Closing Brief - Bailard’s View on the Economy: It Will Cost You
In this quarter’s closing brief Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio...
Growth vs. Value: Past, Present & Future
Joanne Howard, CFA, SVP, Investment Counselor and Portfolio Manager June 30, 2021 The Value vs. Growth rotation and the reflation trade...
The Year No One Saw Coming: A Look at Accelerated Trends and New Changes for Domestic Equities
Thomas J. Mudge III, CFA, Director of Domestic Equity Research December 31, 2020 2020 was definitely not the year so nice that they named...
Contactless Payments: The Catalyst has Arrived
Eric Greco, Portfolio Associate September 30, 2020 Over the last decade, we have seen rapid global adoption of a superior form of digital...
Technological Transformation of Working from Home
Dave Harrison Smith, CFA, Senior Vice President of Domestic Equity Research June 30, 2020 “What’s happening to the office? Technology has...