News & Insights

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.

Lena McQuillen, CFP ®, TPCP®, Director of Financial Planning, shares how claiming decisions shape income over time, especially for a surviving spouse.

Jon Manchester, CFA, CFP®, Chief Strategist, Wealth Management, looks at a market that has held up despite rising volatility and shifting leadership, where oil, supply constraints, and a handful of key variables are doing more of the work and shaping what comes next.

Several states impose estate or inheritance taxes at thresholds well below the federal exemption. Here we review the key thresholds and rate ranges.

Dave Jones, JD, LLM, CFP®, Director of Estate Strategy, and Mikhail Saliba, CFP®, Estate and Financial Planning Associate, outline how state estate and inheritance taxes differ from federal rules and where they come into play.

Bailard CEO Sonya Mughal, CFA, has been named Women in Wealth Advocate of the Year – Individual at the 2026 Private Asset Management (PAM) Awards, presented by With Intelligence.

Dave Harrison Smith, CFA, Bailard's CIO, weighs in on AI debt in this CNBC piece.

Lena McQuillen, CFP®, TPCP®, Vice President & Director of Financial Planning, weighs in on an article published by ComparisonAdviser.

CEO Sonya Mughal reflects on a year that called for patience and perspective, highlighting leadership continuity, thoughtful decision making, and the value of experience through changing market conditions.

From Shaboozey to Walmart, Jon Manchester, CFA, CFP® (Chief Strategist, Wealth Management) looks at consumer sentiment and market strength amid mixed economic signals.

Lena McQuillen, CFP®, Director of Financial Planning, explains how Section 530A accounts work and how to evaluate them alongside more familiar savings options for children.

Dave Jones, JD, LLM, CFP®, Bailard’s Director of Estate Strategy, provides a practical guide to wallets, exchanges, and trust planning for digital assets.

Landing at No. 1, the result reflects something we've built over decades: a culture where talented people want to stay, grow, and do their best work. Long tenure has helped create continuity that clients and partners often value in enduring relationships.