BAM Intelligence

The Hidden Costs in Municipal Bonds

Municipal bond markets are more opaque, allowing broker-dealers to insert larger hidden or nondisclosed costs. Fixed Income Portfolio Advisor Kurt Wunderlich explains how bond mark-ups work, and why we don’t charge them.

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Kurt Wunderlich, Fixed Income Portfolio Advisor, The BAM ALLIANCE

As a former MLB pitcher, Kurt witnessed several teammates being taken advantage of financially. The players would turn over their financial lives to people who didn’t explain how they planned to help meet the players’ financial goals. That experience motivated Kurt to make finance his career, so he could help people understand the financial markets and the science behind investing.

As a fixed income portfolio advisor, Kurt works with advisors to develop, implement and maintain high-quality customized, fixed income portfolios. He also monitors for events like downgrades, calls or maturities. But what Kurt most enjoys is explaining Buckingham’s evidence-based approach to investing. The most rewarding part of Kurt’s day is hearing that he helped someone have a better understanding of the market and the firm’s investment approach.

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