News & Insights

Three studies on what makes a gift land, and what they mean for financial gifts to family. Dave Jones on giving well, including gifts of money.

Higher rates have made 2026 a hard year for bond investors, and the AI boom may be the next to feel them.

A financial checklist for young adults: health care and FERPA paperwork, a money talk, a first Roth IRA, and a beneficiary check for the whole family.

Financial conversations worth having over the holidays, why some gifts land better than others, and what higher rates mean for markets.

How the 2026 federal gift tax rules work: the $19,000 annual exclusion, the $15 million lifetime exemption, Form 709, and gifts outside the limits.

Bailard names Simon Smundak, CFA, as Senior Vice President, Private Markets & Solutions, deepening its UHNW advisory bench.

Bailard earns its sixth consecutive appearance on the San Francisco Business Times' list of Top Bay Area Corporate Philanthropists.

Bailard's Q2 2026 newsletter covers the drivers behind the semiconductor rally, plus strategies for concentrated stock and estate planning across borders.

Semiconductors surged in Q2 2026 as AI spending lifted earnings. Jon Manchester examines market concentration, speculation, inflation, and the Fed.

Equity compensation can become a significant part of your wealth. Learn how RSUs, stock options, ESPPs, taxes, diversification, and timing fit into a broader financial plan.

A child living abroad may face different trust, inheritance, and tax rules. Learn when a U.S. estate plan may need a cross-border review.

Compare estate planning considerations across 12 countries, including trust treatment, inheritance rules, forced heirship, and U.S. estate tax treaties.

Bailard, Inc., an independent wealth and asset management firm, has been named to the inaugural CNBC Elite Advisors list. CNBC recognizes 25 U.S. registered investment advisors (RIAs) with a record of serving ultra-high-net-worth (UHNW) clients and families across the full range of services they require.

Bailard has been named to CNBC’s Elite Advisors list. Only 25 firms were included in the inaugural cohort. CNBC’s research focused on firms serving ultra-high-net-worth families and the full scope of capabilities those relationships demand.

Our Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, shares how a Grantor Retained Annuity Trust (GRAT) can offer peace of mind for family priorities, and open the door to charitable giving.

In Chief Executive, Sonya Mughal, CFA, discusses how leadership teams can adapt strategy faster amid accelerating disruption across technology, geopolitics, markets, and talent.