A selection of articles written by Balance Sheet Solutions investment and risk management professionals is available at no cost. See Webinars for additional subjects that may be of value to your credit union.Link to Back to Basics articles


Why Your Portfolio Duration is Important, by Kristina Muller, CFA

Maximize Investment Decision Making at Your Credit Union
by Ryan McCarroll, CFA

Building Your Liquidity Stress Test by Kristina Muller, CFA

Helping Your Board Become Comfortable with ALM, by Kristina Muller, CFA

Using ALM as Your Crystal Ball, by Kristina Muller, CFA

5 Ways to De-Mystify ALM for your Board by Kristina Muller, CFA

Avoid Common Policy Mistakes by Kristina Muller, CFA

Investing in Bank Notes by Tom Slefinger

Bond Swapping by Tom Slefinger

Understanding ALM: 3 Reasons Why Junior Staff Should Understand ALM Reports by Kristina Muller, CFA

Fixed Income Investing in Uncertain Times by Tom Slefinger

Investment Portfolio Risk Management by Tom Slefinger

Why the Liquidity Policy is Important by Kristina Muller, CFA

Hybrid ARMs by Tom Slefinger

Laddering Logic by Tom Slefinger

Rolling Down the Curve by Tom Slefinger

Analysis and Action  Why is Inflation so Low? by Tom Slefinger

Is that Security Creditworthy? Look Before You Leap. by Tom Slefinger

Overview of FNMA DUS Securities by Tom Slefinger

Board Room Excellence –The Importance of Financial Literacy Training by Kristina Muller, CFA

Concentration Risk: The Rule of Diversification by Kristina Muller, CFA

Investing Excess Cash Reserves by Tom Slefinger