Bond Investment Mentor

Decoding Bond Defeasance


Listen Later

Welcome to Bond Investment Mentor! In this episode, Chris explores what bond defeasance is, how it works, and how it affects you as an investor. He also discusses how to identify and analyze defeased securities.  

In this episode:

  • Market & Fed update (1:34)
  • Understanding Defeasance (9:19)
    • How defeasance works
    • Municipal bonds & defeasance
    • Commercial MBS & defeasance
    • Analyzing defeased securities
    • Why I do what I do  (29:17)
    • If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.

      Do you know someone who could benefit from this information? Please share this episode and podcast with them!

      You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!

      Let’s Connect via Social Media!

      LinkedIn: Christopher Nelson, CFA

      Connect with Nelson Capital Advisors

      Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.

      • Phone: 207-420-2442
      • Website: NelsonCapitalAdvisors.com
      • About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.

        Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.

        For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.

        Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.

        ...more
        View all episodesView all episodes
        Download on the App Store

        Bond Investment MentorBy Chris Nelson, CFA

        • 4.9
        • 4.9
        • 4.9
        • 4.9
        • 4.9

        4.9

        22 ratings