Regulator warns of interest-rate risk retail investors take with low-coupon munis
Ron Bernardi was quoted in the following Investment News article: Read here
Entries by Matt Bernardi
Unapparent Risk in Municipal Bond Land
2019 municipal bond market performance has been stellar as its safe-haven status persisted in a year packed with monetary policy easing from global central banks. The Bloomberg Barclays long-term tax-exempt index is up 7.54% YTD.[1] While 4Q information is not available, Bernardi Asset Management’s (BAM) High Income Strategy was up 6.32% at the end of […]
RE: Wall Street Journal’s “Your Stock Trades Go Free but Your Cash Is in Chains”
Jason Zweig’s October 4th article underscores that transactions costs should not be the only metric investors use to evaluate investment platforms. Additionally – and as importantly – they need to consider opportunity costs, the portfolio management process, and market access (the latter, especially for munis!). The latest news is that Schwab, TD, etc. are cutting […]
Stranger Things & Global Central Banks
The hit Netflix sci-fi series Stranger Things takes place in the fictional 1980’s town of Hawkins, Indiana. The show follows a group of middle school kids fending off other-dimensional monsters and Russian conspiracy plots. The threats are significant, though they are entirely unnoticed by society, aside from the primarily juvenile cast. Today’s global central bankers […]
Market Review – Summer 2019
Please find below our portfolio management team’s Summer 2019 Municipal Market Review. This provides an overview of current market conditions and information about our total return and goals-based strategies. If you would like additional information about our process or specific strategies, please let us know. Bernardi – Market Review – Summer 2019
Ron Bernardi quoted in Bond Buyer article
Ron Bernardi was quoted in the Bond Buyer article “Regulation Best Interest may require changes to muni market rules” Read here
Ron Bernardi quoted in Bond Buyer article
Ron Bernardi was quoted in the Bond Buyer article “BDA seeks allies among congressional staffers” Read here
Bernardi Asset Management Named Top Guns Manager by Informa Investment Solutions
February 2019—Bernardi Asset Management (BAM), a wholly owned subsidiary of Bernardi Securities, Inc. (BSI) has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers for BAM’s High Income Municipal and Short-Term Taxable strategies. Top Guns firms are awarded a rating ranging from one […]
35 YEARS AND GROWING – Kevin R. Wills Joins Bernardi
On October 1st,2018, Bernardi Securities began its thirty-fifth year of service to communities and investors across the country. As part of our continuing desire to improve the platform we offer to our clients, we are pleased to announce Kevin R. Wills, Investment Banking Specialist has joined our team. Kevin has over 15-years of experience in the […]