News

Ron Bernardi quoted in InvestmentNews

July 2018

Six months after the sweeping tax-reform package that cut corporate and individual rates rattled the $3.7 trillion municipal bond market, financial advisers say the fallout has proven to be a good thing for investors… Read more here  


Ronald Bernardi Speaks On New Transparency Regulation

May 2018

Ronald Bernardi is quoted in the most recent issue of InvestmentNews. Cost is one of the most important factors in helping a retail investor determine whether a bond strategy is appropriate and the bond manager is effective, said Ronald Bernardi, chief …


Bernardi submits letter to the U.S. Securities and Exchange Commission

September 2017

Bernardi submits letter to the U.S. Securities and Exchange Commission regarding RFC on Standards of Conduct for Investment Advisers and Broker-Dealers Please find a copy of the letter Read here


Ron Bernardi comments about IL in an InvestmentNews Article

June 2017

Ron Bernardi was quoted in an Investment News article about the buying opportunity in Illinois.


Ron Bernardi quote in InvestmentNews

May 2017

Ron Bernardi was quoted in an Investment News article about the situation in Puerto Rico.


The Cost of Waiting

May 2010

In recent months, we have often heard the refrain from investors, “I’m just going to wait until interest rates rise.” and, in fact, many investors are waiting for Federal Reserve policy makers to raise interest rates before committing money to the bond …


Bernardi participates in MBFA/Court Street Group Research webinar on the Mismeasurement of the Municipal Tax-Exemption

March 2017

On Thursday, March 9th, approximately 50 industry groups representing issuers, investors, and state and local governments, participated in the MBFA/Court Street Group Research webinar on the Mismeasurement of the Municipal Tax-Exemption.The Powerpoint …


Ron Bernardi elected to serve on BDA’s Board of Directors

March 2017

Ron Bernardi elected to serve on BDA’s Board of Directors: https://www.bdamerica.org/news-items/bda-announces-2017-board-directors/ March 1, 2017. 


BSI mentioned in Bond Buyer article

February 2017

Bernardi Securities is mentioned in the Bond Buyer article on Treasury Secretary Steven Mnuchin and the municipal tax exemption.


Ron Bernardi featured at BDA’s National Fixed Income Conference

October 2016

Ron Bernardi, president and chief executive officer, appeared on a panel at the Bond Dealers of America’s National Fixed Income Conference. He touched on a number of subjects relating to issuer discloser and stated that underwriters should walk away fr …


BAM now listed on Envestnet | PMC

September 2016

We are proud to announce Bernardi Asset Management (BAM) is now listed as a specialized asset manager on Envestnet | PMC. BAM is part of a select group of SMA municipal bond managers featured on this platform.Thank you for your continued confidence in …


DOL fiduciary rule gets it half right on the municipal bond market

July 2016

Ronald P. Bernardi was featured in an InvestmentNews article on July 7th, 2016. 


Ronald P. Bernardi in InvestmentNews 6/30/2016

July 2016

Ronald P. Bernardi was featured in an InvestorNews article on June 30, 2016


Ronald Bernardi was featured in a BDA and Nixon Peabody Webinar

May 2016

Ronald Bernardi was featured in a BDA and Nixon Peabody Webinar on Municipal Bankruptcy Wednesday, May 11th. Over 40 BDA member-firm representatives participated in the webinar, which was the fourth webinar training series focused on banker due diligen …


Ronald P. Bernardi in InvestmentNews 4/1/2016

April 2016

Ronald P. Bernardi was featured in an InvestorNews article on April 1, 2016.


Ronald Bernardi quoted in InvestmentNews 2/4/2016

February 2016

Ronald P. Bernardi was quoted in InvestmentNews on February 4, 2016.  


Eric Bederman Elected to FINRA District Committee

January 2016

 Eric Bederman, Chief Operating and Compliance Officer of Bernardi Securities, Inc. has been elected to serve on the FINRA District # 8 Committee. He will serve alongside six other individuals representing District # 8 member firms. Eric is one of …


Bernardi Securities mentioned in the Chaska Herald 10/24/2015: Re: Road project moves along

October 2015

Bernardi Securities was mentioned in the October 24th, 2015 issue of the Chaska Herald regarding the city of Carver, MN road project.“The City Council approved the sale of $1.22 million of bonds in May 2015 to the investing team of Northland Securities …


Ronald Bernardi quoted in Bond Buyer 9/18/2015 Re: Issuance Costs Hit Small California School Districts Hardest

September 2015

Ronald P. Bernardi was quoted in the Bond Buyer on September 18th, 2015.“Ron Bernardi, principal, president and chief executive officer of Chicago-based Bernardi Securities, said the report may not be representative of the muni market as a whole, as it …


Ronald Bernardi quoted in InvestmentNews 8/12/2015 Re: Muni bonds are poised to shine as rates move higher

August 2015

Ronald P. Bernardi was quoted in the August 12th, 2015 issue of InvestmentNews regarding interest rate hikes. Read Full Article (InvestmentNews site registration required) 


Ronald Bernardi quoted in InvestmentNews 8/3/2015 Re: Puerto Rico’s Uncertain Future

August 2015

Ronald P. Bernardi was quoted in the August 3rd, 2015 issue of InvestmentNews regarding Puerto Rico’s uncertain future that leaves muni bond fund investors in limbo. Read Full Article (InvestmentNews site registration required)   


Bernardi Securities Sponsors Youth Soccer Tournament: Highland Park News

July 2014

Bernardi Securities was mentioned in a 6/25/14 article in the Highland Park News regarding a Youth Soccer Tournament. “The Highland Park Sister Cities Foundation is hosting a Youth Soccer Tournament over the Fourth of July weekend that will includ …


Ronald Bernardi Speaking on Capitol Hill 7/2

June 2014

On Wednesday, July 2nd, Ronald P. Bernardi will be speaking at the Municipal Bonds for America Coalition’s “Municipal Bonds 101” panel discussion on Capitol Hill regarding the municipal bond tax exemption repeal threat. Accompanying Ronald on the panel …


Justin Formas Quoted in Bloomberg Article Regarding Chicago Pensions

April 2014

Justin Formas was quoted in a 4/9/14 article on Bloomberg regarding Chicago Pensions.“At some point, you can’t kick the can any further and there have to be changes made,” said Justin Formas, director of credit research in Chicago at Bernardi Securitie …


Justin Formas Quoted in Bloomberg Article Regarding Muni CDS index

April 2014

Justin Formas was quoted in a 4/9/14 article on Bloomberg regarding Muni Credits.“Overall relative credit quality has improved and that shows in the price” of the swaps index, said Justin Formas, director of credit research in Chicago at Bernardi Secur …


Bernardi in Investment News on Detroit Bankruptcy

December 2013

Ronald P. Bernardi was quoted in the 12/3/13 issue of InvestmentNews regarding the long-term implications of the Detroit bankruptcy:“We look at this kind of market and know that higher yields translate to better income down the road,” said Ronald Berna …


Ronald Bernardi Quoted in InvestmentNews 5/06/12 Re: Municipal Bond Rally

May 2012

Ronald Bernardi was quoted in the 5/6/12 issue of InvestmentNews regarding the rally in municipal bonds.“It’s a function of the fact that smart municipalities are cutting back,” said Ronald Bernardi, president of Bernardi Securities Inc., a municipal b …


Ronald Bernardi Quoted in InvestmentNews 05/06/12 Re: Retirement Income

May 2012

Ronald Bernardi was quoted in the 5/6/12 issue of InvestmentNews regarding retirement income.”Though municipal bonds historically have been thought of as mattress money, panelist Ronald Bernardi, president of Bernardi Securities Inc., noted that the da …


Bernardi in the News: City gets a good deal on bond issue

January 2012

 Bernardi Securities, Inc. was mentioned in the following news story – City gets a good deal on bond issue.