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.
BAM List of "Preferred" Muni Issuers
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Re: BAM List of "Preferred" Muni Issuers
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.
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.