Skip to main content


This material represents an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Past performance does not guarantee future results.

Most Recent Update

Market Update - May 25, 2023

This week covers funding options and strategies for funding structures, the US debt ceiling and impacts to Treasury rates, and an overview of investment opportunities. Special guest Peter Gibson, first time joining the video.

Previous Updates

Market Update - May 11, 2023

In this week's market update the team reviews recent lending trends, discusses how social media can impact liquidity policy and strategy, and concludes with a look at borrowing and investment opportunities for credit unions.

Market Update - April 27, 2023

This week the team previews next week's FOMC meeting, takes a look at recent results from First Republic Bank, and discusses current funding and investment rates for credit unions.

Contact us to talk with an Investment Advisory Representative today.


Join our mailing list!

Get links to new videos sent directly to your inbox