Our very own CEO, Jon Jeffreys, was recently on the stage at Defense Credit Union Council (DCUC)'s Annual Conference. Check out some of the session highlights here: https://lnkd.in/ePrpRKJh.
Thanks to Anthony R. Hernandez and the Defense Credit Union Council (DCUC) for having Robert Perry and I share the stage today. It’s inspiring to hear the impact defense focused credit unions have on active duty and retired military members.
In 2023, many banks experienced stress after 500 basis points of interest rate increases. Investors and depositors worried about unrealized losses and withdrew their capital and liquidity. In a recent Bank Director article, Ben Lewis, CFA highlights the events of last year, and how management teams reacted quickly and began hedging their balance sheets. With a hedging solution in place, find out best practices and ways to optimize this essential part of an ALCO's strategy. #interestrates #banking #2023year #balancesheet #financialinstitutions
🔥 Last Chance! Join us today for “All Access: OPEX Financial Services” – a free webinar series. Learn how operational excellence can transform financial services. Our expert panel includes leaders from Wells Fargo, PNC Bank, The Nottingham Building Society, and Navy Federal Credit Union. 🔴 Don’t miss out! Register now: https://lnkd.in/gBfPFqQT #OperationalExcellence #FinancialServices #WebinarToday
The following article clarifies several reasons why banks should employ derivatives as an additional tool in managing risk and earnings.
Houston McMiller - Credit Specialist Navy Federal Credit Union: Maximizing Your Credit Card Potential As a credit specialist, I've seen countless individuals struggle to navigate the complexities of Navy Federal's credit card offerings. However, I'm here to share a strategy that can help you unlock more than $80,000 in credit card limits from Navy Federal. Many people are solely focused on the $80,000 Flagship credit card, but in doing so, they're missing out on valuable opportunities. Instead, I suggest a more methodical approach that can lead you to even greater credit card limits. The key is to start with the Rewards card, then move on to the Gold Rewards or Platinum card. The Platinum card is particularly beneficial as it offers the lowest interest rate, making it ideal for balance transfers and purchases. By building up these accounts, you can position yourself for the Flagship card without hurting your credit score. Additionally, setting up a business checking account with Navy Federal can provide an extra $25,000 in credit card limit. However, it's important to steer clear of high-risk NAICS codes, as they may result in the account being shut down. Remember, Navy Federal's internal scoring system and credit score requirements are crucial factors in determining your credit limits. By understanding these nuances and strategically building your relationship with the credit union, you can maximize your credit card potential and achieve financial success. #NavyFederal #CreditCardStrategy #CreditMaximization YouTube Source: https://lnkd.in/g5xGtgvU YouTube Channel: https://lnkd.in/g2p2ARHx Related Content: https://lnkd.in/ggZmP-9j https://lnkd.in/gKsZNBdK https://lnkd.in/gPF3JjFn https://lnkd.in/g_7yXedJ https://lnkd.in/gdY4Rcj2
If you're getting ready to transition from the military to civilian life, check out these tips from USAA on getting your finances in order. https://lnkd.in/ePBaE6sd #Military #Veterans #MilitaryTransition
📈 Boost your financial organization’s efficiency with PEX Network! Join us for All Access: OPEX Financial Service on July 9. Our panel of industry leaders, including experts from The Nottingham Building Society, Navy Federal Credit Union, Wells Fargo, and PNC Bank, will share insights. Can’t attend live? Catch the on-demand version. 🎟️ Register here: https://lnkd.in/gBfPFqQT #OperationalExcellence #FinancialServices #BusinessTransformation
🖥 There's still time to register for tomorrow's webinar! Are you a change practitioner working in the financial services sector? Register for our panel discussion with change leaders Debora Ridner from World Bank, Sharron Mahoney from Navy Federal Credit Union, and Rachel Simpson from Charles Schwab to learn the strategies they use to stay on top of change. 👉 🔗 Register to attend live or receive the recording: https://lnkd.in/g--uTYqD #prosci #changemanagement #financialservices #changestrategies #webinar
Because broker-dealers, RIAs and their representatives want to spend their time serving their clients, not the SEC or FINRA.
Just another reminder that the Financial Professionals Coalition, Ltd. -- which you can find at https://lnkd.in/efxBiGD7 -- is a resource for over 1.2 million #registeredrepresentatives, associated persons, traders, bankers, back-office staff, and owners of #brokerdealers and #rias. It provides courtesy consultations with industry experts. Membership is free. Because broker-dealers, RIAs and their associates want to spend their #time serving their clients, not the #SEC, #finra or the state #regulators.
Executive Director, Head ETF & Index Fund Sales Switzerland & Liechtenstein bei UBS
Geopolitical threats to the global economy - an expert’s perspective. Get the insights from Admiral Jonathan Greenert, US Navy (retired), former Chief of Naval Operations and member of the UBS Americas Advisory Council here: https://bit.ly/4cupw90 #investing in financial markets with #ubsetf & index funds.
Houston McMiller - Credit Specialist Credit Unions: A Viable Alternative to Traditional Banks As a credit specialist, I'm here to introduce you to a credit union that could provide the financial solutions you've been searching for. Navy Federal may be a popular choice, but have you considered Hova Financial Credit Union? Hova Financial offers a range of products and services that set it apart. With the Visa Advantage and Visa Signature cards, you can enjoy the benefits of no balance transfer fees. But that's not all – they also provide a secured credit card, personal loans ranging from $250 to $50,000, and an overdraft line of credit. What makes Hova Financial unique is their Thrive program. This allows you to open a checking account, and anyone can join the credit union. No hoops to jump through, just a simple and straightforward process. The credit union's use of TransUnion Vantage 4 also sets it apart. This scoring model provides more flexibility, as it doesn't consider factors like evictions, medical bills, or judgments, giving you more leverage. Whether you're seeking personal or business funding, Hova Financial could be the solution you need. With competitive rates and the opportunity to combine credit and loan products, this credit union is worth exploring. #CreditUnions #PersonalFinance #BusinessFunding YouTube Source: https://lnkd.in/gaxJDW8P YouTube Channel: https://lnkd.in/g2p2ARHx Related Content: https://lnkd.in/gi9f6V7m
