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Today we bring on Daniel and Joseph Ahn from DelFi to discuss the value if AI in managing your bank’s balance sheet. GET OUR NEW EBOOK: TOP 12 WINNING STRATEGIES FOR COMMUNITY BANKS IN 2025 The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily…

Today Tom Fitzgerald sits down with Billy Fielding to discuss the ALM trends we are seeing with our community bank clients and strategies to navigate the current economic environment. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and…

This week Tom Fitzgerald and Leila Coggins from SouthState|DuncanWilliams discuss recent updates from the Fed, the outlook for the 2024 economy, and strategies for the bond portfolio. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees….

This week Tom Fitzgerald and Lelia Coggins from SouthState|DuncanWilliams discuss the cost of waiting to buy bonds in the current economic environment. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. SouthState Bank, N.A. – Member…

Today Robert Biggs sits down with Jeff Zage, CEO of Financial Northeastern. They discuss the upward pressure on funding costs and how brokered deposits can play a key role in banks’ balance sheet management. Claim Your Free Refinance Ebook Here The views, information, or opinions expressed during this show are solely those of the participants…

On this Monday morning, Thomas Fitzgerald and Robert Biggs return to the topic of the bond portfolio and liquidity issues facing community financial institutions. Tom and Robert also discuss the recent headlines and projections for the economy. The views, information, or opinions expressed during this show are solely those of the participants involved and do…

This week we turn our attention back to the bond portfolio. Robert Biggs and Tom Fitzgerald from SouthState|DuncanWilliams discuss the latest economic forecast and what it means for the investment side of community banks.   The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily…

This week we are revisiting a topic we last discussed in 2020: funding costs.  We sit down with Jeremy Lucas, Director of Balance Sheet Strategies for SouthState, to get his take on how community banks should be thinking about the recent rate hikes from a deposit perspective. The views, information, or opinions expressed during this…

This week we’re talking with Tom Fitzgerald and Robert Biggs about the latest moves by the fed, and how community banks should start thinking about their bond portfolio strategies in a rising rate environment. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent…

This week Tom sits down with Scott Clemmons, Investment Portfolio Manager for SouthState.  On How SouthState Manages its Bond Portfolio,  they discuss SouthState’s approach to the investment portfolio and needs of its balance sheet. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent…

This week on Rising Rates & Investment Portfolio Strategies for the Coming Months our strategy team discusses the rising rate environment and what it means for your investment portfolio. Click here to access our Loan Pricing & Relationship Profitability Series The views, information, or opinions expressed during this show are solely those of the participants…

This week we revisit the economy and investment portfolio with Tom Fitzgerald from SouthState’s capital markets group and and Chad McKeithen from Duncan-Williams, SouthState’s broker-dealer. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees.