Featured Story

April 11, 2024
Dave Jones, JD, LLM, CFP®, SVP and Director of Estate Strategy, dives into how estate planning can be broken down into blocking and tackling— much like football—to create a “winning strategy.”
April 11, 2024
Lena McQuillen, CFP® Director of Financial Planning, explores the many ways that Health Savings Accounts (HSAs) can be used throughout your life—including in retirement—to help combat the high cost of health care, and what you should consider and know, from tax implications to beneficiary designations.
April 11, 2024
Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) explores the quarter’s main themes: the hype (and rise in stock prices) of companies pursuing or enabling AI technology; risk-on in the options and credit markets; and an overall look at the economy.
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.
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.
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.
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.
March 31, 2023
Eric Greco, Equity Analyst, explains how the advancements of fintech companies are helping to provide the unbanked and underbanked with access to a broader range of often-crucial financial services.
February 17, 2023
While ESG has become mainstream, it has become a much more polarized political issue in the United States.
February 12, 2023
Bailard’s Sustainable, Responsible and Impact Investing (SRII) team supports the seventeen Sustainable Development Goals (SDGs) of the United Nations 2030 Agenda for Sustainable Development.
January 11, 2023
Chief Executive Officer, Sonya Mughal, CFA, chats with Chief Investment Officer, Eric Leve, CFA, about 2022’s steep challenges and prospects for the economy and the markets in the new year.
December 31, 2022
Chief Executive Officer, Sonya Mughal, CFA, chats with Chief Investment Officer, Eric Leve, CFA, about 2022’s steep challenges and prospects for the economy and the markets in the new year.

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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.