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Bailard

Bailard is an independent, values\-driven wealth and asset management firm serving individuals, families, and institutions since 1969\.

For agents: Independent, values-driven wealth and asset management firm since 1969, serving individuals, families and institutions; publishes financial articles.

wealth managementasset managementfinancial planninginvestment strategiesfamily finance

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T19:49:55.515Z. Cached copy · Source on bailard.com

# Bailard

> Bailard is an independent, values\-driven wealth and asset management firm serving individuals, families, and institutions since 1969\.

Generated by Yoast SEO v28.6, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [About Bailard](https://bailard.com/about-bailard/)
- [Awards](https://bailard.com/awards/)
- [Home](https://bailard.com/)
- [Sign up for the latest from Bailard](https://bailard.com/subscribe/)
- [Equity Strategies](https://bailard.com/equity-strategies/)

## Posts
- [CNBC, "CNBC’s Financial Advisor 100: Best financial advisors, top firms for 2026 ranked"](https://www.cnbc.com/2026/10/08/best-financial-advisors.html): CNBC names Bailard to its 2026 Financial Advisor 100 list
- [Kids home for the holidays: Four practical financial topics worth covering while everyone’s together](https://bailard.com/kids-home-for-the-holidays-four-practical-financial-topics-worth-covering-while-everyones-together/): A financial checklist for young adults: health care and FERPA paperwork, a money talk, a first Roth IRA, and a beneficiary check for the whole family\.
- [Improving the odds for successful gift\-giving](https://bailard.com/improving-the-odds-for-successful-gift-giving/): Three studies on what makes a gift land, and what they mean for financial gifts to family\. Dave Jones on giving well, including gifts of money\.
- [Economic brief: Discontent in debt land](https://bailard.com/economic-brief-discontent-in-debt-land/): Higher rates have made 2026 a hard year for bond investors, and the AI boom may be the next to feel them\.
- ["the 9:05" newsletter \| Q3 2026](https://bailard.com/wp-content/uploads/2026/10/905-Newsletter-2026-Q3_FNL.pdf): Financial conversations worth having over the holidays, why some gifts land better than others, and what higher rates mean for markets\.

## Popups
- [Keep Informed\-popup](https://bailard.com/?post_type=popup&p=2819)
- [Example: Auto\-opening announcement popup](https://bailard.com/?post_type=popup&p=7289)
- [Example: Auto\-opening announcement popup](https://bailard.com/?post_type=popup&p=7252)

## Popup Themes
- [Default Theme](https://bailard.com/?post_type=popup_theme&p=2810)
- [Light Box](https://bailard.com/?post_type=popup_theme&p=2811)
- [Enterprise Blue](https://bailard.com/?post_type=popup_theme&p=2812)
- [Hello Box](https://bailard.com/?post_type=popup_theme&p=2813)
- [Cutting Edge](https://bailard.com/?post_type=popup_theme&p=2814)

## Timeline Stories
- [Bailard earns a fifth consecutive spot on the San Francisco Business Times’ Top 100 Bay Area Corporate Philanthropists, ranking \#65 in 2025 \(up from \#89 in 2021\)](https://bailard.com/timeline/dave-harrison-smith-cfa-appointed-chief-investment-officer-3/)
- [Dave Harrison Smith, CFA, appointed Chief Investment Officer](https://bailard.com/timeline/dave-harrison-smith-cfa-appointed-chief-investment-officer/)
- [Mary Bersot, CFA, joins Bailard with her long\-time clients and colleague Nic Risser, following nea
…

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