Tools & Tips
   
 
 

Having good information at your fingertips is key to being an effective credit union leader. At Members United, we explore topics of high interest to credit unions and distill this information into reader-friendly modules. We take pride in keeping our member community informed.

For your convenience, subjects that are highly popular with our members and credit unions at large, are posted on this page for easy retrieval and printing. The information you see has been produced by knowledgeable in-house authorities at Members United and its wholly-owned CUSO, Balance Sheet Solutions, LLC*. Please check back often for new entries. 



Economic Updates
April 22, 2008 View printable format > (pdf)
March 20, 2008 View printable format > (pdf)
February 19, 2008 View printable format > (pdf)
December 19, 2007 View printable format > (pdf)
November 19, 2007 View printable format > (pdf)
October 19, 2007 View printable format > (pdf)
September 20, 2007 View printable format > (pdf)
August 20, 2007 View printable format > (pdf)
July 20, 2007 View printable format > (pdf)
June 15, 2007 View printable format > (pdf)
May 21, 2007 View printable format > (pdf)
April 23, 2007 View printable format > (pdf)

Health Savings Accounts - A Strategic Outlook
By Charlie White, Chief Innovation Officer, Members United Corporate FCU
View printable format > (pdf)

Branch Image Capture - Beyond the Buzz 
View printable format > (pdf)

Branch Image Capture's Dirty Dozen 
View printable format > (pdf) 

Total Value Approach
View printable format > (pdf)

Is Your Credit Union's Liquidity Shrinking?
 View printable format > (pdf) 

How to Manage Your Risks - Asset Liability Management and Portfolio Management
By Kristina Muller, CFA, Senior Portfolio Manager, Balance Sheet Solutions, LLC*, 
a CUSO wholly-owned by Members United Corporate FCU
View printable format > (pdf)

Is it Time to Review Your Investment Strategy? 
By Kristina Muller, CFA, Senior Portfolio Manager, Balance Sheet Solutions, LLC*, 
a CUSO wholly-owned by Members United Corporate FCU
View printable format > (pdf)

Investing in Non-Agency MBSs and CMOs
View printable format > (pdf)

What Happens When the Yield Curve Loses Its Positive Slope?
View printable format > (pdf)

Comfort Zones
by Mike Thomas, Executive Director, Financial Product Sales, Balance Sheet Solutions, LLC*, 
a CUSO wholly-owned by Members United Corporate FCU
View printable format > (pdf)

   
 
  *Balance Sheet Solutions, LLC is a Securities and Exchange Commission (SEC) registered broker-dealer and investment advisor and is a member of the National Association of Securities Dealers, Inc. (NASD) and Securities Investor Protection Corporation (SIPC).