News & Insights

CEO Sonya Mughal reflects on a year that called for patience and perspective, highlighting leadership continuity, thoughtful decision making, and the value of experience through changing market conditions.

From Shaboozey to Walmart, Jon Manchester, CFA, CFP® (Chief Strategist, Wealth Management) looks at consumer sentiment and market strength amid mixed economic signals.

Lena McQuillen, CFP®, Director of Financial Planning, explains how Section 530A accounts work and how to evaluate them alongside more familiar savings options for children.

Dave Jones, JD, LLM, CFP®, Bailard’s Director of Estate Strategy, provides a practical guide to wallets, exchanges, and trust planning for digital assets.

Landing at No. 1, the result reflects something we've built over decades: a culture where talented people want to stay, grow, and do their best work. Long tenure has helped create continuity that clients and partners often value in enduring relationships.

Named among Pensions & Investments’ Best Places to Work in Money Management for the eighth year running, our people and their commitment allows us to stay independent and serve clients with real care.

From more than 55,000 firm nominations, we are proud to be recognized among Forbes’ America’s Top RIA Firms,

From gold to gigabytes, Jon Manchester, CFA, CFP® (Chief Strategist, Wealth Management) draws a line from California’s first gold rush to today’s race for artificial intelligence, exploring the optimism, risk, and reinvention that come with every new boom.

Bailard’s SRII team looks at the forces reshaping global trade ,the costs that follow, and what these shifts might mean for investors.

Bailard’s financial planning and tax strategy teams help make sense of the One Big Beautiful Bill Act, so you can plan confidently for what lies ahead.*

Bailard, Inc. has been named to Barron’s list of the Top 100 RIA Firms for 2025, marking our fourth appearance in five years.

This summer brought two honors that speak to who we are at Bailard. The Bailard Foundation was recognized with Best Philanthropic Initiative (Americas) at the global 2025 WealthBriefing Wealth for Good Awards, highlighting our community impact in the Bay Area. And once again, Bailard was named to Financial Advisor Magazine’s Top RIA Ranking, marking our fifth straight year in the Top 100.

Bailard is honored to be named one of the Top 100 Bay Area Corporate Philanthropists by the San Francisco Business Times—marking the firm’s fifth consecutive year on the list. Bailard climbed to #65 for 2025, continuing its upward trajectory from #89 in its first appearance in 2021 and joining a distinguished group of honorees including Salesforce, Google, the San Francisco 49ers, and Levi Strauss.

In his first 9:05 piece as CIO, Dave Harrison Smith, CFA, reflects on Bailard’s enduring philosophy and what lies ahead.

Our Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, shares how a Grantor Retained Annuity Trust (GRAT) can offer peace of mind for family priorities, and open the door to charitable giving.

Not all pauses are created equal. Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist, Wealth Management, and Portfolio Manager, Sustainable, Responsible and Impact Investing), shares how this one mattered.