FOR IMMEDIATE RELEASE – September 18, 2001
Rick Gerali, Vice President of Bernardi Securities in Chicago, will be the guest this month on the cable access show Financial Solutions that airs in numerous northern Cook County and southern Lake County communities in Illinois. The topic of this month’s program is Constructing a Bond Portfolio.
Gerali received his undergraduate degree from North Park College and his masters from Governors State University. Since 1986, he has worked with clients in structuring and managing conservative portfolios.
Bernardi Securities originally specialized in underwriting and trading municipal bonds. Currently they have 30 professionals who service a network of high net worth individuals, investment advisors and a limited number of institutional accounts by providing active portfolio management of conservative, fixed-income portfolios.
The current investment period has been extremely volatile. The Dow Jones Industrial Average and the NASDAQ Composite Index are trading at values not seen in several years. After the bombing of the World Trade Center and the Pentagon, the Dow experienced a 684-point drop on Sept. 17, the largest one day drop in history.
As a percentage, it ranked only 14th among the average’s worst percentage declines. Still, this is little comfort to individuals whose portfolios have declined in value. So what can you do to reduce this volatility? Our guest, Rick Gerali, will attempt to answer this and other questions relating to fixed income investments.
Questions to be addressed during the show include: Why do investors buy bonds? What is the difference between individual bonds and bond funds? At what portfolio size should an investor start considering individual bonds? What are the differences between municipal, corporate and treasury bonds? Should an investor trade bonds in his or her portfolio? And, how do Treasury Inflation Protected Securities or TIPS differ from traditional treasury bonds?
The show will air on Comcast cable once a week at 6:30 p.m. on Tuesday’s for the entire month of October. The program reaches 105,000 subscribers on channel 35 in Arlington Heights, Bartlett, Des Plaines, Glenview, Golf, Hanover Park, Mt. Prospect, Northbrook, Park Ridge, Prospect Heights, Schaumburg, Skokie, Streamwood and Wheeling. The show will also be broadcast on Channel 19 at the same time to 120,000 subscribers in Buffalo Grove, Elk Grove Village, Hoffman Estates, Lincolnwood, Morton Grove, Niles, Northfield, Palatine, Rolling Meadows and Wilmette.
Financial Solutions is produced and hosted by Patrick Doland, CFP™, a fee only financial planner and investment manager in Northbrook and is intended to help viewers address their questions on investments, retirement planning, education planning, insurance, and estate planning.
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