Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Ā 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.
Welcome to Bond Investment Mentor! In this episode, Chris presents a simple, practical approach to municipal bond due diligence for community financial institutions.Ā
In this episode:
- Returning to Pacific Coast Banking School (LEARN MORE)
- Market & Fed update (2:22)
- The return of the term premium (4:03)
- Municipal bond due diligence made simple (9:16)
- Two essential questions when evaluating muni bonds
- How am I getting paid?
- What’s the likelihood I’ll get paid?
- The pre-purchase due diligence approach
- The post-purchase due diligence approach
- Using EMMA for due diligence (CHECK OUT EMMA)
- Two essential questions when evaluating muni bonds
- Free Download: Ā Pre-purchase due diligence checklists Ā (30:10) (DOWNLOAD)
If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
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You will find more articles, tips, and resources about fixed-income investing and portfolio managementĀ atĀ BondInvestmentMentor.com.Ā Check it out!
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LinkedIn:Ā 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.