NEWS, REVIEWS & COMMENTARIES
AHB NEWS & EVENTS
QUARTERLY REVIEWS
COMMENTARIES
AHB Holiday Luncheon
Thank you to all who joined us at AHB’s annual Holiday Luncheon, and thank you to all of our clients for making this another successful year. Happy Holidays!
AHB Volunteers At Boy’s & Girl’s Club of Hudson County New Jersey
On November 28th, Global Giving Day, AHB volunteered at the Hudson Boys & Girls Club to create an afternoon activity for children ranging from ages of 4-14. The kids participated in relay race stations including balloon races, bag tosses, pyramid cup stacking and basketball dribbling. The children were also offered an art project including making penguin thermometers and scratch off ornaments. Volunteering at the Club meant a lot to the kids and staff, but it was also enjoyable and rewarding for the AHB employees. The smiles and laughter of the kids helped make our holiday season that much brighter.
PSN
Top Guns Designation and 6 Star Rating
Abner, Herrman & Brock’s Investment-Grade Taxable Bond Separately Managed Account (SMA) has been awarded a Top Guns designation and 6 star rating by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers…
Fed Speaks at Economic Club of New York
Howard Abner, Caryn Zweig, and Bryan DiDonato with Chairman Janet Yellen of the Federal Reserve Board at the Economic Club of New York prior to her speech on March 29, 2016.
PSN
Top Guns Manager of the Decade
Abner, Herrman & Brock’s Custom Balanced strategy was recently selected as one of PSN’s Top Guns of the Decade for U.S. Balanced Managers. Out of the 10 managers chosen for this current ranking, AHBI had the lowest standard deviation.
The Suit
“Munis” Keep Investors Safe
Kevin Strauss has been featured in “The Suit” magazine, discussing the tax efficient customized investment solutions offered by Abner, Herrman & Brock.
BARRON’S
Just Chillin’
Barron’s April 26th issue features analysis from Caryn Zweig, COO of AHB
Ticker
Customized Muni Bond Portfolios
President Kevin Strauss and Portfolio Manager Bryan DiDonato were interviewed by Ticker Magazine regarding Abner, Herrman & Brock’s customized approach to Municipal Bond portfolio management.
New Jersey Business Magazine
Preserving Riches: Why Those Who Have Wealth Often Look To Others To Help Them Keep It
In the 2011 Economic Forecast Issue, Kevin Strauss offers insight on customized wealth management services.
Cornell Chronicle
Economic crisis is not fault of “big, bad Wall Street” but everybody involved, say panelists
Caryn Zweig of AHB was invited to join a panel at Cornell University to discuss the mortgage crisis on Sept. 25th
BARRON’S
A Sampling of Advisory Opinion
We were pleased to note that BARRON’S July 14th issue reprinted excerpts from our recent Quarterly Investment Review and Outlook.
Investment News
Customized Approach Works Well for Boutique Firm
We discuss AHB’s unique customized approach to investment management and why the style is attracting attention within the investment community.
The Economic Club of New York
Howard Abner honored as a Founder of the Centennial Society of the Economic Club of New York
The Economics Club of New York is a membership organization with members drawn from the top executive levels of business, industry and finance.
April 2018
Uncertainty Creates Opportunity
The first quarter of 2018 has reminded investors that volatility remains alive and well across the investment landscape. Although the quarter was a bumpy ride for stocks, bond prices increased in line with our expectations. U.S. GDP growth accelerated, up 2.5% in 2017 from 1.8% in 2016, providing evidence of an improving U.S. economy. This stronger rate of economic growth gave support for the Federal Reserve’s anticipated…
Customized SMA’s vs Bond Mutual Funds
Abner, Herrman & Brock (AHB) manages customized Investment-Grade Taxable & Municipal Bond separately managed accounts (SMA’s). We are among the few firms that will truly customize a fixed income portfolio to achieve the client’s objectives.
Tax-Efficient Portfolio Transitions
The recent rise in equity prices over the last few years has left many individuals with sizable unrealized gains…
The Fiduciary Rule
The DOL’s Fiduciary Rule will become effective on June 9, 2017. AHB has solutions to help Advisors adjust to the change.
Importance of Local Municipal Credit Analysis
Local municipalities which rely less on state funding may be stronger than they appear in financially weak states…
Discount Munis and De Minimis
Due to an uptick in interest rates we are seeing municipal bonds trading at a discount. This brings up important taxation concerns – How is the gain taxed, and what effect does the taxation have on liquidity/performance of lower coupon securities…
High Yield Spreads Near Historical Lows
Junk bonds easily outperformed all other categories of fixed income although most of this positive performance in the asset class was due to spread compression…
Premium Bonds as an Investment Choice
Premium Bonds have advantages in today’s interest rate environment, but also have other effects you may not realize. See below to become better informed.
AHBI NEWS & EVENTS
PSN
Top Guns Designation and 6 Star Rating
Abner, Herrman & Brock’s Investment-Grade Taxable Bond Separately Managed Account (SMA) has been awarded a Top Guns designation and 6 star rating by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers…
Fed Speaks at Economic Club of New York
Howard Abner, Caryn Zweig, and Bryan DiDonato with Chairman Janet Yellen of the Federal Reserve Board at the Economic Club of New York prior to her speech on March 29, 2016.
PSN
Top Guns Manager of the Decade
Abner, Herrman & Brock’s Custom Balanced strategy was recently selected as one of PSN’s Top Guns of the Decade for U.S. Balanced Managers. Out of the 10 managers chosen for this current ranking, AHBI had the lowest standard deviation.
The Suit
“Munis” Keep Investors Safe
Kevin Strauss has been featured in “The Suit” magazine, discussing the tax efficient customized investment solutions offered by Abner, Herrman & Brock.
QUARTERLY REVIEWS
October 2017
Goldilocks
Today’s bull market paused in 2015, with a slight decline for the year, then reasserted itself in late 2016 when investors considered the new
administration’s plans for a future with a less regulated business environment and an
overall improving global economy…
MARKETING COMMENTARIES
Tax-Efficient Portfolio Transitions
The recent rise in equity prices over the last few years has left many individuals with sizable unrealized gains…