The Blog
Mentor JournalSharing thoughts and ideas about investments, capital markets and portfolio management
Muni Investors: Watch Out for the De Minimis Rule!
A lesser known tax rule, called the “de minimis” rule, has become important again for municipal bond investors. Here are the basics you need to know.
How Do Fed Funds Futures Work?
Fed funds futures get a lot of coverage in the financial media. But what are they and how do they work? And do they really tell the future for interest rates?
All About Yield Curves, Bulls and Bears
You may be familiar with yield curves that steepen or flatten. But what are bull and bear steepeners and flatteners? Let’s explore these changes to the yield curve.
Yield Spread: The Building Blocks of Yield
What is a yield spread and how is it determined? Here are five fundamental factors that drive the yield spread on a fixed-income investment.
Here’s a Simple Tool to Help with Your Bank’s LIBOR Transition
The Office of the Comptroller of the Currency recently released an updated self-assessment tool to help bank’s evaluate their preparedness for LIBOR’s eventual retirement.
What Is a Yield Curve and What Does Its Slope Mean?
The yield curve is an essential tool for making decisions about investment and balance sheet strategies. Learn what the yield curve is and how to interpret the curve’s shape.
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