The Blog
Mentor JournalSharing thoughts and ideas about investments, capital markets and portfolio management
Making Sense of Make-Whole Calls
What is a make-whole call? How can an investor benefit? Here’s what you need to know!
Understanding the 4 Levels of Risk
Discover the four levels of risk that community bankers need to know when managing investments.
What to Do When You’re Not Investing
Investing activity has slowed for community financial institutions. But that doesn’t mean you can ignore the investment portfolio! Here are 5 things you can do.
How to Build and Manage a Bond Ladder
What is a bond ladder, and how can community bankers use this investment strategy for liquidity management? Here are the details and a 5-step process to manage this essential tool.
6 Tips for Managing Investments During Uncertain Times
As a portfolio manager, you need to be ready for the curve balls that come your way when things get uncertain. But what can you do to help prepare yourself for when it happens? Here are 6 tips to help!
The Return of Liquidity Management
After a couple of years of pandemic-related excess liquidity, it’s time for community banks and credit unions to return to liquidity management practices.
Claim Your Free Due Diligence Checklists
Free Download. These checklists will help you organize your pre-purchase process and fine-tune your investment decision making.
You’ll also receive my email newsletter where I share tips, resources and updates relating to investments, fixed income portfolios and asset-liability managment. If you change your mind, you can unsubscribe anytime.