Insights

Intelligence from the
pit wall.

Perspectives on credit union investing, regulatory developments, and the asset classes most institutions overlook — from the team that works exclusively in this space.

The Fast Lane of Finance: What Credit Union Executives & Formula One Race Car Drivers Have in Common

With the 2023 Formula One World Championship Series now in full swing, I thought it would be fun to write…

The similarities of being a credit union executive and a Formula One Driver

At first glance, it may seem like being a credit union executive and being a Formula One race car driver…

Reasons to Avoid Preferred Stocks

To bolster investment yield, many credit unions hold preferred stocks as part of their employee benefits pre-funding portfolios, but preferred…

Available for Sale Debt Securities & Allowance for Credit Losses

To the chagrin of many, CECL is finally upon us. Credit Unions will need to start reporting CECL beginning this…

Elite Capital – The Race Engineer for Credit Unions

Being an investment advisor and a race engineer for a Formula One driver may seem like two completely different roles,…