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    The Shield: The Rising Interest Rate Environment: Challenges and Opportunities for Borrowers
    Blue Rose Marketing
    • Apr 28
    • 6 min

    The Shield: The Rising Interest Rate Environment: Challenges and Opportunities for Borrowers

    Minneapolis, MN | April 28, 2022 | Erik Kelly, President There is no question that the rapid rise of interest rates in 2022 has come much...
    19 views0 comments
    The Shield - Review of Rating Agency Outlooks on the Higher Education Sector in 2022
    Ben Pietrek
    • Mar 24
    • 8 min

    The Shield - Review of Rating Agency Outlooks on the Higher Education Sector in 2022

    In a welcome change from recent years, this year all three rating agencies have assigned a “Stable” outlook to the higher education sector..
    52 views0 comments
    The Shield - January 2022 Municipal Market Update
    Blue Rose Marketing
    • Feb 2
    • 5 min

    The Shield - January 2022 Municipal Market Update

    2021 saw a continued demand for - and high issuance of - municipal bonds following record performance in 2020, though higher education...
    37 views0 comments
    Giving Back and Giving Thanks…An Adapted (or New?) Blue Rose Tradition
    Blue Rose Marketing
    • Dec 9, 2021
    • 4 min

    Giving Back and Giving Thanks…An Adapted (or New?) Blue Rose Tradition

    Minneapolis, MN | December 8, 2021 | Erik Kelly, President | The Shield Traditions are a wonderful way to keep a sense of normalcy when,...
    20 views0 comments
    The Shield - Endowment Growth Trend and Considerations
    Blue Rose Marketing
    • Nov 3, 2021
    • 6 min

    The Shield - Endowment Growth Trend and Considerations

    Minneapolis, MN | The Shield Newsletter | October 3, 2021 By: Brandon Lippold, Assistant Vice President In the last year and a half, the...
    30 views0 comments
    Shrinkflation: An Uncertain Element of Inflation?
    Blue Rose Marketing
    • Oct 12, 2021
    • 5 min

    Shrinkflation: An Uncertain Element of Inflation?

    Minneapolis, MN | The Shield Newsletter | October 12, 2021 By: Erik Kelly, President Earlier this year we wrote an article about whether...
    56 views0 comments
    Moody’s Releases Revised Higher Education Rating Methodology; More Transparency Yet to Come
    Blue Rose Marketing
    • Aug 11, 2021
    • 3 min

    Moody’s Releases Revised Higher Education Rating Methodology; More Transparency Yet to Come

    By: Erik Kelly, President | August 11, 2021 | Minneapolis, MN Last week on August 4th, Moody’s released the final version of their...
    159 views0 comments
    The Shield - Pending SLGS Window Closure
    Blue Rose Marketing
    • Jul 23, 2021
    • 4 min

    The Shield - Pending SLGS Window Closure

    Minneapolis, MN | July 23, 2021 | Blue Rose Capital Advisors By: Sam Gruer, Managing Director The debt ceiling for the United States is...
    26 views0 comments
    The Shield - Inflationary Pressures – Are They Real?
    Blue Rose Marketing
    • Jun 14, 2021
    • 6 min

    The Shield - Inflationary Pressures – Are They Real?

    By: Johan Rosenberg, Chairman Today’s popular economic narrative says to expect a strong recovery, with rising inflation at the same...
    26 views0 comments
    The Shield - Recent Market Events & Headlines You May Have Missed…
    Blue Rose Marketing
    • May 7, 2021
    • 5 min

    The Shield - Recent Market Events & Headlines You May Have Missed…

    By: Erik Kelly, President We are now four months into the year and various credit and market developments continue to unfold, many of...
    28 views0 comments
    The Shield - Special News Alert
    Blue Rose Marketing
    • Apr 19, 2021
    • 1 min

    The Shield - Special News Alert

    By: Scott Talcott, Senior Vice President Recently, Moody’s released a proposed update to their higher education rating methodology. The...
    23 views0 comments
    Review of Rating Agency Outlooks on the Higher Education Sector in 2021
    Blue Rose Marketing
    • Apr 5, 2021
    • 8 min

    Review of Rating Agency Outlooks on the Higher Education Sector in 2021

    By: Maxwell Wilkinson, Assistant Vice President The onset of the COVID-19 pandemic in 2020 has created significant new challenges for all...
    53 views0 comments
    The Shield: March 2021 Municipal Market Update
    Blue Rose Marketing
    • Mar 5, 2021
    • 5 min

    The Shield: March 2021 Municipal Market Update

    By: Brandon Lippold, Assistant Vice President Since we published our 2020 Mid-Year Market Update last June, the financial markets have...
    29 views0 comments
    The Shield - Key Public Finance Themes for 2021
    Blue Rose Marketing
    • Feb 2, 2021
    • 5 min

    The Shield - Key Public Finance Themes for 2021

    By: Erik Kelly, President Key Public Finance Themes for 2021 It is just one month into calendar year 2021 and we are already seeing...
    28 views0 comments
    Keeping Traditions in 2020
    Blue Rose Marketing
    • Oct 30, 2020
    • 5 min

    Keeping Traditions in 2020

    By: Erik Kelly, President There has been very little normalcy in calendar year 2020. We as a country, our communities, and each of us...
    14 views0 comments
    The Shield: Fixed or Variable? A Recent Fed Policy Change Requires Further Consideration
    Blue Rose Marketing
    • Sep 4, 2020
    • 5 min

    The Shield: Fixed or Variable? A Recent Fed Policy Change Requires Further Consideration

    By: Erik Kelly, President Borrowers of long-term debt are always faced with this question: should we borrow on a fixed rate or a variable...
    37 views0 comments
    The Shield: Main Street Lending Program
    Blue Rose Marketing
    • Aug 4, 2020
    • 5 min

    The Shield: Main Street Lending Program

    By: Brandon Lippold, Assistant Vice President Effective July 17, 2020, through September 30, 2020, Nonprofit entities can obtain federal...
    18 views0 comments
    June 2020 Municipal Market Update
    Blue Rose Marketing
    • Jul 2, 2020
    • 6 min

    June 2020 Municipal Market Update

    By: Brandon Lippold, Associate Since we published our 2019 Municipal Market Year in Review market update in December, the financial...
    30 views0 comments
    Developing Story: Favorable Tax Policy Changes Potentially on the Horizon
    Blue Rose Marketing
    • Jun 25, 2020
    • 3 min

    Developing Story: Favorable Tax Policy Changes Potentially on the Horizon

    The return of tax-exempt advance refundings, among other measures, could come soon. By: Erik Kelly, President of Blue Rose Capital...
    16 views0 comments
    Credit Rating Factors in a Post-Pandemic World
    Blue Rose Marketing
    • Jun 22, 2020
    • 6 min

    Credit Rating Factors in a Post-Pandemic World

    In the 90-plus days since COVID-19 interrupted the 2020 Spring term in an historically unprecedented fashion, the credit rating agencies...
    46 views0 comments
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    Registrations 
    Blue Rose Capital Advisors is an independent financial advisory firm that does not engage in underwriting activities. We are registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor. Because we have not engaged in underwriting activities in our history, we generally qualify as an Independent Registered Municipal Advisor (IRMA).