Episode 37: A Balancing Act: Maximizing The Investment Portfolio Among Rate Cycles

The Bolder Banking Podcast

Feb 23 2024 • 21 mins

Our guest on this episode of The Bolder Banking Podcast is Todd Taylor, Founder and President Of Taylor Advisors and a faculty member of The Community Bank Investments School sponsored by GSBC.

In this episode, Todd talks about the value of The Community Bank Investments School and offers valuable insights into the challenges and opportunities that banks face in managing their investment portfolios, emphasizing the significance of ongoing education and training. From discussing the evolving roles of investment portfolios in different rate cycles to addressing concerns and strategies for navigating industry challenges, Todd provides a comprehensive overview. Tune in to gain a deeper understanding of the intricacies of community bank investments and how industry professionals can stay ahead in this dynamic landscape.