We’re excited to share the latest quarterly edition of the 9:05 newsletter, a curation of insights on financial planning, the market and economy, and estate planning. Inside Q2, we explore the importance of picking the right health insurance plan and why it could be costing you if you automatically enroll each year; how the Corporate Transparency Act (surprisingly) might impact you and actionable steps to take to comply; and the K-shaped economy and market. https://lnkd.in/dwbJe2CD #FinancialPlanning #EstatePlanning #StockMarket #foodprices
Bailard, Inc.
Investment Management
Foster City, CA 1,637 followers
Bailard. Values-driven.
About us
Founded in 1969, Bailard is an independent, values-driven asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house ESG expertise. Committed to its core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $5 billion in assets under management as of 12/31/2022, Bailard is a majority employee-owned and women-led firm, is a Principles of Responsible Investing signatory, and has its own private charitable foundation.* *The Bailard Foundation’s board of directors is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features friends and employees of Bailard, Inc. Disclosures The information on this LinkedIn Page (the “Site”) is intended for informational, educational, and research purposes only. Nothing on this Site is intended to be, nor should it be construed or used as, financial, legal, tax, or investment advice, or a representation as to the appropriateness or suitability of an investment in a strategy or product. The information contained on this Site is not a complete description of any strategy or product; therefore, it is not and should not be construed as an offer to provide any service, strategy or product. Any link to individual pages are personal pages of an employee and Bailard, Inc. does not endorse, recommend such content of any individual. The information regarding Bailard is directed to U.S. investors only. The information on the Site does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. All investments have the risk of loss. There is no guarantee that Bailard will achieve its objectives.
- Website
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http://www.bailard.com
External link for Bailard, Inc.
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Foster City, CA
- Type
- Privately Held
- Founded
- 1969
Locations
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Primary
950 Tower Lane
Suite 1900
Foster City, CA 94404, US
Employees at Bailard, Inc.
Updates
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We’re excited to announce our own Michael Faust, CFA was named #6 on the AdvisorHub's 200 RIAs to Watch the list! The list highlights the 200 advisors who have assembled efficient and productive teams that have achieved scale without compromising their level of service. Congratulations, Mike, on this well-deserved accomplishment! You can view the full list here: https://lnkd.in/e4FuxGm4 #RIA #WealthManagement Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. These awards do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. The award was given by AdvisorHub in June of 2024. There was no cost to enter. Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism.
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When considering a matching 401(k) benefit, our CEO Sonya Mughal, CFA shares that “In a competitive job market, benefits like 401(k) matches can be the difference between a candidate choosing your company and another company.” You can read more insights on 401(k) benefits from Sonya and several other industry voices in the latest Forbes Council article: https://lnkd.in/e3dDf7S9 Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. #401k #business #workbenefits
Council Post: 20 Key Factors For Leaders Considering A Matching 401(k) Benefit
social-www.forbes.com
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Since its founding over 50 years ago, Bailard has been dedicated to using business as a force for good. Corporate social responsibility is not just a priority, it is baked into the firm's DNA. That’s why we’re thrilled to announce that we have been selected as the winner in the CSR Strategy and Implementation category at the 2024 WealthBriefing Wealth for Good Awards. Thank you, ClearView Financial Media, for this recognition. You can read more about this achievement: https://lnkd.in/erB6CrHx #WealthForGood #WealthForGood2024 Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. These awards do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. There was no cost to enter. The 2024 WealthBriefing Wealth for Good Awards were given in June 2024. This annual award was gives an opportunity in the global wealth management industry to demonstrate their commitment to and pre-eminence in the crucially important areas of ESG, Impact, Diversity and Inclusion. The Judges Panel consisted of asset managers, banks, trust companies, law firms, family offices and independent consultants, each of whom has in-depth knowledge and experience with ESG, Impact, Diversity and Inclusion in the wealth management space. The Judges are independent of the award organisers ensuring they are divided into separate panels to avoid conflicts of interest.
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When it comes to single stock investing, our highly skilled CEO Sonya Mughal, CFA shared, “Never put all your eggs in one basket. The risks of single-stock investing generally far outweigh the potential rewards. Overweighting a specific stock is fine if it’s part of a diversified portfolio. That way, you will have exposure to the company but limit the exposure in order to limit the impact. The risk of loss is always felt more greatly than the euphoria of a win.” Read other tips regarding single stocks from industry voices in the Forbes Finance Council piece here: https://lnkd.in/eGUxvdi8 - Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. #investing #financialplanning #investmentstrategy
Council Post: 19 Strategies For Navigating Risks And Rewards Of Putting Capital In A Single Stock
social-www.forbes.com
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Exciting to see our CEO Sonya Mughal, CFA featured among an impressive group of women leaders in the wealth management industry in this recent article from Financial Advisor IQ. In a field where women have been historically underrepresented, we’re proud to be a firm with a strong commitment to female employees, with 45% of Bailard's staff being women and 41% of the executive positions VP and above positions are held by women as of March 31, 2024. Read the full article, by Rachel Dalloo, here: https://lnkd.in/eN2ZFehV #WomenInFinance #WomenLeaders
What Female FAs Learned by Founding Their Own Independent Firms
financialadvisoriq.com
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Forbes recently featured our CEO Sonya Mughal, CFA as part of their Forbes Councils Success Stories initiative, highlighting her impressive thirty-year career at Bailard, and her sharing her insights and expertise as a member of the Forbes Finance Council: https://lnkd.in/gbRTQwQf #Leadership #WomenInFinance
Sonya Thadhani Mughal's Journey With Bailard And Forbes Councils
councils.forbes.com
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We are honored to announce that Worth Media Group has named Bailard to its Top RIA Firms list for 2024. Making the list requires a rigorous selection process designed to highlight leading registered investment advisors. Read more here to see what the methodology includes, as well as the full list: https://lnkd.in/gpccCZnG #FinancialAdvisor #RegisteredIndependentAdvisor Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. These awards do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. There was no cost to enter. The 2024 edition of the Leading Advisors List of 300 independent RIAs was released in May 2024, using a rigorous selection process, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers.
Top Registered Investment Advisor Firms 2024 - Worth
https://worth.com