Link to: Bernardi Asset Management Awarded Manager of the Decade & Top Guns Status
BAM Awarded Manager of the Decade status within the Municipals’ and Intermediate Maturity fixed income universes. The PSN Top Guns Manager of the Decade list includes the top ten performers for the latest 10-year period.
Muni SMA Strategies
Municipal Bonds: Local Impact
Company News
Bernardi Asset Management Awarded Manager of the Decade & Top Guns Status - February 22, 2023
Intermediate-Term Taxable Strategy – Bernardi Asset Management Awarded Top Guns Designation - November 24, 2021
Investors flock to municipal bonds for yield and shelter - June 22, 2021
Intermediate-Term Taxable Strategy – Bernardi Asset Management Awarded Top Guns Designation - November 24, 2021
Investors flock to municipal bonds for yield and shelter - June 22, 2021
Learn More
Check the background of Bernardi Securities or your investment professional on FINRA BrokerCheck
Market Commentaries
Perspective for Advisors
Tax Loss Swap into an SMA
Now is an opportune time to take advantage of tax loss swaps and, potentially, swap into a separately managed account strategy away from fixed income mutual funds and ETFs. This likely will reduce your clients’ tax burden and enhance their municipal bond investment vehicle.
Previous: Opportunity in Taxable Municipal Bonds
On Recent Market Turmoil and the Safety of Your Assets
The weaknesses and fragility of some become exposed during periods of turmoil; prior to recent events many believed bank runs were thought to be a thing of the past. The last two weeks reminded me financial instability is cyclically inherent to markets and human nature.
Over the past week, I reread several market commentaries we penned many years ago during periods of market turmoil. Here are a few excerpts we believe still apply today…
Market Update: The Best Defense is a Good Defense
The Fed is now seemingly in a precarious position of continuing to combat high levels of current inflation but potentially overtightening (raising rates too high, too fast) which could lead to ugly economic outcomes and further deterioration in financial markets. In this case, credit risk will move to the forefront within investors’ asset allocation and, specifically, fixed income portfolios.