BAM List of "Preferred" Muni Issuers

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Post Reply
User avatar
Topic Author
patriciamgr2
Posts: 861
Joined: Mon Nov 19, 2007 2:06 pm

BAM List of "Preferred" Muni Issuers

Post by patriciamgr2 »

Does anyone have a current list of the muni issuers Buckingham Asset Managers is willing to own (or maybe it's a list of the issuers it prefers to avoid)?

When Larry Swedroe posted on the Forum, he shared the list from time to time. If anyone has access to a current version, would it be possible to post it or a link?

Thanks In Advance.
Theoretical
Posts: 1546
Joined: Tue Aug 19, 2014 10:09 pm

Re: BAM List of "Preferred" Muni Issuers

Post by Theoretical »

I know the following were definitely on the naughty list:

Illinois
Massachusetts
Kentucky
Maryland
New Jersey
Connecticut
Puerto Rico
Alaska
Hawaii

There are some others.

It lined up pretty well with this study: https://www.mercatus.org/statefiscalrankings.

The states that rock for fiscal health are:

Florida
Tennessee
Nebraska
North Carolina
Both Dakotas
Utah
Missouri

And some others.
Post Reply