Articles

ALM First Buys Phoenix Executive Recruiter DDJ Myers

Published by CU Times ALM First Group, a Dallas-based financial advisory service that focuses on credit unions, has extended its range to include executive recruitment and organizational consulting by acquiring DDJ Myers of Phoenix. The purchase closed July 1 for an...

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Utilizing Swaps

Key Takeaways: Understanding swap use in today’s landscapeRemaining competitive in the lending space despite a flatter curveMaintaining a lower cost of funds in a rising rate environmentProtecting against the risk of unrealized losses in the investment portfolio Swaps...

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Capital: How much is enough?

Published by CUInsight Capital is an important portion of any financial institution’s balance sheet, as it can be used to absorb losses and designates the percentage of assets a financial institution can stand to lose without becoming insolvent. The overarching...

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Mortgage Hedging in 2021: Payups and Politics

Published by CU Business So far in 2021 the mortgage environment has felt like a reversal of 2020’s anomalous events. Furthermore, as if hedging mortgage risk wasn’t complicated enough, 2021 has brought some interesting updates and trends—the outcome of which could...

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“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”).  Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser.  Balance sheet advisory services are offered through ALM First Advisors.  Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics.  Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice.

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