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Jul 3, 2026 32 min

It's Time for a Mid-Year Checkup

from Bond Investment Mentor Hosted by Chris Nelson, CFA

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.

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Welcome to Bond Investment Mentor! In this episode, Chris walks through six key checkpoints for giving your institution's investment portfolio a mid-year strategic checkup.

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It's Time for a Mid-Year Checkup

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This episode is 32 minutes long.

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This episode was published on July 3, 2026.

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