Fed Funds
Official Statements, Notices, & Offerings
Investment Accounting Services
Municipal Issue Calendar
Safekeeping Services
Wire Transfer
Asset Management Group, Inc.
Portfolio Analytics Report Service-Pars
Employee Bios
Form CRS
History / Profile
Introductory Packet
Reg F Information
Statement of Condition
States We Serve
PMR - Positive Outlook for MBS in 2024 - 11/29/23
Yield Curve Review - 11/27/2023
Happy Thanksgiving
Year-End Portfolio Checklist
Yield Curve Review
The Decision Matrix 11/17/23
Year-End is a Time for Dividends 11/15/23
Yield Curve Review 11/13/23
A Municipal Trader's Perspective - 11/10/2023
Despite The Recent Bond Rally, Good Investment Opportunities Are Still Available - 11/08/2023
Yield Curve Review - 11/06/2023
PMR - The Importance of a Strong Strategy 11/01/23
PMR - Weekly Yield Curve Review 10/30/23
Trick or Treat
Is it time to make a move?
Municipal Traders Perspective 10/20/23
Fed Funds Complacency and Ancient Bond History 10/18/23
Yield Curve Review 10/16/23
A Municipal Trader's Perspective - 10/13/2023
Pick Up the Barbell Without Going to the Gym - 10/11/2023
Yield Curve Review - 10/10/2023
PMR - Fixed Rate MBS Opportunities 10/04/23
Yield Curve Review 10/02/2023
6% Yield - Monthly Capless Reset 09/29/23
This Is Not Our Parents Interest Rate Environment 09/27/23
Yield Curve Review - 09/25/2023
DO YOU TRUST THE DOTS?
Liquidity Isn't Just Your Problem
PMR - A Municipal Trader's Perspective 09/15/23
Portfolio Managers Report: See-ya Tina, Welcome Home Tara - 09/13/2023
PMR - Weekly Yield Curve Review 09/11/23
Have We Reached The Peak? - 09/08/2023
7% Coupon MBS - 09/06/2023
Yield Curve Review - 09/05/2023
Decisions Make a Difference
Don't Lose Track of Municipal Yields 08/25/23
Yield Curve Review 08/21/23
Loans & Leases To Deposits 08/18/2023
Is it Time to Extend? 08/16/2023
Yield Curve Review - 08/14/2023
PMR - OPPORTUNITY IN AAA TEXAS MUNICIPALS 08/11/23
PMR - BancPath Summary Data Review 08/09/23
Yield Curve Review - 08/07/2023
8/4/23
Taxes on Tax Exempts?
Quarterback 07/28/23
Random Thoughts And Observations 07/26/23
Yield Curve Review 07/24/23
A Municipal Trader's Perspective 07/21/23
Consider the Alternative 07/19/23
Yield Curve Review 07/17/23
PMR - A Municipal Trader's Perspective 07/14/23
PMR - FNMA SARMs Offer Value 07/12/23
PMR - Weekly Yield Curve Review 07/10/23
7/7/23
Cash Flowing Monster Spreads to Consider
Yield Curve Review 07/03/23
A Trader's Perspective 06/30/23
What to Look for in a Sale Candidate 06/28/23
PMR - Weekly Yield Curve Review 06/26/23
Using Municipal Bonds To Fulfill CRA Needs 6/23/23
Jeffrey Gundlach Is Sticking To His Guns - 06/21/23
PMR - Weekly Yield Curve Review 06/20/23
Shock Plot 06/16/23
PMR - Opportunities in MBS Sector 06/14/23
PMR - Weekly Yield Curve Review 06/12/23
A Municipal Trader's Perspective
The Silver Bullet to Maximizing Spreads
Flashing Bond Market Signal 05/31/23
Yield Curve Review 05/30/23
PMR - A Municipal Trader's Perspective 05/26/23
PMR - Oklahoma Municipal Opportunity 05/24/23
PMR - Weekly Yield Curve Review 05/22/23
Investing Or Issuing - Cds Offer Value - 05/19/2023
Bank Failures And Liquidity - 05/17/2023
Yield Curve Review - 05/15/2023
TWO YEAR OKLAHOMA TAXABLE GENERAL OBLIGATIONS BONDS AT 5.00%
Early Signs of Tightening Credit
Upcoming Opportunity in Oklahoma 05/03/23
Yield Curve Review 05/01/23
A Trader's Perspective - 04/28/2023
Timing The Market - 04/26/2023
Yield Curve Review - 04/24/2023
PMR - A Municipal Trader's Perspective 04/21/23
PMR - Weekly Yield Curve Review 04/17/23
Liquidating Municipal Bonds as a Source of Funding
A Bank Recently Asked... Where is the Value in the MBS Space?
How Are You Tracking Deposit Fluctuations? 04/07/23
An Option for any Rate Outlook- ARMS 04/05/23
Yield Curve Review 04/03/23
PMR - Structured Adjustable-Rate Mortgage “SARM” 03/31/23
Jeffrey Gundlach Is Speaking...Investors Should Listen - 03/29/2023
Yield Curve Review - 03/27/2023
No Time to Ignore the Market 03/24/23
PMR - Portfolio Floatation Devices Are Always in Style 03/22/23
PMR - Weekly Yield Curve Review 03/20/23
A Municipal Trader's Perspective 03/17/23
Community Banks are Resilient 03/15/23
Yield Curve Review 03/13/23
Fed Testimony
Agency Callable Rundown
Coaching - 03/03/2023
CRA Opportunities - 03/02/2023
Yield Curve Review - 02/27/2023
PMR - The Fed and Money Supply 02/24/23
PMR - Inversion Conversion 02/22/23
PMR - Weekly Yield Curve Review 02/21/23
Looking for Liquidity
Read the Curve and Ride It
A Municipal Trader's Perspective 02/10/23
Focus on the Macro, Not the Micro 02/08/23
Yield Curve Review 02/06/23
BNControl At KBA Technology And Operations Conference - 02/03/2023
When Is The Best Time To Buy Bonds? - 02/01/2023
Yield Curve Review - 01/30/2023
PMR - Economic Outlook 01/27/23
PMR - Which 5.00% Coupon is the Best Fit for my Portfolio 01/25/23
PMR - Weekly Yield Curve Review 01/23/23
The Case for Selling Tax-Free Municipals
Supporting our Local Communities 01/13/23
What Will CPI Tell Us? 01/11/23
Yield Curve Review 01/09/23
Have You Heard Of BNControl? - 01/06/23
An Old Favorite In A New Year: Bond Swaps! - 01/04/2023
Yield Curve Review - 01/03/2023
PMR - Weekly Yield Curve Review 12/27/22
Merry Christmas!
Time is Running Out
Moving On Up 12/16/22
Mission Accomplished? 12/14/22
Yield Curve Review 12/12/22
It's The Most Wonderful Time Of The Year - 12/09/22
PMR - The Yield Curve is Speaking… Are You Listening? 12/07/22
PMR - Weekly Yield Curve Review 12/05/22
PMR - Life Insurance Beneficiary Checklist 12/02/22
PMR - Why would I want to recognize a loss? 11/30/22
PMR - Weekly Yield Curve Review 11/28/22
Happy Thanksgiving 11/25/22
The Chicken or the Egg? 11/23/22
Yield Curve Review 11/21/22
Another Brief ALCO Update from AMG
Another One Bites the DUS
Hawkish To More Hawkish - 11/09/2022
Yield Curve Review 11/07/2022
PMR - The 7 Habits of Highly Effective People 11/04/22
PMR - YOU ALWAYS WANT WHAT YOU CAN’T HAVE 11/2/2022
PMR - Weekly Yield Curve Review 10/31/2022
Recession Outlook...Now What?
Ready, Aim and Fire...
Liquidity Challenges and a New Opportunity 10/21/22
It is Time to be a Sunday Morning Quarterback…. 10/19/22
PMR - Weekly Yield Curve Review 10/17/2022
Municipal Traders Perspective - 10/14/2022
Here Today, Gone Tomorrow - 10/12/2022
Yield Curve Review - 10/11/2022
Life Insurance 2.0
See-ya Tina, Welcome Back Babs
PMR - Negative Convexity – Why Loan Balance Pools Are Typically Better Than Generic Pools 09/30/22
PMR - Weekly Yield Curve Review 09/26/22
Another Brief ALCO Update from AMG 09/23/22
All Eyes Are On the Fed, Again 09/21/22
Yield Curve Review 09/19/22
A Municipal Trader's Perspective - 09/16/2022
CPI FYI - 09/14/2022
Yield Curve Review - 09/12/2022
PMR - VALUE IN THE MARKET 09/09/2022
PMR - Opportunity Abounds 09/07/22
PMR - Weekly Yield Curve Review 09/06/22
Building Better Banking Update
Jackson Hole - What to do now
5 Year SOFR ARM Opportunity 08/26/22
The Regression Analysis Interpreted… 08/24/2022
Yield Curve Review - 08/22/2022
Choose Your Own Adventure - 08/19/2022
What's Your Next Move? - 08/17/2022
PMR - Weekly Yield Curve Review 08/15/22
PMR - Anatomy of a Recession 08/10/22
PMR - Weekly Yield Curve Review 08/08/22
Building Better Community Banking
Time to Extend Municipal Bond Duration
Updated ALCO Observations 07/29/22
Plan the Work and Work the Plan 07/27/22
Yield Curve Review 07/25/22
A Municipal Trader's Perspective - 07/22/2022
Coupon Selection And Performance - 07/20/2022
Yield Curve Review 07/18/22
PMR Short Reset Capless Floater 07/15/22
Invert Alert! 2YR Vs. 10YR -10BPS...What to do? 07/13/22
Yield Curve Review 07/11/2022
Money Market Cash Management Solutions
Recent Treasury Volatility
OUR FLAG!
Income Strategy for a Recession 06/29/22
Yield Curve Review 06/27/2022
A Traders Perspective - 06/24/2022
Focusing On The Mortgage Market - 06/22/2022
Yield Curve Review - 06/21/2022
PMR - MUNI VOLATILITY...Huh? 06/17/22
Flattening of the Curve 06/15/22
A Brief ALCO Update
Muni Bonds: The Lost Chapter of Life On The Mississippi
Start Growing Fee Income through Life Insurance Revenue Today! 06/03/22
Bank Eligible Bonds 06/01/22
Yield Curve Review 05/31/2022
PMR - Muni Bonds are "CHEAP" 05/27/22
PMR - Benefits of Regression Analysis 05/25/22
PMR - Weekly Yield Curve Review 05/23/22
Community Reinvestment Act "CRA" - 05/20/2022
What do you do when you don't know what to do? - 05/18/2022
Yield Curve Review - 05/16/2022
balanCD Program
PMR - The Advantage of 30 Year 4% Mortgage Pools 05/11/22
PMR - Weekly Yield Curve Review 05/09/22
PMR - Consistent Repeatable Process 05/06/22
Fed Decision is Imminent 05/04/22
Yield Curve Review 05/02/2022
Too Far Too Fast? - 04/29/2022
Fed Week Ahead - 04/27/2022
Yield Curve Review - 04/25/2022
PMR - A Municipal Trader's Perspective 04/22/22
PMR - Solution for Bond Price Depreciation and Extension Risk 04/20/22
PMR - Weekly Yield Curve Review 04/18/22
An Easter Message
Bond Surplus
A Trader's Perspective
“SOMETHING HAS TO GIVE” 04/06/22
Yield Curve Review 04/04/2022
Choosing The Best Life Carrier - 04/01/2022
Additional Short Options - 03/30/2022
Yield Curve Review - 03/28/2022
PMR - VALUE IN THE MARKET - 03/25/22
Bond Laddering Works (no matter what mutual fund managers tell you) 03/23/22
PMR - Weekly Yield Curve Review 03/21/22
A Walk Down Memory Lane
Judgement Day is Upon Us
Is Soft Landing the New Transitory? 03/11/22
Opportunity in the Muni Market 03/09/22
PMR - LOAN DRILL DOWN 03/02/22
PMR - Weekly Yield Curve Review 02/28/22
Look How Far We've Come - 02/25/2022
Protecting The Portfolio With Balance - 02/23/2022
Yield Curve Review - 02/22/2022
A Few Thoughts about Rising Rates
KISS your Bond Portfolio
Opportunity Knocks 2/11/22
The Last Time Rates Increased 02/09/22
Yield Curve Review 02/07/2022
Service vs. Selling Life Insurance
The Fed Seems Ready To Make A Move - 02/02/2022
Yield Curve Review - 01/31/2022
PMR - Low Book Yields - 01/28/22
PMR - Why the 15 Year 2.00% Mortgage Pool Can Be a Good Fit for Your Portfolio 01/26/22
PMR - Weekly Yield Curve Review 01/24/2022
Current Value in Discounted ARMs
Discounted 20 Year 2.00% Pools
Buy Now Pay Later 01/14/2022
Overdone or Overdue? 01/12/2022
Yield Curve Review 01/10/2022
A Cup Of Coffee And 15 Minutes - 01/07/2022
Repositioning With A Tax Savings - 01/05/2022
Yield Curve Review - 01/03/2022
Happy NewYear
January To-Do Item: Forward Deposit Review
Merry Christmas! 12/24/21
PMR - Monitor MBS Duration 12/22/21
PMR - Weekly Yield Curve Review 12/20/21
Municipal Bond Insurance Review
Oral Hygiene and Your Bond Portfolio
FHLB Step-Up 12/08/21
PMR - Weekly Yield Curve Review 12/06/21
PMR - A Sign of the Season: Bond Swaps! 12/03/21
30 Year 2% Pools 12/10/21
PMR - How are you going to make an impact? 12/01/21
PMR - Weekly Yield Curve Review 11/29/21
Funds are Still Cheap (for Now)
Fancy Like - 11/19/2021
Fed Update - November 2021
Yield Curve Review - 11/15/2021
Higher and higher every day
4th Quarter to Do Item-Explore BNControl! 11/05/21
Great Cash Flow/Yield Hybrids to Consider….. 11/03/21
Yield Curve Review 11/01/21
CECL - Current Expected Credit Losses - 10/29/21
Play Defense With Agency "Kicker Bonds"
Yield Curve Review - 10/25/2021
PMR - REFRESHER ON MUNICIPAL DEFAULT RISK 10/22/2021
PMR - Fighting the FED ... And a Fall Harvest
PMR - Slightly Seasoned 15yr 1.5% Pools As Alternative to 10yr 1.5% Pools
PMR - Rising Rates Brings Discount Possibility
PMR - Weekly Yield Curve Review 10/12/21
Where is our Defense?
Lulled-to-sleep?
September Life eNote: Three Frequently Asked Questions About Life Insurance 10/01/21
Rare 5/1 SOFR ARM Available For Quick 9/30 Settle 09/29/21
Yield Curve Review 09/27/21
PMR - Mortgage-Backed Securities Prepayment Speeds and Trends 09/22/21
PMR - Weekly Yield Curve Review 09/20/21
A Municipal Traders Perspective
PMR - Get A Head Start On A Good Thing - 09/15/2021
PMR - Yield Curve Review 09/13/2021
1% With An Inflation Hedge - 09/08/2021
Yield Curve Review - 09/07/2021
Relationships with a lot of Fun and Education!
Don't Let Christmas Sneak Up on You
Muni Traders Perspective 08/27/21
Economic Considerations 08/25/21
Yield Curve Review 08/23/21
PMR - Defensive MBS Structure If Rates Rise 08/20/21
PMR - Be Careful Out There 08/18/21
Yield Curve Review - 08/16/21
Looking in the Short-Term
Lots of changes coming for your Loan and Investment Portfolios…
PMR - Client Service and Fee Income Through Life Insurance 08/06/21
PMR - Overpriced Treasury Market Exposes Great Opportunity….. 08/04/21
PMR - Weekly Yield Curve Review 08/02/2021
A Gold Medal Idea
Fed Caught in the Middle
Play Defense with Rising Coupons
Cash Flow and a Short Average Life Makes the 10 Year Final Mortgage Pool a Great Choice
Muni Market Observations 07/23/21
Bloomberg US Economic Forecast 07/22/21
Brokered CDs – A Window of Opportunity 07/21/21
Yield Collapse 07/20/21
Yield Curve Review 07/19/21
ALM Observations From AMG - 7/16/2021
Powell And Banking Updates - 07/15/2021
"But There's No Inflation" - 07/14/2021
Flash Back to 2013 - 07/13/2021
Yield Curve Review - 07/12/2021
PMR - A Trader's Perspective 07/09/2021
PMR - Fight the Tape … 07/08/2021
If You’re Long, You’re …
PMR - Weekly Yield Curve Review 07/06/2021
Happy 4th of July! 07/02/21
PMR - Check CRA off the List for the Year 07/01/21
PMR - The Liquidity Move 06/30/21
PMR - Seeking Spread 06/29/21
PMR - Monday's Yield Curve Review 06/28/21
"Sell Mortimer Sell" - 06/25/2021
AAA Municipal Bond Yields - 06/24/2021
On The Tax Free Side Of Fixed Income - 06/23/2021
Is Now a Good Time to be Buying Taxables in the 5 - 10 Year Range? - 06/22/2021
Yield Curve Review - 06/21/2021
Fed Briefing Leads to Treasury Shake Up 06/18/21
Callable Bonds: Very Different When Purchased at PAR / DISCOUNT / PREMIUM 06/17/21
Scan For Bond Gains (Before the Inflationary Horde Does) 06/16/21
CPI Explodes and Markets Yawn…Is the End Near? 06/15/21
Yield Curve Review 06/14/21
Great Taper Debate
Everything Is Relative
Offset High Prepayments
June Prepayment Report
Life Insurance Beneficiary Checklist 06/04/2021
Are Savings Here to Stay? 06/03/2021
Are Rates Ready to Climb? 06/02/2021
Weekly Yield Curve Review 06/01/2021
PMR - A Municipal Trader's Perspective - Memorial Day HONOR...COURAGE...SACRIFICE 05/28/21
PMR - Excess Liquidity 05/27/21
PMR - Interpreting the Fed 05/26/21
PMR - Munis Still Make Sense 05/25/21
PMR - Weekly Yield Curve Review 05/24/21
Half Time Adjustments
FOMC Minutes (April 2021)
US Treasury Yield Curve Spreads
US Economic Outlook and Monetary Policy
Observations About the Current Municipal Market
Tax Free Investments.... Sub S or C Corp?
What Are Others Buying? 05/12/21
How Long Should We Sit on Cash? 05/11/21
Yield Curve Review 05/10/21
"A Policy Proceed Plan" - 05/07/2021
Trend Watching - 05/06/2021
Filling Holes - 05/05/2021
Safety AND Spread - 05/04/2021
Yield Curve Review - 05/03/2021
04/30/2021
04/29/2021
04/28/2021
A Defensive Structure Designed to Win 04/27/2021
Monday's Yield Curve Review 04/26/2021
PMR - Bloomberg US Economic Forecast 04/22/21
PMR - Another Point of View 04/21/21
PMR - Weekly Yield Curve Review 04/19/21
Is Now The Time For Defensive Structures? 04/16/21
PMR - WILL WE HAVE A RETURN TO ADVANCE REFUNDINGS? 04/15/21
PMR - Gold Rush for Tax-Free Income 04/14/21
PMR - Cash Windfall 04/13/21
Yield Curve Review 04/12/21
Opportunities in Municipal Bonds 04/09/21
Defensive Coupons...04/08/21
Historically Cheap Cost of Funds (Spread vs UST) 04/07/21
Leading the Way...
Yield Curve Review 04/05/21
Attitude
Credit Worthy
Strong Argument for Buying a Certain Bond Sector...
Moderation in all things....1.25% for 3YR's +90 BPS
PMR - Balance Sheet Trends 03/26/2021
PMR - Municipal Debt and Higher Taxes 03/25/2021
PMR - Powell's Message to the Markets 03/24/2021
About Last Week 03/23/2021
PMR - Preparing for Tax Hikes 03/19/21
PMR - Bond Market Basic: Bond Swaps! 03/18/21
PMR - Callable Bonds: Very Different When Purchased at PAR / DISCOUNT / PREMIUM 03/17/21
PMR - What to Listen For From the Fed Tomorrow 03/16/21
PMR - Monday's Yield Curve Review 03/15/21
A Traders Perspective
MBS Considerations
Fixed Income Snapshot
A Simple Way to Add Optionality
Top 5 Items from BNControl User Huddle 03/05/21
Pressure from Regulators 03/04/21
Rolling Down the Curve 03/03/21
Long Term Funding 03/02/21
PMR - Monday's Yield Curve Review 03/01/21
Treasury Yield Spike Creates MBS Opportunity - 02/26/2021
Brokered CD Issuance - 02/25/2021
Competitive Deals - 02/24/2021
Interest Rates: Looking Ahead - 02/23/2021
Yield Curve Review - 02/22/2021
PMR - A Trader's Perspective 02/19/2021
PMR - Defensive MBS Structure 02/18/2021
PMR - U.S. Treasury Yield Curve Spreads 02/17/2021
PMR - A Municipal Trader's Perspective - 02/12/21
PMR - A Quick Thought on our Regression Analysis 02/11/21
PMR - Ar
