Muni SMA Strategies
Municipal Bonds: Local Impact
Company News
Ron Bernardi quoted in InvestmentNews - July 26, 2018
Ronald Bernardi Speaks On New Transparency Regulation - May 15, 2018
Bernardi submits letter to the U.S. Securities and Exchange Commission - September 12, 2017
Ronald Bernardi Speaks On New Transparency Regulation - May 15, 2018
Bernardi submits letter to the U.S. Securities and Exchange Commission - September 12, 2017
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Market Commentaries
Beware of the Average Benchmark
There are many facets and varieties of our active management approach to municipal bond portfolios. Credit analysis, ladder positioning, strategies offered, and tax-loss harvesting to name a few. Another important aspect of active management is the allocation to (and avoidance of) specific geographies relative to the benchmark. Considering the pitfalls of bond benchmark construction…
Happy New Year and Thank You
We wish everyone a happy New Year. October 1st marked the first day of our 35th year at Bernardi Securities. In the fall of 1984 my father, Ed Bernardi…
The Yield Curve: Where we have been and..
The U.S. economy is firing on all cylinders right now. Small business confidence has reached all-time highs, jobless claims are near 49 year lows, while household net worth continues to climb into record territory. Federal Reserve Bank of New York President, John Williams, recently noted the economy is “about as good as it gets.” This growth spurt appears in what is now the second longest expansion cycle in history (111 months)……..