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The Case to Convert to Fee-based Checking from Thought Leaders at IZALE on FMStv

9/25/2018

New choices in the marketplace, means banks and credit unions may struggle to maintain market share for their checking accounts. One solution is to update outdated free checking accounts to a fee-based model. This fee income strategy simultaneously increases revenue and delivers these value-added services to customers. Find out more from this short Thought Leader Video from the Financial Managers Society then click here where you can join one of our upcoming Fee-based Income webinars and learn more about this strategy for change from your friends at IZALE.

For more information about FMS, click here.

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Positioned for Choppier Waters from Guggenheim Partners

5/18/2018

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After several quarters of low volatility, tight spreads, and abundant liquidity, financial conditions are shifting.

Here are the key takeaways from our latest report:

The complacent environment, characterized by low volatility and a scarcity of bonds to buy, is changing.
The shift from quantitative easing to quantitative tightening took its toll in the first quarter of 2018 as rate, credit, and equity volatility all spiked.
We expect more of the same going forward and are preparing portfolios accordingly.
As we approach the turn in the credit cycle, our portfolio managers have been shortening portfolio duration, opportunistically moving up in credit, and maintaining a reasonable liquidity buffer for picking up undervalued credits in periods of market weakness.

Steve Brown and Matt Bush share insights from
the Second Quarter Fixed-Income Outlook

www.guggenheimpartners.com

Important Notices and Disclosures

Investing involves risk, including the possible loss of principal. This material is distributed or presented for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.

This material contains opinions of the author or speaker, but not necessarily those of Guggenheim Partners or its subsidiaries. The opinions contained herein are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. No part of this material may be reproduced or referred to in any form, without express written permission of Guggenheim Partners, LLC. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is not indicative of future results.

© 2018 Guggenheim Partners, LLC. All rights reserved. Guggenheim, Guggenheim Partners and Innovative Solutions. Enduring Values. are registered trademarks of Guggenheim Capital, LLC.

IZALE Financial Group is hereby authorized to use the copyrighted report “Fixed-Income Outlook: Second Quarter 2018,” by Guggenheim Partners, solely for the purpose of posting on its company blog, found here.

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The Case to Convert to Fee-based Checking from Thought Leaders at IZALE on FMStv

Positioned for Choppier Waters from Guggenheim Partners

After several quarters of low volatility, tight spreads, and abundant liquidity, financial conditions are shifting.

IZALE Financial Group

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