Entries by DWilson

Municipal Bond Portfolio Management

Please call 312-281-2015 for more information about our municipal bond portfolio management process. Investing in today’s volatile municipal bond market requires highly specialized portfolio management. Since 1984 – in good markets and bad – the disciplined Bernardi Securities, Inc. approach to active municipal bond portfolio management has produced solid returns for clients. Bernardi serves investor […]

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Market Review – Summer 2015

Market Update: Municipal bond yields increased during the second quarter with AAA 5 year, 10 year, and 20 year yields rising 14, 32, and 34 basis points, respectively. Positive economic data, a surge in supply and anticipation of a rate increase by the Federal Reserve helped drive rates higher across the curve. Download PDF>

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Brillion, Wisconsin

City of Brillion successfully issued $2.645 Million of Series 2015B General Obligation Corporate Purpose Bonds The Bonds are Non-Rated The Bonds are being issued for the public purposes of financing street improvement projects; water system projects; storm water improvement projects; and to refund certain obligations of the City. The Bonds are valid and binding general […]

Ronald Bernardi represents BDA in MSRB Industry Roundtable

On Friday, June 5, BDA staff and members Chris Melton of Coastal Securities and Ron Bernardi of Bernardi Securities participated in the MSRB’s Industry Roundtable.   The roundtable, attended by numerous muni market trade associations and member representatives, was held at the MSRB’s offices in Alexandria, VA and was moderated by Marcy Edwards, MSRB Vice […]

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Market Review – Spring 2015

Market Update:  Municipal bond yields ended the 1st quarter of 2015 relatively unchanged from prior year end.  Municipal yields rose in February, partially offsetting the declines across the yield curve that occurred during the month of January.  During March, yields on the long end of the curve fell, while short-term yields (5 years and in) […]

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Market Review – Spring 2015

Market Update:  Municipal bond yields ended the 1st quarter of 2015 relatively unchanged from prior year end.  Municipal yields rose in February, partially offsetting the declines across the yield curve that occurred during the month of January.  During March, yields on the long end of the curve fell, while short-term yields (5 years and in) […]

Returns now available on Morningstar

We are pleased to announce our fee-only registered investment advisor Bernardi Asset Management (BAM) is listed within the Separately Managed Account (SMA) section on the Morningstar platform. Within the SMA database you can now view our tax-exempt Short, Short/Intermediate, and Intermediate Composites. If you are not a Morningstar subscriber and would like access to this […]