Featured Story

January 11, 2024
From the legacies of iconic investors to the dynamic 2023 markets, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable, Responsible and Impact Investing) presents an insightful perspective on the economic climate, aided by the witticisms of Charlie Munger.
Photo credit: Surface on Unsplash
December 1, 2023
“Envision a financial plan as a garden,” shares our CEO, Sonya Mughal, CFA. “Nobody waters their plants once a year. Meanwhile, an advisor is like a diligent gardener, always available and proactive.” Read Sonya’s full byline in Forbes discussing the importance of revamping your wealth plan throughout the year, and not just before the New Year hits...
Thanksgiving table with pumpkin pie. Photo credit: Element5 Digital on Unsplash
November 20, 2023
This Thanksgiving, consider adding a dash of financial planning to your family traditions. Discover practical tips for initiating meaningful conversations about your family’s financial future in a piece penned by Michael Faust, CFA, President of Wealth Management, and published by Kiplinger,
U.S. Coins in Jar, photo courtesy of John Appel, unsplash, https://unsplash.com/photos/NeTPASr-bmQ
October 13, 2023
Against the backdrop of rising interest rates, this quarter’s economic perspective from Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) delves into the intricate balance between financial stability and market volatility.
Airplane window view, Photo by @lalasza on unsplash
September 21, 2023
Michael Faust, CFA, President of Wealth Management, delves into essential considerations for your portfolio during difficult economic times in his recent bylined piece for Kiplinger.
September 21, 2023
Bailard proudly announces it has been named to Barron's list of the Top 100 RIA Firms for 2023. This prestigious recognition showcases independent RIA firms nationally and underscores Bailard's commitment to its clients through comprehensive financial and wealth planning, investing, and family office services, all delivered with compassion.
Child in pink hat with pink backpack on mountain
September 20, 2023
There has historically been a fear of overfunding 529 plans, but with the passage of SECURE Act 2.0, there is now an opportunity for penalty- and tax-free rollovers to Roth IRA accounts beginning in 2024.
Skyline of buildings at sunset people walking over a bridge
September 8, 2023
With rising interest rates, Charitable Gift Annuities are emerging as a beneficial option for charitable planning. The role of interest rates in shaping the attractiveness of Charitable Gift Annuities is twofold: they impact both the annuity’s payout rate and the deduction a donor can claim.
Photo by Max Duzij on Unsplash
July 14, 2023
Dave Harrison Smith, CFA, Executive Vice President, Domestic Equities, and Head of Technology Research delves into—both massive and more mundane—potential advancements, impacts, and risks as generative AI leaps forward.
The U.S. spends twice as much per capita relative to other high-income nations
July 14, 2023
There’s an alternative to the traditional fee-for-service healthcare model. Ryan Vasilik, CFA, Equity Analyst, sheds light on the opportunities that abound with value-based care.
Swiftonomics. Photo courtesy of Dominic Hampton, unsplash
July 13, 2023
This quarter’s economic perspective of Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) runs the gamut from Harry Markowitz to Taylor Swift.
Two women, daughter and mother, side by side with arms on table
June 1, 2023
Director of Financial Planning, Lena McQuillen, CFP®, on how her Korean-born mother’s struggles shaped her career in financial planning and wanting to help AAPI clients to “see how they can accomplish all their goals, not just one.” Photo: Lena and her mother.
Top of a W-4 2023 Form
May 9, 2023
Bailard's President of Wealth Management, Michael J. Faust, CFA, had a conversation with E. Napoletano at The Wall Street Journal on W-4s, and why it's not a form to add to the "set it and forget it" stack, but rather should be used in dynamic financial planning.
Alphabet Soup
March 31, 2023
This quarter, we feature the economic perspective of Jon Manchester, CFA, CFP®, Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing.
Apartment Building, Austin. TX
March 31, 2023
Jamil Harkness, Real Estate Research & Performance Associate, offers a broad introduction to the potential for attractive investment opportunities in a segment of the multifamily property type that Bailard defines as “Attainable A.”
March 31, 2023
We have been, and still are, facing many challenges but that should not stop us from leading with compassion and courage.

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All investments have the risk of loss. There is no guarantee Bailard will achieve its investment objectives. Please see each full insight post for its respective disclosures.