Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of a periodic strategic check-up for your institution's investment portfolio. He also shares six key checkpoints to help you evaluate the portfolio's current position.

In this episode:

• Market & Fed update (2:08)
• Update: FASB amendment to allow hedging HTM securities (6:44)
• A Mid-Year Strategic Portfolio Check-Up (10:23)
  • Why a periodic check-up matters
  • 6 key checkpoints to evaluate
• Free Download: Strategic Portfolio Check-Up Guide (29:52) (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

Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.

Welcome to Bond Investment Mentor! In this episode, Chris explores what bond defeasance is, how it works, and how it affects you as an investor. He also discusses how to identify and analyze defeased securities.

In this episode:

• Market & Fed update (1:34)
• Understanding Defeasance (9:19)
  • How defeasance works
  • Municipal bonds & defeasance
  • Commercial MBS & defeasance
  • Analyzing defeased securities
• Why I do what I do (29:17)

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

Connect with Nelson Capital Advisors

Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.

• Email: Chris@NelsonCapitalAdvisors.com
• Phone: 207-420-2442
• Website: NelsonCapitalAdvisors.com

About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.

Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.

For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.

Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.

Welcome to Bond Investment Mentor! In this episode, Chris breaks down callable step-up agency bonds. He explains how these agency bonds work and how these investments could deliver less than you expect. Chris also provides a framework for analyzing step-ups using Bloomberg screens and deciding whether they actually make sense for your institution's portfolio.

In this episode:

• Market & Fed update (1:43)
• Listener question: Discount MBS investments & a yield quirk (8:28)
• Understanding callable agencies (13:40)
  • Callable step-up agency basics
  • How to evaluate them (Download: Pre-Purchase Due Diligence Checklists)
  • The challenges of call and coupon interaction
  • Developing a step-up investment approach
• Boost your investment fundamentals with Bond Basics (Learn More) (26:55)

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