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Resources

The Toolbox

Books, tools and other resources to help you in your investment journey.  

Tools

FIXED INCOME PRE-PURCHASE CHECKLISTS

I have created a package of eight pre-purchase checklists to help you fine-tune your research efforts and organize your information for easy reference after the trade is executed.  If you are looking for a way to boost your due diligence process for your fixed income securities purchases, you need to check these out!

Click the button to get your copy of the checklists!

ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA)

EMMA was created by the Municipal Securities Rulemaking Board (MSRB) to provide free access to securities and data for municipal bonds.  Through the site, you can view and download official statements and disclosure documents, and retrieve trade price history for individual muni securities.  

In addition, you can access market information including offering calendars, market statistics, and yield curve data.  If you sign up for a free account with EMMA, you can even upload a list of your municipal bond holdings and receive alerts and notifications when information on your bonds is updated.

Click the link to learn more about EMMA!

FANNIE MAE DUS DISCLOSE

Fannie Mae created the DUS Disclose website as a resource for investors interested in the commercial mortgage-backed securities (CMBS) they originate.  You are able to look up and download in-depth data on individual DUS bonds, set up an online portfolio of current holdings and receive notifications of changes to your bonds due to deliquency, paydown or collateral and prepayment changes.

Click the link to explore DUS Disclose!

BLOOMBERG PROFESSIONAL SERVICES

If you are involved with managing a fixed income portfolio, then you are no doubt familiar with Bloomberg data.  The Bloomberg terminal is a cornerstone of the financial markets when it comes to security analysis and real-time data.

If you are at the point of considering an investment in your own Bloomberg terminal (warning:  it’s not a cheap date), then click the button to learn more about Bloomberg and schedule a demo.

AUDIBLE

I love to read.  There is nothing more enjoyable to me than getting lost in a good book.  It doesn’t matter if it’s fiction or non-fiction.

However, my schedule doesn’t always allow me the time I would like to catch up on my reading.  That’s why Audible is an important part of my personal toolbox.

Audible let’s me listen to great books when I might not otherwise have time.  Whether it’s driving to and from work, exercising or working around the house, I can stay on top of my reading.  In fact, I’ve enjoyed many bestselling business and finance books on Audible.  I highly recommend it.

Click the link to check out Audible and see how it can help you!

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