News & Insights

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.

Understanding the newest wave of tax reform from the One Bill Beautiful Bill Act, made law on July 4, and how it might affect you.

Bailard is pleased to announce that, as of today, Dave Harrison Smith, CFA, has been promoted to Chief Investment Officer. He succeeds Eric Leve, CFA, who held the role for more than a decade and will continue with the firm as a portfolio manager, fully focused on international markets.

Michael Faust, CFA, ranked in the top five of AdvisorHub’s Advisors to Watch for the second year—recognizing his standout leadership at Bailard.

After founding and leading Bersot Capital Management for nearly two decades, Mary Bersot, CFA, joined Bailard this spring with her long-standing clients and colleague Nicholas Risser. In this Q&A with Bailard CEO Sonya Mughal, CFA, Mary reflects on the decision, the values she’s carried throughout her career, and what this next chapter means for her and those she serves.

Bailard, an independent wealth and asset management firm, has once again been recognized as one of the San Francisco Chronicle’s Top Workplaces in the Greater Bay Area. Ranked first in the small company category (35-149 employees), this marks Bailard’s second consecutive year on the list—based entirely on employee feedback.

Jon Manchester, CFA, CFP® reflects on the start of America with Benjamin Franklin and the role of, and impact on, these $100 bill “Benjamins” today on trade, negotiations, and tariffs.

In a special feature this quarter, Lena McQuillen, CFP® (Vice President and Director of Financial Planning) and Dave Jones, JD, LLM, CFP® (Senior Vice President and Director of Estate Strategy) have joined forces and prepared a set of practical ways to refresh and organize your finances this season.

This quarter, Jon Manchester, CFA, CFP® delves into the paradoxes of momentum investing, inflation’s persistent influence, and the resilience of the U.S. economy in an era of shifting market dynamics.

Lena McQuillen, CFP®, Vice President and Director of Financial Planning, outlines the distinctions between Traditional and Roth retirement strategies, when each is most effective, the implications of new laws, and ways to share these insights with your family.

Join Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, as he explores Warren Buffett’s timeless insights on estate planning, highlighting actionable principles to guide thoughtful and purposeful generational wealth strategies.

Director of Estate Strategy, Dave Jones, JD, LLM, CFP®, explains how to optimize the impact of your year-end family gifting by leveraging tax exclusions for education, medical expenses, and annual giving.

Join Lena McQuillen, CFP®, Vice President and Director of Financial Planning, in an exploration of how Roth IRA conversations can lower your lifetime tax burden and maximize retirement flexibility.

This quarter, Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) takes us on a thoughtful journey through the changing landscape of executive leadership, the ripple effects of Sarbanes-Oxley, and how the Fed’s latest moves could realign market dynamics.