https://simplecast.com Bond Investment Mentor Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution?  Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets. 2019-2026 Bond Investment Mentor LLC en Mon, 6 Apr 2026 10:30:00 +0000 Thu, 9 Apr 2026 20:59:56 +0000 https://bond-investment-mentor.simplecast.com Bond Investment Mentor https://image.simplecastcdn.com/images/5be32b29-bb57-487c-a8be-befc09929517/70ae488e-7229-4452-9694-d1ba8528620c/3000x3000/bim-3000.jpg?aid=rss_feed https://bond-investment-mentor.simplecast.com episodic Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution?  Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets. Chris Nelson, CFA false https://feeds.simplecast.com/_2wJvsEJ bonds, community banks, credit unions, fixed income, banking, portfolio management Bond Investment Mentor LLC Chris@BondInvestmentMentor.com b01d5ea5-ec2f-4b89-b237-a103a53495a2 Investing in Bank Sub-Debt Welcome to Bond Investment Mentor! In this episode, Chris breaks down bank subordinated debt as community banks face a wave of refinancing offers. Learn what makes sub-debt riskier than typical bonds, the policy foundation required before investing, and how to perform independent credit analysis on these securities.

In this episode:

  • Market & Rate Update (1:32)
  • Follow-Up Investments/Liquidity Discussion on LinkedIn (7:51)
  • Investing in Bank Sub-Debt (12:22)
  • Coming in May - The Community Bank Performance Institute (39:31) (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

]]> Mon, 6 Apr 2026 10:30:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/048-puf7FzBo Welcome to Bond Investment Mentor! In this episode, Chris breaks down bank subordinated debt as community banks face a wave of refinancing offers. Learn what makes sub-debt riskier than typical bonds, the policy foundation required before investing, and how to perform independent credit analysis on these securities.

In this episode:

  • Market & Rate Update (1:32)
  • Follow-Up Investments/Liquidity Discussion on LinkedIn (7:51)
  • Investing in Bank Sub-Debt (12:22)
  • Coming in May - The Community Bank Performance Institute (39:31) (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

]]> Investing in Bank Sub-Debt Chris Nelson, CFA 00:46:48 Chris breaks down bank subordinated debt investing for community financial institutions. Learn about sub-debt characteristics and risks, steps to take before investing, and how to independently evaluate these securities. Chris breaks down bank subordinated debt investing for community financial institutions. Learn about sub-debt characteristics and risks, steps to take before investing, and how to independently evaluate these securities. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 48 5e59fe14-0ecc-45cc-a769-1aa4caf94711 Cash Flow Is King Welcome to Bond Investment Mentor! In this episode, Chris explores why strategic cash flow management should be your number one liquidity tool for managing the investment portfolio. Learn how to move from reactive scrambling to proactive liquidity planning, while protecting portfolio income and performance.

In this episode:

  • Federal Reserve Update (1:13)
  • FASB Comments on Hedging HTM Securities (7:12)
  • Cash Flow Is King (12:45)
  • Free 3-Day Investment Managers Playbook Series (28:46) (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

]]> Fri, 20 Mar 2026 20:48:15 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/047-A_lVhUl8 Welcome to Bond Investment Mentor! In this episode, Chris explores why strategic cash flow management should be your number one liquidity tool for managing the investment portfolio. Learn how to move from reactive scrambling to proactive liquidity planning, while protecting portfolio income and performance.

In this episode:

  • Federal Reserve Update (1:13)
  • FASB Comments on Hedging HTM Securities (7:12)
  • Cash Flow Is King (12:45)
  • Free 3-Day Investment Managers Playbook Series (28:46) (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

]]> Cash Flow Is King Chris Nelson, CFA 00:33:33 Chris explores why strategic cash flow management should be your number one liquidity tool for managing the investment portfolio. Learn how to move from reactive scrambling to proactive liquidity planning, while protecting portfolio income and performance. Chris explores why strategic cash flow management should be your number one liquidity tool for managing the investment portfolio. Learn how to move from reactive scrambling to proactive liquidity planning, while protecting portfolio income and performance. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 47 7d3444ae-a2ee-45e2-947e-06431ed5ba7e The Return of Prepayment Risk Management Welcome to Bond Investment Mentor! In this episode, Chris discusses prepayment risk, why it may be making a comeback, and how to manage this risk in investment portfolios.

In this episode:

  • Celebrating five years of BIM1 (1:06)
  • Bond market update (2:40)
    • Bond rally and interest rates
    • Fed Chair Powell comments
    • The importance of "strategic patience"
  • What's happening with the GDPNow model? (7:30) - Check out Atlanta Fed GDPNow
  • The return of prepayment risk management (12:32)
  • How to work with Chris (36:00) (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

]]> Sat, 5 Apr 2025 19:27:16 +0000 Chris@BondInvestmentMentor.com (Chris Nelson CFA) https://bond-investment-mentor.simplecast.com/episodes/046-rdh7Py06 Welcome to Bond Investment Mentor! In this episode, Chris discusses prepayment risk, why it may be making a comeback, and how to manage this risk in investment portfolios.

In this episode:

  • Celebrating five years of BIM1 (1:06)
  • Bond market update (2:40)
    • Bond rally and interest rates
    • Fed Chair Powell comments
    • The importance of "strategic patience"
  • What's happening with the GDPNow model? (7:30) - Check out Atlanta Fed GDPNow
  • The return of prepayment risk management (12:32)
  • How to work with Chris (36:00) (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

]]> The Return of Prepayment Risk Management Chris Nelson CFA 00:39:55 Chris explains why prepayment risk may be making a comeback and offers a practical approach to analyzing and managing this risk in community financial institution investment portfolios. Chris explains why prepayment risk may be making a comeback and offers a practical approach to analyzing and managing this risk in community financial institution investment portfolios. banking, cmos, prepayment risk, bonds, mbs, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 46 4719d12e-3c19-4eaa-9dc0-e36bd117562e The Power Of Strategic Portfolio Management Welcome to Bond Investment Mentor! In this episode, Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment.

In this episode:

  • Upcoming training (2:10)
    • GSBC Executive Development Institute
    • Community Bank Performance Institute
    • Learn More
  • Federal Reserve update (4:00)
    • FOMC decision
    • Bowman nomination for Vice Chair
  • Interest rates and the yield curve (11:35)
  • The power of strategic investment portfolio management (15:16)
  • Investment Training - Bond Basics Course (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

]]> Sat, 22 Mar 2025 11:05:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson) https://bond-investment-mentor.simplecast.com/episodes/045-LT8DpJO_ Welcome to Bond Investment Mentor! In this episode, Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment.

In this episode:

  • Upcoming training (2:10)
    • GSBC Executive Development Institute
    • Community Bank Performance Institute
    • Learn More
  • Federal Reserve update (4:00)
    • FOMC decision
    • Bowman nomination for Vice Chair
  • Interest rates and the yield curve (11:35)
  • The power of strategic investment portfolio management (15:16)
  • Investment Training - Bond Basics Course (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

]]> The Power Of Strategic Portfolio Management Chris Nelson 00:38:18 Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment. Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 45 5399f389-e594-4f4d-9c31-795c79d2d937 Rates Are Changing, What Should We Do Now? In this episode:

  • FOMC decision (1:35)
  • BTFP is officially ending (6:09)
  • Discount Window proposal (7:55)
    • Federal Reserve info on Discount Window collateral (Click here)
  • Rates are changing, what should we do? (11:23)
  • Upcoming investment strategy workshop (LEARN MORE)
  • Two investment training opportunities (22:37)

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:  Bond Investment Mentor

]]> Tue, 6 Feb 2024 11:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson CFA) https://bond-investment-mentor.simplecast.com/episodes/044-4hx0sstM In this episode:

  • FOMC decision (1:35)
  • BTFP is officially ending (6:09)
  • Discount Window proposal (7:55)
    • Federal Reserve info on Discount Window collateral (Click here)
  • Rates are changing, what should we do? (11:23)
  • Upcoming investment strategy workshop (LEARN MORE)
  • Two investment training opportunities (22:37)

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:  Bond Investment Mentor

]]> Rates Are Changing, What Should We Do Now? Chris Nelson CFA 00:26:12 Chris explores how to navigate investment strategies amidst a constantly evolving rate environment and discusses the factors behind his simple answer to the "what should we do now" question. Chris explores how to navigate investment strategies amidst a constantly evolving rate environment and discusses the factors behind his simple answer to the "what should we do now" question. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 44 ecca08f5-d3e6-45d3-b66f-c892272f6653 Let's Get Ready for 2024! 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!

Let’s Connect via Social Media!

LinkedIn: Christopher Nelson, CFA

Facebook:  Bond Investment Mentor

]]> Wed, 17 Jan 2024 11:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson CFA) https://bond-investment-mentor.simplecast.com/episodes/043-YoOJZhLq 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!

Let’s Connect via Social Media!

LinkedIn: Christopher Nelson, CFA

Facebook:  Bond Investment Mentor

]]> Let's Get Ready for 2024! Chris Nelson CFA 00:28:53 Chris shares a five-step process to help prepare you and your institution's investment portfolio for 2024. Chris shares a five-step process to help prepare you and your institution's investment portfolio for 2024. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 43 ac065bfb-0b33-4621-9835-523a8e249498 The Importance of Proactive Balance Sheet Management In this episode:

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:  Bond Investment Mentor

]]> Fri, 22 Dec 2023 18:12:55 +0000 Chris@BondInvestmentMentor.com (Darnell Canada, Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/042-jO1MQpA3 In this episode:

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:  Bond Investment Mentor

]]> The Importance of Proactive Balance Sheet Management Darnell Canada, Chris Nelson, CFA 00:44:46 Chris is joined by guest Darnell Canada from Darling Consulting Group to take a look back at 2023 and discuss how community bankers can position themselves for 2024. Chris is joined by guest Darnell Canada from Darling Consulting Group to take a look back at 2023 and discuss how community bankers can position themselves for 2024. banking, asset liability management, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 42 175e1abc-5d2f-4d0f-b819-d0664fdb490a Diving Into The World of Derivatives In this episode:

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:  Bond Investment Mentor

]]> Tue, 12 Dec 2023 16:32:53 +0000 Chris@BondInvestmentMentor.com (Bob Newman, Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/041-vxKSS4Bw In this episode:

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:  Bond Investment Mentor

]]> Diving Into The World of Derivatives Bob Newman, Chris Nelson, CFA 00:35:47 Chris catches up with Bob Newman from Chatham Financial, discussing how community bankers have used derivatives to manage the balance sheet and how they can include them in their strategy toolbox for 2024. Chris catches up with Bob Newman from Chatham Financial, discussing how community bankers have used derivatives to manage the balance sheet and how they can include them in their strategy toolbox for 2024. interest rate swaps, banking, derivatives, fixed income investments, bonds, investment portfolios, portfolio management, credit unions, community banks false full 41 9159e12b-a156-4d11-9dcb-ffe90825b079 Revisiting the Rate Setting Playbook In this episode:

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:  Bond Investment Mentor

]]> Mon, 4 Dec 2023 11:00:00 +0000 Chris@BondInvestmentMentor.com (Neil Stanley, Chris Nelson CFA) https://bond-investment-mentor.simplecast.com/episodes/040-tPitX5U0 In this episode:

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:  Bond Investment Mentor

]]> Revisiting the Rate Setting Playbook Neil Stanley, Chris Nelson CFA 00:40:06 Chris has a conversation with Neil Stanley from The Core Point, taking a look back at 2023 and discussing what's important for community bankers to consider heading into 2024. Chris has a conversation with Neil Stanley from The Core Point, taking a look back at 2023 and discussing what's important for community bankers to consider heading into 2024. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 40 b7e12fea-db97-4525-86b8-6dd8baf9b8ef The Ultimate Investment Resource for Community Bankers 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:

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:  Bond Investment Mentor

]]> Thu, 16 Nov 2023 11:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/039-e8qepL5_ 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:

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:  Bond Investment Mentor

]]> The Ultimate Investment Resource for Community Bankers Chris Nelson, CFA 00:23:01 Chris announces the launch of a new investment training program designed specifically for community bankers - a one-stop, unbiased source for fixed-income investment and portfolio management knowledge. Chris announces the launch of a new investment training program designed specifically for community bankers - a one-stop, unbiased source for fixed-income investment and portfolio management knowledge. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 39 b8995538-2afa-4e0f-96ce-8c8aed279b48 Shaping Future Bankers: A Look Inside Pacific Coast Banking School 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 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:  Bond Investment Mentor

]]> Mon, 14 Aug 2023 10:00:00 +0000 Chris@BondInvestmentMentor.com (Gretchen Claflin, Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/038-O32o6y6w 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 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:  Bond Investment Mentor

]]> Shaping Future Bankers: A Look Inside Pacific Coast Banking School Gretchen Claflin, Chris Nelson, CFA 00:39:32 Chris welcomes special guest Gretchen Claflin, President of Pacific Coast Banking School, to discuss the school and its education programs for community bankers. Chris welcomes special guest Gretchen Claflin, President of Pacific Coast Banking School, to discuss the school and its education programs for community bankers. banking, bonds, fixed-income investments, investment portfolios, portfolio management, credit unions, community banks false full 38 652a092f-f231-4cd7-94d9-b200d72b66e7 The Basics of SBA Securities 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)
  • 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 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:  Bond Investment Mentor

]]> Mon, 7 Aug 2023 20:58:26 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/037-0IkVDOaf 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)
  • 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 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:  Bond Investment Mentor

]]> The Basics of SBA Securities Chris Nelson, CFA 00:20:23 Chris reviews the different types of SBA securities, their benefits, and their risks. Chris reviews the different types of SBA securities, their benefits, and their risks. sba securities, banking, bonds, investment portfolios, variable rate securities, portfolio management, credit unions, commercial mbs, community banks, fixed income investing false full 37 8ca81cb8-62a5-4d66-828c-357d069ace44 The Basics of Commercial MBS 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 checklists
    • Fed BTFP guide
    • Bloomberg yield table guide
    • Broker due-diligence checklist

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:  Bond Investment Mentor

]]> Mon, 24 Jul 2023 10:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/036-XzJl9bwj 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 checklists
    • Fed BTFP guide
    • Bloomberg yield table guide
    • Broker due-diligence checklist

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:  Bond Investment Mentor

]]> The Basics of Commercial MBS Chris Nelson, CFA 00:22:46 Chris provides an introduction to commercial mortgage-backed securities offered by the Federal agencies, their benefits, and risks. Chris provides an introduction to commercial mortgage-backed securities offered by the Federal agencies, their benefits, and risks. banking, bonds, investment portfolios, portfolio management, credit unions, commercial mbs, community banks, fixed income investing false full 36 c4192912-1a15-44ee-b5c3-2ee5d2a7d5c9 The Basics of Municipal Bonds 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 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:  Bond Investment Mentor

]]> Mon, 17 Jul 2023 10:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/035-kYZFgze_ 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 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:  Bond Investment Mentor

]]> The Basics of Municipal Bonds Chris Nelson, CFA 00:24:44 Chris explores municipal bonds, their benefits and risks, and how they can be used in a community financial institution’s investment portfolio. Chris explores municipal bonds, their benefits and risks, and how they can be used in a community financial institution’s investment portfolio. banking, bonds, investment portfolios, portfolio management, municipal bonds, credit unions, community banks, fixed income investing false full 35 2ef6d4b9-d27b-4565-9cc9-6580fe1a2bcb The Four Levels of Risk 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 (1:43)
  • A follow-up to last week's episode (3:56)
  • The four levels of risk (6:32)

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:  Bond Investment Mentor

]]> Mon, 10 Jul 2023 10:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/034-xyb5XM4O 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 (1:43)
  • A follow-up to last week's episode (3:56)
  • The four levels of risk (6:32)

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:  Bond Investment Mentor

]]> The Four Levels of Risk Chris Nelson, CFA 00:24:47 Chris explores four levels of risk management you need to consider when managing the investment portfolio for your community financial institution. Chris explores four levels of risk management you need to consider when managing the investment portfolio for your community financial institution. risk management, banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 34 91aecedd-1dd6-4160-8d71-a4c1f5794d17 What to Do When You're Not Investing 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:

  • Q2 Bond market & interest rate update (2:12)
  • The end of LIBOR (5:43)
  • Question: What are make-whole calls? (7:13)
  • Five Tips - What to do when you're not actively investing (10:33)

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:  Bond Investment Mentor

]]> Sun, 2 Jul 2023 19:42:51 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/033-8_qFFxc2 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:

  • Q2 Bond market & interest rate update (2:12)
  • The end of LIBOR (5:43)
  • Question: What are make-whole calls? (7:13)
  • Five Tips - What to do when you're not actively investing (10:33)

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:  Bond Investment Mentor

]]> What to Do When You're Not Investing Chris Nelson, CFA 00:22:51 Chris shares five tips on things a community banker can do when they're not actively investing to help manage the portfolio effectively. Chris shares five tips on things a community banker can do when they're not actively investing to help manage the portfolio effectively. banking, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 33 7ef0e086-33cf-43b0-98ff-18f8b5ebda59 Building & Managing a Bond Ladder 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:

  • Federal Reserve update / Powell comments (2:20)
  • Texas Permanent School Fund update (5:58)
  • Building and managing bond ladders (8:00)

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:  Bond Investment Mentor

]]> Fri, 23 Jun 2023 22:50:45 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/032-T9hovZKR 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:

  • Federal Reserve update / Powell comments (2:20)
  • Texas Permanent School Fund update (5:58)
  • Building and managing bond ladders (8:00)

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:  Bond Investment Mentor

]]> Building & Managing a Bond Ladder Chris Nelson, CFA 00:18:43 Chris discusses how to build and manage bond ladders as part of managing the institution's investment portfolio. Chris discusses how to build and manage bond ladders as part of managing the institution's investment portfolio. banking, bonds, bond ladders, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 32 7abdf716-60e1-497d-a67b-a9114bf2fd77 The Effect of Interest Rates Then and Now 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:

  • What's a virtual treasurer? (1:23)
  • Special Guest: Neil Stanley (2:43)
    • Comparing historical and current interest rates
    • Effect of rates then and now
      • Investments
      • Deposits
    • Liquidity and deposit management

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:  Bond Investment Mentor

]]> Mon, 24 Apr 2023 10:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA, Neil Stanley) https://bond-investment-mentor.simplecast.com/episodes/031-42J4VWbi 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:

  • What's a virtual treasurer? (1:23)
  • Special Guest: Neil Stanley (2:43)
    • Comparing historical and current interest rates
    • Effect of rates then and now
      • Investments
      • Deposits
    • Liquidity and deposit management

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:  Bond Investment Mentor

]]> The Effect of Interest Rates Then and Now Chris Nelson, CFA, Neil Stanley 00:55:16 Chris has a conversation with guest Neil Stanley, President and CEO of The Core Point. They discuss interest rates in the 1980s, 1990s, and today, as well as their impact on investments, liquidity, and deposits. Chris has a conversation with guest Neil Stanley, President and CEO of The Core Point. They discuss interest rates in the 1980s, 1990s, and today, as well as their impact on investments, liquidity, and deposits. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 31 ae65bfb8-046d-4078-bbd2-f71470da1c63 Information Overload & Cutting Through the Noise 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:

  • New Fed borrowing program and free guide (4:01) (DOWNLOAD HERE)
  • Texas PSF update (8:29)
  • Question: Managing information overload (11:06)
  • Your "virtual Treasurer" (25:27)

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:  Bond Investment Mentor

]]> Tue, 11 Apr 2023 10:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/030-sXkun1Z7 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:

  • New Fed borrowing program and free guide (4:01) (DOWNLOAD HERE)
  • Texas PSF update (8:29)
  • Question: Managing information overload (11:06)
  • Your "virtual Treasurer" (25:27)

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:  Bond Investment Mentor

]]> Information Overload & Cutting Through the Noise Chris Nelson, CFA 00:29:25 Chris answers a listener's question about market and industry information overload and shares his process for keeping things under control, cutting through the noise, and taming the information beast. Chris answers a listener's question about market and industry information overload and shares his process for keeping things under control, cutting through the noise, and taming the information beast. banking, btfp, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 30 a886764c-af9c-4382-b56d-7540d263f135 Takeaways from the Silicon Valley Bank Failure 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:

  • Silicon Valley Bank: What happened?
  • Article by Marc Rubinstein (CLICK HERE)
  • 7 Takeaways for community bankers

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:  Bond Investment Mentor

]]> Sun, 12 Mar 2023 20:04:18 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/029-zFaJGYkh 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:

  • Silicon Valley Bank: What happened?
  • Article by Marc Rubinstein (CLICK HERE)
  • 7 Takeaways for community bankers

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:  Bond Investment Mentor

]]> Takeaways from the Silicon Valley Bank Failure Chris Nelson, CFA 00:18:29 Chris discusses this week's failure of Silicon Valley Bank and shares seven takeaways for all community bankers to consider. Chris discusses this week's failure of Silicon Valley Bank and shares seven takeaways for all community bankers to consider. silicon valley bank, banking, asset liability management, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 29 99cb766b-ebfa-4248-831b-1988d4681c11 Where to Focus Your Investment Efforts in 2023 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:

  • FOMC decision (2:13)
  • Economic data review (4:27)
    • Employment report
    • Employment cost index
    • ISM manufacturing & service indices
  • MBS news:  Lower 15-year mortgage issuance (8:02)
  • Question:  What do you do? (9:52)
  • Where to focus your investment efforts in 2023 (14:38)

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:  Bond Investment Mentor

]]> Wed, 8 Feb 2023 11:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/028-ibUOgydJ 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:

  • FOMC decision (2:13)
  • Economic data review (4:27)
    • Employment report
    • Employment cost index
    • ISM manufacturing & service indices
  • MBS news:  Lower 15-year mortgage issuance (8:02)
  • Question:  What do you do? (9:52)
  • Where to focus your investment efforts in 2023 (14:38)

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:  Bond Investment Mentor

]]> Where to Focus Your Investment Efforts in 2023 Chris Nelson, CFA 00:24:35 Chris shares some suggestions on where to focus your investment efforts to help you, your portfolio, and your institution in 2023. Chris shares some suggestions on where to focus your investment efforts to help you, your portfolio, and your institution in 2023. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 28 e67fc138-4126-407d-bfde-426231437c15 Why Every Financial Institution Needs an Investment Strategy 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:

  • Year-end market & interest rate review (2:21)
  • Federal Reserve news (6:29)
  • This week's economic data (11:27)
    • Employment report
    • ISM Services Index
  • Why every financial institution needs an investment strategy (13:52)
  • Live training coming up! BIM Investment Strategy Workshop (REGISTER TODAY)  (23:59)

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:  Bond Investment Mentor

]]> Sun, 8 Jan 2023 17:24:59 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/027-woXc8T8H 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:

  • Year-end market & interest rate review (2:21)
  • Federal Reserve news (6:29)
  • This week's economic data (11:27)
    • Employment report
    • ISM Services Index
  • Why every financial institution needs an investment strategy (13:52)
  • Live training coming up! BIM Investment Strategy Workshop (REGISTER TODAY)  (23:59)

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:  Bond Investment Mentor

]]> Why Every Financial Institution Needs an Investment Strategy Chris Nelson, CFA 00:28:18 Chris discusses the importance of community financial institutions having a customized investment strategy and shares five reasons why. Chris discusses the importance of community financial institutions having a customized investment strategy and shares five reasons why. banking, investment strategy, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 27 65aa223c-1f33-4699-a2a6-bdde16d01551 2022 Year-End Roundup 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:

  • FOMC decision & market reaction (2.04)
  • Changes to FOMC membership (4:57)
  • Federal Reserve comments on unrealized investment losses & tangible capital issues (6:35)
  • New conforming loan limits for residential mortgages (10:02)
  • Updated guidance on legacy LIBOR-based adjustable mortgages (ARMs) (12:11)
    • Fannie Mae announcement (LINK)
    • Freddie Mac announcement (LINK)
  • Update on Texas Permanent School Fund (13:26)
  • Workshop coming in January! Building an Investment Strategy for Your Financial Institution (REGISTER TODAY)  (15:53)
  • 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:  Bond Investment Mentor

]]> Fri, 23 Dec 2022 23:20:37 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/026-pHT0UwcE 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:

  • FOMC decision & market reaction (2.04)
  • Changes to FOMC membership (4:57)
  • Federal Reserve comments on unrealized investment losses & tangible capital issues (6:35)
  • New conforming loan limits for residential mortgages (10:02)
  • Updated guidance on legacy LIBOR-based adjustable mortgages (ARMs) (12:11)
    • Fannie Mae announcement (LINK)
    • Freddie Mac announcement (LINK)
  • Update on Texas Permanent School Fund (13:26)
  • Workshop coming in January! Building an Investment Strategy for Your Financial Institution (REGISTER TODAY)  (15:53)
  • 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:  Bond Investment Mentor

]]> 2022 Year-End Roundup Chris Nelson, CFA 00:19:11 Chris provides updates from the financial markets to wrap up 2022, including stories about the Federal Reserve, unrealized losses and tangible capital, and the mortgage and municipal markets. Chris provides updates from the financial markets to wrap up 2022, including stories about the Federal Reserve, unrealized losses and tangible capital, and the mortgage and municipal markets. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 26 aeab5225-d639-4156-bae5-b19e502e312b Investment Hotspots in 2022 and Looking Ahead to 2023 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:

  • Coming in January! Building an Investment Strategy for Your Financial Institution (LEARN MORE)  (1:44)
  • Conversation w/ Darnell Canada from Darling Consulting Group (5:45)
    • The issue of negative tangible equity & FHLB funding
    • Using HTM vs. AFS classification for investments
    • Importance of good investment communications
    • Investor hesitancy to make investments today
    • Investment planning & considerations for 2023

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:  Bond Investment Mentor

]]> Thu, 15 Dec 2022 11:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/025-ueNDX00x 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:

  • Coming in January! Building an Investment Strategy for Your Financial Institution (LEARN MORE)  (1:44)
  • Conversation w/ Darnell Canada from Darling Consulting Group (5:45)
    • The issue of negative tangible equity & FHLB funding
    • Using HTM vs. AFS classification for investments
    • Importance of good investment communications
    • Investor hesitancy to make investments today
    • Investment planning & considerations for 2023

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:  Bond Investment Mentor

]]> Investment Hotspots in 2022 and Looking Ahead to 2023 Chris Nelson, CFA 00:53:32 Chris shares a conversation with guest Darnell Canada, Managing Director from Darling Consulting Group. They discuss some of the major topics affecting investments this year and how to plan for 2023. Chris shares a conversation with guest Darnell Canada, Managing Director from Darling Consulting Group. They discuss some of the major topics affecting investments this year and how to plan for 2023. banking, investment management, bonds, investment portfolios, credit unions, community banks, fixed income investing false full 25 3f73676c-06c3-4877-b4cc-8239a4492faf The Basics of Hybrid ARMs 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:

  • FOMC Rate Decision (1:36)
  • Bond Market Review (5:43)
  • 6 Tips to Managing Through Uncertainty (8:16)
  • The Basics of Hybrid ARMs 
    • What are hybrid ARMs?
    • How are they different from other mortgage securities?
    • Understanding how hybrid ARMs behave
    • Managing hybrid ARM risks
    • Why invest in hybrid ARMs?
  • Resource:  Fixed-Income Pre-Purchase Checklists (24:24) (DOWNLOAD)

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:  Bond Investment Mentor

]]> Tue, 8 Nov 2022 21:45:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/024-_h7vjuxq 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:

  • FOMC Rate Decision (1:36)
  • Bond Market Review (5:43)
  • 6 Tips to Managing Through Uncertainty (8:16)
  • The Basics of Hybrid ARMs 
    • What are hybrid ARMs?
    • How are they different from other mortgage securities?
    • Understanding how hybrid ARMs behave
    • Managing hybrid ARM risks
    • Why invest in hybrid ARMs?
  • Resource:  Fixed-Income Pre-Purchase Checklists (24:24) (DOWNLOAD)

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:  Bond Investment Mentor

]]> The Basics of Hybrid ARMs Chris Nelson, CFA 00:27:11 Chris answers a listener's question about hybrid ARMs, what they are, and why an investor might use them in the investment portfolio. He also discusses the latest happenings with interest rates and the bond markets. Chris answers a listener's question about hybrid ARMs, what they are, and why an investor might use them in the investment portfolio. He also discusses the latest happenings with interest rates and the bond markets. hybrid arms, banking, mortgage securities, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 24 662678b3-8793-4a86-8b8a-3596707bc0c0 Investment Conversations with the Board 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:

  • Quarter-end market review (2:29)
  • Moody's report on municipal stress test results (7:43)
  • Listener question: Modified vs. effective duration (9:32)
  • Investment conversations with the board (12:56)
    • The board member's perspective
    • 4 investment conversations
      • Role of the investment portfolio
      • Key fundamental investment concepts
      • Relevant market information
      • Investment updates & strategies
  • BIG NEWS! New online training courses (27:23) (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:  Bond Investment Mentor

]]> Wed, 5 Oct 2022 19:04:38 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/023-SJmU2VF7 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:

  • Quarter-end market review (2:29)
  • Moody's report on municipal stress test results (7:43)
  • Listener question: Modified vs. effective duration (9:32)
  • Investment conversations with the board (12:56)
    • The board member's perspective
    • 4 investment conversations
      • Role of the investment portfolio
      • Key fundamental investment concepts
      • Relevant market information
      • Investment updates & strategies
  • BIG NEWS! New online training courses (27:23) (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:  Bond Investment Mentor

]]> Investment Conversations with the Board Chris Nelson, CFA 00:32:35 Chris shares four investment conversation topics that are good for community bankers to have with their board to provide clarity and help the board understand what's going on with the investment portfolio. Chris shares four investment conversation topics that are good for community bankers to have with their board to provide clarity and help the board understand what's going on with the investment portfolio. banking, bond market, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 23 a15a9c74-029b-4c01-a9be-52788c382d21 Upside Down - The Inverted Yield Curve 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:

  • Federal Reserve & bond market update (3:01)
  • What's the difference between WAL and duration? (8:07)
  • Texas PSF program approaches its maximum capacity (10:33)
  • The Inverted Yield Curve (13:27)
    • What is an inverted yield curve?
    • Understanding the "2s/10s" spread
    • Historical curve inversion data
    • What does an inverted yield curve mean?
    • Investment considerations when the curve is inverted
  • Online training with the Bond Basics Course (21:20) (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:  Bond Investment Mentor

]]> Tue, 27 Sep 2022 10:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/022-VUiOJrkP 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:

  • Federal Reserve & bond market update (3:01)
  • What's the difference between WAL and duration? (8:07)
  • Texas PSF program approaches its maximum capacity (10:33)
  • The Inverted Yield Curve (13:27)
    • What is an inverted yield curve?
    • Understanding the "2s/10s" spread
    • Historical curve inversion data
    • What does an inverted yield curve mean?
    • Investment considerations when the curve is inverted
  • Online training with the Bond Basics Course (21:20) (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:  Bond Investment Mentor

]]> Upside Down - The Inverted Yield Curve Chris Nelson, CFA 00:25:31 Chris discusses how the Treasury yield curve has shifted recently and become “inverted.” He explores what it means, what it may be signaling, and ways to make investment decisions in such an environment. Chris discusses how the Treasury yield curve has shifted recently and become “inverted.” He explores what it means, what it may be signaling, and ways to make investment decisions in such an environment. banking, inverted, bonds, investment portfolios, yield curve, portfolio management, credit unions, community banks, fixed income investing false full 22 c416aa0c-5c87-42f7-a27d-e6542110e3b7 The Return of Liquidity Management 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:

  • A question about yield tables (2:40)
  • Bond market and economic review (6:15)
  • The return of liquidity management (9:16)
    • Heading back to the future w/ liquidity management
    • 3 Factors to successful liquidity management
    • The investment portfolio's role in managing liquidity
    • 2 ways to manage liquidity in the portfolio
  • Online training with the Bond Basics Course (20:12) (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:  Bond Investment Mentor

]]> Mon, 25 Jul 2022 18:08:17 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/021-XpPf7ORp 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:

  • A question about yield tables (2:40)
  • Bond market and economic review (6:15)
  • The return of liquidity management (9:16)
    • Heading back to the future w/ liquidity management
    • 3 Factors to successful liquidity management
    • The investment portfolio's role in managing liquidity
    • 2 ways to manage liquidity in the portfolio
  • Online training with the Bond Basics Course (20:12) (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:  Bond Investment Mentor

]]> The Return of Liquidity Management Chris Nelson, CFA 00:22:43 Chris discusses how liquidity management has finally returned to the forefront following a brief hiatus. He discusses three factors to managing liquidity successfully and how the investment portfolio can play a role. Chris discusses how liquidity management has finally returned to the forefront following a brief hiatus. He discusses three factors to managing liquidity successfully and how the investment portfolio can play a role. banking, bonds, investment portfolios, portfolio management, credit unions, liquidity, community banks, fixed income investing false full 21 73e21af7-138f-4ab7-bf4b-4784793998b8 Managing Optionality in the Investment Portfolio 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 and economic review (2:06)
  • Federal Reserve update (4:31)
  • July MBS prepayment report (8:25)
  • Managing option risk/optionality (10:27)
    • What is option risk? 
    • How do options work? 
    • 2 types of optionality 
    • How option risk affects securities and portfolios
    • How to manage optionality
  • Online training with the Bond Basics Course (30:43) (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:  Bond Investment Mentor

]]> Wed, 13 Jul 2022 10:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/020-LpF0fspg 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 and economic review (2:06)
  • Federal Reserve update (4:31)
  • July MBS prepayment report (8:25)
  • Managing option risk/optionality (10:27)
    • What is option risk? 
    • How do options work? 
    • 2 types of optionality 
    • How option risk affects securities and portfolios
    • How to manage optionality
  • Online training with the Bond Basics Course (30:43) (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:  Bond Investment Mentor

]]> Managing Optionality in the Investment Portfolio Chris Nelson, CFA 00:33:49 Chris explores the concept of option risk, also known as optionality, which is a critical element of managing a financial institution's investments. Chris covers what this risk is and how to manage it in the portfolio. Chris explores the concept of option risk, also known as optionality, which is a critical element of managing a financial institution's investments. Chris covers what this risk is and how to manage it in the portfolio. risk management, optionality, banking, bonds, option risk, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 20 44a0209a-de5b-4925-b49a-c9cd403cdd6b Navigating the Bloomberg Yield Table 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:

  • Jerome Powell on Capitol Hill (1:49)
  • Bond market review (4:22)
  • RESOURCE:  Bond market holiday calendars (7:31)
  • Navigating Bloomberg yield tables (9:30)
    • What are yield tables? (9:59)
    • Yield table format (11:30)
    • 4 Types of yield tables (16:13)
      • YT (PSA format)
      • YTR (CPR format)
      • YTH (historical)
      • YT BAM (Bloomberg model)
  • FREE GUIDE:  "Understanding the Bloomberg Yield Table" (22:12) (DOWNLOAD NOW)

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

]]> Thu, 30 Jun 2022 20:13:19 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/019-ac3QPbpr 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:

  • Jerome Powell on Capitol Hill (1:49)
  • Bond market review (4:22)
  • RESOURCE:  Bond market holiday calendars (7:31)
  • Navigating Bloomberg yield tables (9:30)
    • What are yield tables? (9:59)
    • Yield table format (11:30)
    • 4 Types of yield tables (16:13)
      • YT (PSA format)
      • YTR (CPR format)
      • YTH (historical)
      • YT BAM (Bloomberg model)
  • FREE GUIDE:  "Understanding the Bloomberg Yield Table" (22:12) (DOWNLOAD NOW)

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

]]> Navigating the Bloomberg Yield Table Chris Nelson, CFA 00:25:17 Chris reviews the information contained in Bloomberg’s yield table for mortgage-backed securities and the layout for each yield table version. Chris reviews the information contained in Bloomberg’s yield table for mortgage-backed securities and the layout for each yield table version. banking, bloomberg, mortgage securities, bonds, mortgage-backed securities, mbs, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 19 4286e25e-c787-4851-b4c2-455810fa8c55 5 Portfolio Management Tips for Trying Times 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:

  • Chris makes an apology - Pre-FOMC drama (1:34)
  • Federal Reserve rate decision (5:47)
  • Highest mortgage rates since 1987 and prepayment/extension risk (10:27)
  • 5 portfolio management tips when the markets are dicey (like now!) (12:27)
  • Free Download: Pre-Purchase Due Diligence Checklists (24:40) (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: Bond Investment Mentor

]]> Tue, 21 Jun 2022 10:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/018-N_HEg_la 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:

  • Chris makes an apology - Pre-FOMC drama (1:34)
  • Federal Reserve rate decision (5:47)
  • Highest mortgage rates since 1987 and prepayment/extension risk (10:27)
  • 5 portfolio management tips when the markets are dicey (like now!) (12:27)
  • Free Download: Pre-Purchase Due Diligence Checklists (24:40) (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: Bond Investment Mentor

]]> 5 Portfolio Management Tips for Trying Times Chris Nelson, CFA 00:27:03 Chris shares five tips for investment portfolio managers to help when market conditions get challenging (like the last few months, for example ;) ). Chris shares five tips for investment portfolio managers to help when market conditions get challenging (like the last few months, for example ;) ). banking, interest rates, federal reserve, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 18 b2d82317-1723-441e-b567-e76451ce826f Beware the Muni De Minimis Rule! 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:

  • Economic & Market Review (1:42)
    • Inflation report
    • Consumer sentiment
    • Consumer credit
    • GDP Now (Q2)
  • MBS Prepayment Data (6:58)
  • Understanding the De Minimis Tax Rule (11:03)
    • What is the de minimis rule?
    • The de minimis threshold price
    • Tax treatment of muni bond price accretion
    • Selling or buying deeply discounted municipal bonds
    • Bloomberg resources:  QTAX and FTAX
  • Here's how you can work with Chris! (19:44) (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!

]]> Sun, 12 Jun 2022 11:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/017-nc_4r6V7 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:

  • Economic & Market Review (1:42)
    • Inflation report
    • Consumer sentiment
    • Consumer credit
    • GDP Now (Q2)
  • MBS Prepayment Data (6:58)
  • Understanding the De Minimis Tax Rule (11:03)
    • What is the de minimis rule?
    • The de minimis threshold price
    • Tax treatment of muni bond price accretion
    • Selling or buying deeply discounted municipal bonds
    • Bloomberg resources:  QTAX and FTAX
  • Here's how you can work with Chris! (19:44) (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!

]]> Beware the Muni De Minimis Rule! Chris Nelson, CFA 00:22:51 Chris examines the de minimis tax rule and how it can affect investors in municipal bonds. He also reviews this week’s market data and shares the latest prepayment info for mortgage securities. Chris examines the de minimis tax rule and how it can affect investors in municipal bonds. He also reviews this week’s market data and shares the latest prepayment info for mortgage securities. banking, bonds, investment portfolios, portfolio management, municipal bonds, credit unions, community banks, fixed income investing false full 17 53ae36dc-10b9-4a17-8ff7-667b785e955f Understanding Fed Funds Futures 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:

  • May Market review (3:05)
  • Fed Initiates Quantitative Tightening 2.0 (6:59)
  • Understanding Fed Funds Futures (10:15)
  • NEW!  Bond Basics Online Investment Course (18:44) (Learn More and Register Today)

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: Bond Investment Mentor

]]> Fri, 3 Jun 2022 20:52:16 +0000 Chris@BondInvestmentMentor.com (Chris Nelson CFA) https://bond-investment-mentor.simplecast.com/episodes/016-GMOd0Coy 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:

  • May Market review (3:05)
  • Fed Initiates Quantitative Tightening 2.0 (6:59)
  • Understanding Fed Funds Futures (10:15)
  • NEW!  Bond Basics Online Investment Course (18:44) (Learn More and Register Today)

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: Bond Investment Mentor

]]> Understanding Fed Funds Futures Chris Nelson CFA 00:21:23 Chris discusses Fed funds futures contracts, what they are, and how they can be used to gauge market sentiment regarding interest rate moves by the Federal Reserve. He also shares resources to help analyze the Fed funds futures market. Chris discusses Fed funds futures contracts, what they are, and how they can be used to gauge market sentiment regarding interest rate moves by the Federal Reserve. He also shares resources to help analyze the Fed funds futures market. banking, interest rates, fed funds futures, federal reserve, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 16 4e61b8a2-64a0-4f58-a3d2-250329819a68 Investment Training from Graduate School of Banking at Colorado 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:

  • When did Treasury yields last rise as much as in March? (1:59)
  • Review of March FOMC minutes (4:08)
  • Latest MBS prepayment data (7:32)
  • Guest: Michael Stevens - President, Graduate School of Banking at Colorado (9:25)
  • NEW!  Bond Basics Online Investment Course (35:12) (Learn More and Register Today)

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: Bond Investment Mentor

]]> Fri, 8 Apr 2022 18:51:03 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/015-FruECuHh 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:

  • When did Treasury yields last rise as much as in March? (1:59)
  • Review of March FOMC minutes (4:08)
  • Latest MBS prepayment data (7:32)
  • Guest: Michael Stevens - President, Graduate School of Banking at Colorado (9:25)
  • NEW!  Bond Basics Online Investment Course (35:12) (Learn More and Register Today)

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: Bond Investment Mentor

]]> Investment Training from Graduate School of Banking at Colorado Chris Nelson, CFA 00:38:26 Chris speaks with Michael Stevens, President of the Graduate School of Banking at Colorado, about the school and its programs for community bankers, including the new GSBC+Invest investment training package. Chris speaks with Michael Stevens, President of the Graduate School of Banking at Colorado, about the school and its programs for community bankers, including the new GSBC+Invest investment training package. banking, investment training, banking schools, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 15 c7da9047-a182-44ca-b5de-fe2ff4fbf5b7 Ouch! Those Unrealized Losses! 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:

  • Recent Federal Reserve Moves and Comments (2:12)
  • Bond Market Reactions and Treasury Yields (5:16)
  • Unrealized Investment Losses (8:46)
    • What do the losses represent? (9:36)
    • What's the impact on financial institutions? (12:47)
    • What can a community banker do? (15:36)
  • NEW!  Bond Basics Online Investment Course (20:32) (Learn More and Register Today)

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: Bond Investment Mentor

 

]]> Thu, 31 Mar 2022 10:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/014-Ki40pDXe 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:

  • Recent Federal Reserve Moves and Comments (2:12)
  • Bond Market Reactions and Treasury Yields (5:16)
  • Unrealized Investment Losses (8:46)
    • What do the losses represent? (9:36)
    • What's the impact on financial institutions? (12:47)
    • What can a community banker do? (15:36)
  • NEW!  Bond Basics Online Investment Course (20:32) (Learn More and Register Today)

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: Bond Investment Mentor

 

]]> Ouch! Those Unrealized Losses! Chris Nelson, CFA 00:24:18 Chris reviews what’s been happening in the bond markets in the past few weeks and the unrealized losses it’s created for financial institution investment portfolios. He discusses why it’s happening, what it all means, and ways to deal with the challenge of unrealized losses. Chris reviews what’s been happening in the bond markets in the past few weeks and the unrealized losses it’s created for financial institution investment portfolios. He discusses why it’s happening, what it all means, and ways to deal with the challenge of unrealized losses. investment losses, banking, bond portfolios, unrealized losses, bonds, investment portfolios, bond prices, portfolio management, credit unions, community banks, fixed income investing false full 14 776f97d8-5a8e-4256-9eda-a818338e3e7e What Is Bond Convexity? 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:

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: Bond Investment Mentor

 

]]> Mon, 13 Dec 2021 11:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/013-9OqY5N8w 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:

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: Bond Investment Mentor

 

]]> What Is Bond Convexity? Chris Nelson, CFA 00:18:43 Chris discusses the concept of bond convexity, its relationship to duration, and how to utilize it in managing your community financial institution’s investment portfolio. Chris discusses the concept of bond convexity, its relationship to duration, and how to utilize it in managing your community financial institution’s investment portfolio. banking, bonds, duration, investment portfolios, portfolio management, credit unions, community banks, fixed income investing, convexity false full 13 38640a75-6412-4ea1-a16f-1735c2e61560 What Is Bond Duration? 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:

  • Understanding Duration (1:40)
    • The two definitions of duration
      • Accounting definition (Macauley duration)
      • Portfolio management definition (Modified duration)
    • Duration as a portfolio management tool
    • 3 factors that influence duration
    • Effective duration vs. modified duration
  • Latest inflation report & bond market reaction (12:32)
  • Federal Reserve:  Quarles resignation (14:11)
  • Review of agency MBS prepayment report (15:04)
  • LIBOR transition for community financial institutions (17:13)
  • Coming Up!  Bond Investment Mentor Live Training on 11/17 (20:34)

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: Bond Investment Mentor

]]> Sun, 14 Nov 2021 11:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson CFA) https://bond-investment-mentor.simplecast.com/episodes/012-4SboIHgR 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:

  • Understanding Duration (1:40)
    • The two definitions of duration
      • Accounting definition (Macauley duration)
      • Portfolio management definition (Modified duration)
    • Duration as a portfolio management tool
    • 3 factors that influence duration
    • Effective duration vs. modified duration
  • Latest inflation report & bond market reaction (12:32)
  • Federal Reserve:  Quarles resignation (14:11)
  • Review of agency MBS prepayment report (15:04)
  • LIBOR transition for community financial institutions (17:13)
  • Coming Up!  Bond Investment Mentor Live Training on 11/17 (20:34)

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: Bond Investment Mentor

]]> What Is Bond Duration? Chris Nelson CFA 00:23:34 Chris explores the concept of duration, what it is, the different ways of measuring it, and the factors that drive it. He also discusses how to use duration when analyzing fixed income securities and your institution's investment portfolio. Chris explores the concept of duration, what it is, the different ways of measuring it, and the factors that drive it. He also discusses how to use duration when analyzing fixed income securities and your institution's investment portfolio. banking, bonds, duration, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 12 7445716e-fe6f-493e-ac91-597bea10cc3a Yield Spreads and Yield Curves 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:

  • Understanding Yield Spreads (1:36)
    • What is yield spread?
    • Components of yield spread
    • Effect of market conditions on yield spread
  • Yield Curves (11:48)
    • What are yield curves?
    • What is yield curve slope?
    • Types of yield curve shapes
    • 3 factors that influence the shape of the yield curve
    • Evaluating the yield curve for investment decisions
  • Review of the Federal Open Market Committee (FOMC) meeting (17:39)
  • New investment training program from Graduate School of Banking at Colorado (20:28)
  • COMING UP!  Bond Investment Mentor Live Training on 11/17 (22:49)

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: Bond Investment Mentor

 

]]> Sat, 6 Nov 2021 20:17:39 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/011-8KEL8aGu 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:

  • Understanding Yield Spreads (1:36)
    • What is yield spread?
    • Components of yield spread
    • Effect of market conditions on yield spread
  • Yield Curves (11:48)
    • What are yield curves?
    • What is yield curve slope?
    • Types of yield curve shapes
    • 3 factors that influence the shape of the yield curve
    • Evaluating the yield curve for investment decisions
  • Review of the Federal Open Market Committee (FOMC) meeting (17:39)
  • New investment training program from Graduate School of Banking at Colorado (20:28)
  • COMING UP!  Bond Investment Mentor Live Training on 11/17 (22:49)

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: Bond Investment Mentor

 

]]> Yield Spreads and Yield Curves Chris Nelson, CFA 00:26:58 Chris continues exploring the concept of yield and discusses yield spreads and yield curves, what they are, the factors that influence them, and how to use them as you analyze fixed-income investments for your community financial institution. Chris continues exploring the concept of yield and discusses yield spreads and yield curves, what they are, the factors that influence them, and how to use them as you analyze fixed-income investments for your community financial institution. banking, yield spread, yield, bonds, investment portfolios, yield curve, portfolio management, credit unions, community banks, fixed income investing false full 11 bc57ed72-5b39-478a-9578-95ae7594fe07 Understanding Bond Yield 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:

  • Recent FOMC decision - it's almost Taper Time! (1:41)
  • Bloomberg tip:  Using the Paydown Information (PDI) screen (7:10)
  • Effect of SBA rule change on fixed-rate SBA securities (9:05)
  • Understanding Yield
    • What is yield? (11:38)
    • Relationship between yield and total return, coupon rate, and price (13:22)
    • Yield to maturity (15:01)
    • Current (or market) yield (17:24)
    • Yield to call (18:03)
    • Yield to worst (19:41)
    • Tax-equivalent yield (20:09)
    • Yields on mortgage-backed securities (21:02)
  • Learn about 1-on-1 mentoring! (22:35)

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!

 

]]> Mon, 27 Sep 2021 10:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson CFA) https://bond-investment-mentor.simplecast.com/episodes/010-K7oeZ_B4 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:

  • Recent FOMC decision - it's almost Taper Time! (1:41)
  • Bloomberg tip:  Using the Paydown Information (PDI) screen (7:10)
  • Effect of SBA rule change on fixed-rate SBA securities (9:05)
  • Understanding Yield
    • What is yield? (11:38)
    • Relationship between yield and total return, coupon rate, and price (13:22)
    • Yield to maturity (15:01)
    • Current (or market) yield (17:24)
    • Yield to call (18:03)
    • Yield to worst (19:41)
    • Tax-equivalent yield (20:09)
    • Yields on mortgage-backed securities (21:02)
  • Learn about 1-on-1 mentoring! (22:35)

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!

 

]]> Understanding Bond Yield Chris Nelson CFA 00:24:31 Chris explores the basics of bond yield, including what it is, how it works, and the different ways to measure this key investment return metric. Chris explores the basics of bond yield, including what it is, how it works, and the different ways to measure this key investment return metric. banking, yield, bonds, yield to maturity, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 10 364b9b85-65d6-4869-915d-106376541e1d Managing Broker-Dealer Relationships 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:

  • Monthly prepayment report update (3:13)
  • Federal Reserve watch (5:14)
    • What’s the timeline for tapering and rates?
    • Potential changes to Fed Board of Governors
    • Voting member rotation at Federal Open Market Committee
  • Graduate School of Banking at Colorado programs (8:58)
  • Managing broker-dealer relationships (10:56)
    • How many brokers should you have?
    • Due diligence for new broker relationships
    • Broker Check report - download at BrokerCheck.finra.org
    • Managing existing broker relationships
  • New resource!  Broker-dealer due diligence checklist (20:51)

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!

 

]]> Wed, 21 Jul 2021 22:00:00 +0000 Chris@BondInvestmentMentor.com (Chris Nelson CFA) https://bond-investment-mentor.simplecast.com/episodes/009-Ewoq5fTZ 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:

  • Monthly prepayment report update (3:13)
  • Federal Reserve watch (5:14)
    • What’s the timeline for tapering and rates?
    • Potential changes to Fed Board of Governors
    • Voting member rotation at Federal Open Market Committee
  • Graduate School of Banking at Colorado programs (8:58)
  • Managing broker-dealer relationships (10:56)
    • How many brokers should you have?
    • Due diligence for new broker relationships
    • Broker Check report - download at BrokerCheck.finra.org
    • Managing existing broker relationships
  • New resource!  Broker-dealer due diligence checklist (20:51)

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!

 

]]> Managing Broker-Dealer Relationships Chris Nelson CFA 00:23:21 Chris discusses three essential areas to establishing and maintaining effective and productive broker-dealer relationships. He also shares a free resource to help manage your broker-dealer due diligence efforts. Chris discusses three essential areas to establishing and maintaining effective and productive broker-dealer relationships. He also shares a free resource to help manage your broker-dealer due diligence efforts. banking, broker-dealers, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 9 9099b671-503f-47f7-ade4-95d7bd5d3088 A Game of Risks 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:

  • A Shift in How the Fed Approaches Monetary Policy
  • Tracking the Types of Prepayment in a Mortgage Security 
    • Voluntary vs. Involuntary Prepayment
    • Bloomberg's Collateral Performance (CLP) Screen
  • An Update on Online Courses Coming Soon!
  • 6 Investment Risks
    • #1 - Credit risk (3 kinds)
      • Default risk
      • Downgrade risk
      • Credit spread risk
    • #2 - Interest rate risk
    • #3 - Prepayment/option risk
    • #4 - Extension risk
    • #5 - Reinvestment risk
    • #6 - Liquidity risk

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:  Bond Investment Mentor

]]> Wed, 2 Sep 2020 18:22:13 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/008-spQEx3yx 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:

  • A Shift in How the Fed Approaches Monetary Policy
  • Tracking the Types of Prepayment in a Mortgage Security 
    • Voluntary vs. Involuntary Prepayment
    • Bloomberg's Collateral Performance (CLP) Screen
  • An Update on Online Courses Coming Soon!
  • 6 Investment Risks
    • #1 - Credit risk (3 kinds)
      • Default risk
      • Downgrade risk
      • Credit spread risk
    • #2 - Interest rate risk
    • #3 - Prepayment/option risk
    • #4 - Extension risk
    • #5 - Reinvestment risk
    • #6 - Liquidity risk

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:  Bond Investment Mentor

]]> A Game of Risks Chris Nelson, CFA 00:28:08 Chris explores six different investment risks to consider as you manage your financial institution's investment portfolio. Chris explores six different investment risks to consider as you manage your financial institution's investment portfolio. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 8 c309dcc8-fdb9-4a1f-9fa8-105a82aaabf5 The Wonderful World of CMOs 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 Economic & Finance News
    • June MBS Prepayment Report
    • Review of FOMC Minutes
  • Podcast Series on LIBOR 
  • Exciting News:  Online Courses Coming Soon!
  • The Wonderful World of CMOs
    • What are collateralized mortgage obligations (CMOs)?
    • Comparison of CMOs with mortgage-backed securities (MBS)
    • Types of CMOs
      • Overview of sequential structures
      • Overview of "planned amortization class" (PAC) structures
    • Why invest in CMOs?
    • Risks of CMOs
    • Bloomberg screens
      • Yield tables:  YT, YTR, YTH(?), YT BAM
      • Structure pay down analysis (SPA)
      • Cash flow graph (CFG)
      • Weighted average life graph (WALG)
      • Collateral composition (CLC)
      • FFIEC high risk security test (FMED)

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:  Bond Investment Mentor

]]> Wed, 15 Jul 2020 09:00:09 +0000 Chris@BondInvestmentMentor.com (Chris Nelson, CFA) https://bond-investment-mentor.simplecast.com/episodes/007-R7TBW7xh 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 Economic & Finance News
    • June MBS Prepayment Report
    • Review of FOMC Minutes
  • Podcast Series on LIBOR 
  • Exciting News:  Online Courses Coming Soon!
  • The Wonderful World of CMOs
    • What are collateralized mortgage obligations (CMOs)?
    • Comparison of CMOs with mortgage-backed securities (MBS)
    • Types of CMOs
      • Overview of sequential structures
      • Overview of "planned amortization class" (PAC) structures
    • Why invest in CMOs?
    • Risks of CMOs
    • Bloomberg screens
      • Yield tables:  YT, YTR, YTH(?), YT BAM
      • Structure pay down analysis (SPA)
      • Cash flow graph (CFG)
      • Weighted average life graph (WALG)
      • Collateral composition (CLC)
      • FFIEC high risk security test (FMED)

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:  Bond Investment Mentor

]]> The Wonderful World of CMOs Chris Nelson, CFA 00:27:42 Chris wraps up his series on residential mortgage securities, discussing collateralized mortgage obligations (CMOs), how they work, and their benefits and risks. Chris wraps up his series on residential mortgage securities, discussing collateralized mortgage obligations (CMOs), how they work, and their benefits and risks. banking, mortgage securities, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 7 492221aa-0b73-462f-b648-3b4f34005f70 Mortgage Securities: Prepayment Risk 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 Economic & Finance News
    • May retail sales
    • Fed Chair Powell's Capitol Hill appearances
    • Weekly jobless claims
  • Does Anyone Invest in Treasuries Anymore?
  • MSRB Weekly COVID-19 Disclosure Summary 
  • MBS Prepayment & Prepayment Risk
    • Review: What is prepayment?
    • Voluntary vs. involuntary prepayment
    • What is prepayment risk?
    • Why is prepayment risk important?
    • Measuring prepayment
      • CPR
      • CPB
      • PSA
    • Bloomberg yield tables
      • YT
      • YTR
      • YTH
      • YT BAM
    • Managing prepayment risk
      • What you do and don't control
      • New (TBA) vs. alternative MBS types
      • Collateral analysis
    • What is extension risk?

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:  Bond Investment Mentor

]]> Mon, 22 Jun 2020 09:00:17 +0000 Chris@BondInvestmentMentor.com (Chris Nelson) https://bond-investment-mentor.simplecast.com/episodes/006-B2ZrEH8N 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 Economic & Finance News
    • May retail sales
    • Fed Chair Powell's Capitol Hill appearances
    • Weekly jobless claims
  • Does Anyone Invest in Treasuries Anymore?
  • MSRB Weekly COVID-19 Disclosure Summary 
  • MBS Prepayment & Prepayment Risk
    • Review: What is prepayment?
    • Voluntary vs. involuntary prepayment
    • What is prepayment risk?
    • Why is prepayment risk important?
    • Measuring prepayment
      • CPR
      • CPB
      • PSA
    • Bloomberg yield tables
      • YT
      • YTR
      • YTH
      • YT BAM
    • Managing prepayment risk
      • What you do and don't control
      • New (TBA) vs. alternative MBS types
      • Collateral analysis
    • What is extension risk?

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:  Bond Investment Mentor

]]> Mortgage Securities: Prepayment Risk Chris Nelson 00:38:01 Chris continues his series on residential mortgage securities, discussing prepayment and how to analyze and manage prepayment risk. Chris continues his series on residential mortgage securities, discussing prepayment and how to analyze and manage prepayment risk. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 6 24d0210e-4bec-4aec-a369-0c3feea66099 Mortgage Securities: An Introduction 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 Economic & Finance News
  • Intro to Mortgage-Backed Securities (MBS)
    • What are MBS?
    • Key Terms
      • Factor
      • Weighted Average Coupon (WAC)
      • Weighted Average Maturity (WAM)
      • Weighted Average Loan Age (WALA)
      • Weighted Average Life (WAL)
    • What is Prepayment?

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:  Bond Investment Mentor

]]> Sat, 13 Jun 2020 01:34:44 +0000 Chris@BondInvestmentMentor.com (Chris Nelson) https://bond-investment-mentor.simplecast.com/episodes/005-_rDWpDcr 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 Economic & Finance News
  • Intro to Mortgage-Backed Securities (MBS)
    • What are MBS?
    • Key Terms
      • Factor
      • Weighted Average Coupon (WAC)
      • Weighted Average Maturity (WAM)
      • Weighted Average Loan Age (WALA)
      • Weighted Average Life (WAL)
    • What is Prepayment?

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:  Bond Investment Mentor

]]> Mortgage Securities: An Introduction Chris Nelson 00:25:20 Chris catches up on the latest news from the financial markets, including the results from the June Federal Open Market Committee (FOMC) meeting. He also begins a series on the basics of residential mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs). Chris catches up on the latest news from the financial markets, including the results from the June Federal Open Market Committee (FOMC) meeting. He also begins a series on the basics of residential mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs). banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 5 f9568833-063e-49b3-949d-2215d346a2bb Now What?! 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:

  • We review everything that has been going recently with the economy and financial markets
  • Four simple questions to help you manage your investment portfolio in these challenging markets

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:  Bond Investment Mentor

]]> Fri, 15 May 2020 15:31:50 +0000 Chris@BondInvestmentMentor.com (Chris Nelson) https://bond-investment-mentor.simplecast.com/episodes/004-SRPUs3rR 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:

  • We review everything that has been going recently with the economy and financial markets
  • Four simple questions to help you manage your investment portfolio in these challenging markets

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:  Bond Investment Mentor

]]> Now What?! Chris Nelson 00:21:14 In this episode, we review everything that's been going on recently with the economy and markets. I also share four simple questions that can help you navigate these challenging markets. In this episode, we review everything that's been going on recently with the economy and markets. I also share four simple questions that can help you navigate these challenging markets. banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 4 0390d853-b484-4834-a092-7cd4a844207d Hey, I'm Back! 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, I provide an update on where I’ve been and what I’ve been up to recently.  I also share some important announcements and exciting developments!

Tune in to discover:

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!

If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.

Let’s Connect via Social Media!

LinkedIn:  Christopher Nelson, CFA
Facebook:  Bond Investment Mentor

]]> Mon, 4 May 2020 01:00:09 +0000 Chris@BondInvestmentMentor.com (Chris Nelson) https://bond-investment-mentor.simplecast.com/episodes/003-RlMTY5_j 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, I provide an update on where I’ve been and what I’ve been up to recently.  I also share some important announcements and exciting developments!

Tune in to discover:

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!

If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.

Let’s Connect via Social Media!

LinkedIn:  Christopher Nelson, CFA
Facebook:  Bond Investment Mentor

]]> Hey, I'm Back! Chris Nelson 00:15:22 Hi there, I’m back! In this episode, I share where I’ve been and what I’ve been up to since we last got together. I also wanted to share some exciting decisions, announcements and new developments! Hi there, I’m back! In this episode, I share where I’ve been and what I’ve been up to since we last got together. I also wanted to share some exciting decisions, announcements and new developments! banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 3 a7543194-ca57-45bc-91b7-53b9a1f38279 Managing Your Two Investment Portfolios 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, I want to share with you one of the earliest investment principles I learned that helped make me a more effective portfolio manager.  

Tune in to discover:

  • What my investment decision making originally looked like
  • How a shift in my perspective became a game changer for me as a portfolio manager
  • Identifying and understanding your two investment portfolios
  • The importance of not just thinking about present investment needs and circumstances

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!

If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.

Let’s Connect via Social Media!

LinkedIn:  Christopher Nelson, CFA

Facebook:  Bond Investment Mentor

Twitter:  @BondInvMentor

]]> Tue, 12 Nov 2019 11:00:12 +0000 Chris@BondInvestmentMentor.com (Chris Nelson) https://bond-investment-mentor.simplecast.com/episodes/managing-your-two-investment-portfolios-RG49cTVY 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, I want to share with you one of the earliest investment principles I learned that helped make me a more effective portfolio manager.  

Tune in to discover:

  • What my investment decision making originally looked like
  • How a shift in my perspective became a game changer for me as a portfolio manager
  • Identifying and understanding your two investment portfolios
  • The importance of not just thinking about present investment needs and circumstances

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!

If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.

Let’s Connect via Social Media!

LinkedIn:  Christopher Nelson, CFA

Facebook:  Bond Investment Mentor

Twitter:  @BondInvMentor

]]> Managing Your Two Investment Portfolios Chris Nelson 00:09:53 In my early days of portfolio management, I learned an important lesson about the importance of my two investment portfolios. What are your two investment portfolios, and why are they important to being an effective portfolio manager? In my early days of portfolio management, I learned an important lesson about the importance of my two investment portfolios. What are your two investment portfolios, and why are they important to being an effective portfolio manager? banking, bonds, investment portfolios, portfolio management, credit unions, community banks, fixed income investing false full 2 b62ec32b-a66e-464d-b765-9067d04a6e30 First Things First Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments. In this first episode, we'll start at the beginning with an introduction. I'll also discuss the first thing you should consider when it's time to make decisions about investment strategies for your portfolio.

Tune in to discover:

  • My origin story and background, and my reasons for creating the podcast
  • What we'll be covering, including fixed income security characteristics and risks, portfolio management, the capital markets, and other related topics
  • A common starting point for investment decision making, BUT not necessarily the best place to begin
  • A better approach to planning investment strategies, and 4 reasons why it's a better place to start

Here's 3 ways you can help spread the word:

  1. Subscribe to the podcast via Apple, Google, Spotify, Stitcher and more!
  2. Leave a review (be honest!) to help others discover and learn more about the podcast.
  3. Share this episode with others that might be interested.

I'd love to hear from you. If you have questions that you'd like me to answer on the podcast, please send them to Chris @ BondInvestmentMentor.com.

If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.

You can also connect with me on LinkedIn (Christopher Nelson CFA), Facebook (Bond Investment Mentor) and Twitter (@BondInvMentor). Let's catch up!

]]> Sat, 12 Oct 2019 20:26:38 +0000 Chris@BondInvestmentMentor.com (Bond Investment Mentor LLC) https://bond-investment-mentor.simplecast.com/episodes/001-ZUHBpsI0 Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments. In this first episode, we'll start at the beginning with an introduction. I'll also discuss the first thing you should consider when it's time to make decisions about investment strategies for your portfolio.

Tune in to discover:

  • My origin story and background, and my reasons for creating the podcast
  • What we'll be covering, including fixed income security characteristics and risks, portfolio management, the capital markets, and other related topics
  • A common starting point for investment decision making, BUT not necessarily the best place to begin
  • A better approach to planning investment strategies, and 4 reasons why it's a better place to start

Here's 3 ways you can help spread the word:

  1. Subscribe to the podcast via Apple, Google, Spotify, Stitcher and more!
  2. Leave a review (be honest!) to help others discover and learn more about the podcast.
  3. Share this episode with others that might be interested.

I'd love to hear from you. If you have questions that you'd like me to answer on the podcast, please send them to Chris @ BondInvestmentMentor.com.

If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.

You can also connect with me on LinkedIn (Christopher Nelson CFA), Facebook (Bond Investment Mentor) and Twitter (@BondInvMentor). Let's catch up!

]]> First Things First Bond Investment Mentor LLC 00:13:53 What is the first step to developing a sound investment strategy for bond portfolio management? Here’s a hint: it doesn’t involve the Federal Reserve. What is the first step to developing a sound investment strategy for bond portfolio management? Here’s a hint: it doesn’t involve the Federal Reserve. banking, interest rates, bonds, portfolio management, credit unions, community banks, fixed income investing false full 1