Bailard, Inc.

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

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.

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

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 a wonderful way to kick off the weekend! An evening filled with yummy food, Bailardian family and friends, and baseball, of course. Go Giants!

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

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.

Our 2nd Annual Bailard Watch Club gathering was a success! The team attended the Wind-Up Watch Fair, with over 80 brands presented and beautiful views of the San Francisco Bay! A wonderful day to appreciate the artistry of watchmaking.

Is the algorithm winning? Bailard’s Blaine Townsend, CIMA™ explores how social media might be skewing consumer sentiment and market performance. Read his full byline in Kiplinger here: https://lnkd.in/eP-ac53m #socialmedia #markets 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.

We’re proud to share that our very own Stacy Pearl Dauber, CFP® recently joined Asset TV U.S. to discuss what motivated Bailard to pursue B Corp Certification™. We've always been a values-in-action firm, and with our B Corp status, we can continue to uphold the core pillars we've cared about since inception over 50 years ago. Learn about the year-long process it took to secure the certification, and the positive impact we aim to make. Check out the full interview here: