Commentaries
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.
MARKETING COMMENTARIES
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.