Bond Investment Mentor

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 ratesFed Chair Powell commentsThe importance of "strategic patience"What's happening with the GDPNow model? (7:30) - Check out Atlanta Fed GDPNowThe 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

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 InstituteCommunity Bank Performance InstituteLearn MoreFederal Reserve update (4:00)FOMC decisionBowman nomination for Vice ChairInterest 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

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)Bond Basics course (LEARN MORE)Community Bank Investments School (CBIS) (LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.Do you know someone who could benefit from this information? Please share this episode and podcast with them!You will find more articles, 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, CFAFacebook:  Bond Investment Mentor

In this episode:Bond market review (2:14)Federal Reserve update (4:59)BTFP expirationFOMC membership changesPortfolio 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, CFAFacebook:  Bond Investment Mentor

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

In this episode:Special Guest:  Bob Newman from Chatham FinancialJoin 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, CFAFacebook:  Bond Investment Mentor

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

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

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, CFAFacebook:  Bond Investment Mentor

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.In this episode:Review of bond markets & economic data (1:43)Coming Up! - GSBC Economic & Investment Forum (5:11) (Learn More)Past episodes on fixed-income security types (6:30)Municipal bonds (Click Here)Commercial MBS (Click Here)The basics of SBA securities (6:56)What are SBA securities?Variable-rate SBA poolsFixed-rate SBA poolsSBAPsSBICsIf 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, CFAFacebook:  Bond Investment Mentor

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 benefitsAgency CMBS typesFannie Mae - DUS, ACESFreddie Mac - Freddie Ks, FRESBGinnie Mae - Project loansCMBS risks & considerationsDownload one of the BIM Investment Guides (Learn More)Pre-purchase due diligence checklistsFed BTFP guideBloomberg yield table guideBroker due-diligence checklistIf 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, CFAFacebook:  Bond Investment Mentor

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 bondsTypes of municipal bondsTaxable-equivalent yieldsRisks & other considerationsCheck 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, CFAFacebook:  Bond Investment Mentor

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, CFAFacebook:  Bond Investment Mentor

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, CFAFacebook:  Bond Investment Mentor

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, CFAFacebook:  Bond Investment Mentor

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 ratesEffect of rates then and nowInvestmentsDepositsLiquidity and deposit managementIf 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, CFAFacebook:  Bond Investment Mentor

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, CFAFacebook:  Bond Investment Mentor

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 bankersIf 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, CFAFacebook:  Bond Investment Mentor

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 reportEmployment cost indexISM manufacturing & service indicesMBS 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, CFAFacebook:  Bond Investment Mentor

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)FOMC minutesKashkari comments (ARTICLE LINK)This week's economic data (11:27)Employment reportISM Services IndexWhy 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, CFAFacebook:  Bond Investment Mentor

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, CFAFacebook:  Bond Investment Mentor

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 fundingUsing HTM vs. AFS classification for investmentsImportance of good investment communicationsInvestor hesitancy to make investments todayInvestment planning & considerations for 2023If 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, CFAFacebook:  Bond Investment Mentor

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 behaveManaging hybrid ARM risksWhy 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, CFAFacebook:  Bond Investment Mentor

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)Article on results (DOWNLOAD)Full report (DOWNLOAD)Listener question: Modified vs. effective duration (9:32)Investment conversations with the board (12:56)The board member's perspective4 investment conversationsRole of the investment portfolioKey fundamental investment conceptsRelevant market informationInvestment updates & strategiesBIG 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, CFAFacebook:  Bond Investment Mentor

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" spreadHistorical curve inversion dataWhat does an inverted yield curve mean?Investment considerations when the curve is invertedOnline 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, CFAFacebook:  Bond Investment Mentor

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 management3 Factors to successful liquidity managementThe investment portfolio's role in managing liquidity2 ways to manage liquidity in the portfolioOnline 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, CFAFacebook:  Bond Investment Mentor

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 portfoliosHow to manage optionalityOnline 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, CFAFacebook:  Bond Investment Mentor

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)SIFMA market calendar (DOWNLOAD)Chatham Financial market calendar (DOWNLOAD)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

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, CFAFacebook: Bond Investment Mentor

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 reportConsumer sentimentConsumer creditGDP 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 priceTax treatment of muni bond price accretionSelling or buying deeply discounted municipal bondsBloomberg resources:  QTAX and FTAXHere'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!

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, CFAFacebook: Bond Investment Mentor

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, CFAFacebook: Bond Investment Mentor

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, CFAFacebook: Bond Investment Mentor 

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 Is Bond Convexity (2:01)Federal Reserve Update (10:01)William Dudley ArticleListener Question: Bull and Bear Steepeners and Flatteners (12:29)1-on-1 Mentoring Slots Available! (Learn More and Apply 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, CFAFacebook: Bond Investment Mentor 

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 durationAccounting definition (Macauley duration)Portfolio management definition (Modified duration)Duration as a portfolio management tool3 factors that influence durationEffective duration vs. modified durationLatest 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)More information and OCC self-assessment tool:  BondInvestmentMentor.com/OCCLiborComing Up!  Bond Investment Mentor Live Training on 11/17 (20:34)More Information:  BondInvestmentMentor.com/LiveTrainingIf 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, CFAFacebook: Bond Investment Mentor

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 spreadEffect of market conditions on yield spreadYield Curves (11:48)What are yield curves?What is yield curve slope?Types of yield curve shapes3 factors that influence the shape of the yield curveEvaluating the yield curve for investment decisionsReview of the Federal Open Market Committee (FOMC) meeting (17:39)New investment training program from Graduate School of Banking at Colorado (20:28)More information:  BondInvestmentMentor.com/GSBCInvestCOMING UP!  Bond Investment Mentor Live Training on 11/17 (22:49)More information:  BondInvestmentMentor.com/LiveTrainingIf 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, CFAFacebook: Bond Investment Mentor 

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)Steve Goldstein article (Marketwatch)Bloomberg tip:  Using the Paydown Information (PDI) screen (7:10)For more information:  BondInvestmentMentor.com/PDIEffect of SBA rule change on fixed-rate SBA securities (9:05)Federal Register rule announcementUnderstanding YieldWhat 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)For more information:  BondInvestmentMentor.com/mentoringIf 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, CFAFacebook: Bond Investment Mentor 

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?Article by Bill DudleyPotential changes to Fed Board of GovernorsVoting member rotation at Federal Open Market CommitteeGraduate School of Banking at Colorado programs (8:58)For more information:  BondInvestmentMentor.com/ColoradoManaging broker-dealer relationships (10:56)How many brokers should you have?Due diligence for new broker relationshipsBroker Check report - download at BrokerCheck.finra.orgManaging existing broker relationshipsNew resource!  Broker-dealer due diligence checklist (20:51)Free download at BondInvestmentMentor.com/brokersIf 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, CFAFacebook: Bond Investment Mentor 

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 PolicyTracking the Types of Prepayment in a Mortgage Security Voluntary vs. Involuntary PrepaymentBloomberg's Collateral Performance (CLP) ScreenAn Update on Online Courses Coming Soon!Join the Waiting List for New Courses6 Investment Risks#1 - Credit risk (3 kinds)Default riskDowngrade riskCredit spread risk#2 - Interest rate risk#3 - Prepayment/option risk#4 - Extension risk#5 - Reinvestment risk#6 - Liquidity riskIf 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, CFAFacebook:  Bond Investment Mentor

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 NewsJune MBS Prepayment ReportReview of FOMC MinutesPodcast Series on LIBOR Podcast Series (Blog Article)Podcast: Bloomberg's "Odd Lots"Exciting News:  Online Courses Coming Soon!Join the Waiting List for New CoursesThe Wonderful World of CMOsWhat are collateralized mortgage obligations (CMOs)?Comparison of CMOs with mortgage-backed securities (MBS)Types of CMOsOverview of sequential structuresOverview of "planned amortization class" (PAC) structuresWhy invest in CMOs?Risks of CMOsBloomberg screensYield tables:  YT, YTR, YTH(?), YT BAMStructure 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, CFAFacebook:  Bond Investment Mentor

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 NewsMay retail salesFed Chair Powell's Capitol Hill appearancesWeekly jobless claimsDoes Anyone Invest in Treasuries Anymore?MSRB Weekly COVID-19 Disclosure Summary Link to Summary & Disclosure SpreadsheetMBS Prepayment & Prepayment RiskReview: What is prepayment?Voluntary vs. involuntary prepaymentWhat is prepayment risk?Why is prepayment risk important?Measuring prepaymentCPRCPBPSABloomberg yield tablesYTYTRYTHYT BAMManaging prepayment riskWhat you do and don't controlNew (TBA) vs. alternative MBS typesCollateral analysisWhat 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, CFAFacebook:  Bond Investment Mentor

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 NewsJune Federal Open Market Committee (FOMC) MeetingYield Curve Control (Brookings Institution Article)May Employment Report (Joe Weisenthal Article)NBER Recession AnnouncementIntro to Mortgage-Backed Securities (MBS)What are MBS?Key TermsFactorWeighted 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, CFAFacebook:  Bond Investment Mentor

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 marketsFour simple questions to help you manage your investment portfolio in these challenging marketsIf 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, CFAFacebook:  Bond Investment Mentor

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:An important decision that I’ve made that changes everythingThe launch of two new venturesNelson Capital AdvisorsThe new and improved Bond Investment MentorInformation about a FREE upcoming virtual learning series on community bank investment strategiesIf 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, CFAFacebook:  Bond Investment Mentor

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 likeHow a shift in my perspective became a game changer for me as a portfolio managerIdentifying and understanding your two investment portfoliosThe importance of not just thinking about present investment needs and circumstancesIf 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, CFAFacebook:  Bond Investment MentorTwitter:  @BondInvMentor

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 podcastWhat we'll be covering, including fixed income security characteristics and risks, portfolio management, the capital markets, and other related topicsA common starting point for investment decision making, BUT not necessarily the best place to beginA better approach to planning investment strategies, and 4 reasons why it's a better place to startHere's 3 ways you can help spread the word:Subscribe to the podcast via Apple, Google, Spotify, Stitcher and more!Leave a review (be honest!) to help others discover and learn more about the podcast.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!