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Rare Opportunity to Move from Held-to-Maturity (HTM)

Publicly traded companies that are SEC filers are adopting a new rule on derivatives hedging this month. At the adoption of this rule, FASB and the SEC are allowing certain securities to be transferred out of HTM without the normal risk of “tainting” other securities carried in HTM. Given the rarity of this opportunity, those with HTM portfolios should carefully evaluate taking advantage of this option.

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