In this episode: FOMC decision (1:35) BTFP is officially ending (6:09) Discount Window proposal (7:55) Rates are changing, what should we do? (11:23) Upcoming investment strategy workshop (LEARN MORE) Two investment training opportunities (22:37) Bond Basics course (LEARN MORE) Community Bank Investments School (CBIS) (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tip ..read more

In this episode: Bond market review (2:14) Federal Reserve update (4:59) BTFP expiration FOMC membership changes Portfolio preparations for 2024 (10:12) Join us at the Fixed Income Institute (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out ..read more

In this episode: Special Guest:  Darnell Canada from Darling Consulting Group Join us at the Fixed Income Institute (LEARN MORE) 1-on-1 mentoring - Professional development for community bankers (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it ..read more

In this episode: Special Guest:  Bob Newman from Chatham Financial Join us at the Fixed Income Institute (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media! LinkedIn: Christopher Nelson, CFA Facebook: &nb ..read more

In this episode: Special Guest:  Neil Stanley from The Core Point Pressure Gauge for Bank Funding (Click here to try it!) Join us at the Fixed Income Institute (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Medi ..read more

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Results of FHFA review of FHLB (3:53) (Download FHFA Report) The Fixed Income Institute: The Ultimate Investment Training for Community Bankers (9:51) (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, a ..read more

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Review of bond markets & economic data (1:12) July MBS prepayment report (2:04) Investment Strategy Workshop in September! (3:31) (Learn More) Guest: Gretchen Claflin, Pacific Coast Banking School (5:58) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast wit ..read more

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Review of bond markets & economic data (1:43) Coming Up! - GSBC Economic & Investment Forum (5:11) (Learn More) Past episodes on fixed-income security types (6:30) Municipal bonds (Click Here) Commercial MBS (Click Here) The basics of SBA securities (6:56) What are SBA securities? Variable-rate SBA pools Fixed-rate SBA pools SBAPs SBICs If you have questions about anything covered in this episode, please email ..read more

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Bond market review (2;34) EMMA - A free muni bond resource (3:51) (Learn More) The basics of commercial mortgage-backed securities (7:38) What are commercial MBS? Call or prepayment protection benefits Agency CMBS types Fannie Mae - DUS, ACES Freddie Mac - Freddie Ks, FRESB Ginnie Mae - Project loans CMBS risks & considerations Download one of the BIM Investment Guides (Learn More) Pre-purchase due diligence checklis ..read more

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Bond market review (1:59) The latest MBS prepayment data (5:26) The basics of municipal bonds (6:51) What are municipal bonds? Benefits of muni bonds Types of municipal bonds Taxable-equivalent yields Risks & other considerations Check out the Bond Basics course! If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from t ..read more