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Blue Rose Capital Advisors is Presenting at the CACUBO 2024 Annual Meeting
Blue Rose Capital Advisors’ Erik Kelly, President, is presenting at the CACUBO Annual Meeting held in Indianapolis, IN
Blue Rose Marketing
Sep 27, 20241 min read


Reinvestment of Bond Proceeds Considerations Following Fed Rate Cut
The Federal Reserve cut interest rates by 50 bps at this month’s FOMC meeting. Many of our clients have asked us about the market...
Georgina Walleshauser
Sep 25, 20243 min read


Blue Rose Capital Advisors is Presenting at the CACUBO Annual Meeting
Blue Rose Capital Advisors’ James McNulty, Managing Director, is presenting at the CACUBO Annual Meeting held in Indianapolis, IN...
Blue Rose Marketing
Sep 18, 20241 min read


Engaging a Municipal in Pricing Tax-Exempt Bonds
Tax-exempt bonds are debt securities issued by or through states, municipalities, and other government entities to finance public projects..
Blue Rose Marketing
Sep 12, 20243 min read


The Shield - Higher Education Rating Agency Medians
In fiscal 2023, the sunsetting of federal pandemic relief aid and growing inflationary pressures weighed on public and private universities
Max Wilkinson
Sep 9, 20247 min read


How Municipal Advisors Support Small Private Higher Education Institutions in Financial Distress
In the highly competitive environment of higher education, small private institutions often wrestle with financial roadblocks...
Blue Rose Marketing
Aug 21, 20243 min read


Basis Points: Reinvest Market Update
Markets reacted strongly in the past week following the July non-farm payroll report coming out lower than expected, along with...
Georgina Walleshauser
Aug 9, 20242 min read


Benefits of Engaging a Municipal Advisor When Reinvesting Bond Proceeds
The market environment over the past year has been volatile, but there are two characteristics that have remained relatively consistent...
Blue Rose Marketing
Aug 7, 20244 min read


The Shield - July Market Update
While rate volatility has somewhat calmed, the interest rate environment is still elevated relative to the last several years.
Ben Pietrek
Jul 31, 20245 min read


The Shield - Transitioning From LIBOR: A Year With SOFR
A little over a year ago, the transition from the London Interbank Offered Rate (“LIBOR”) to the Secured Overnight Financing Rate (“SOFR”)
Brandon Lippold
Jul 12, 20244 min read


Blue Rose Capital Advisors is Presenting at the NACUBO Annual Meeting
Blue Rose Capital Advisors’ James McNulty, Managing Director, is presenting at the NACUBO Annual Meeting in Chicago, IL.
Blue Rose Marketing
Jul 9, 20241 min read


Basis Points: June Market Update
Based on the Federal Reserve sentiments and economic data from mid-June, the market is still expecting to see at least one Fed Fund rate cut
Georgina Walleshauser
Jun 27, 20242 min read


The Shield - May Market Update
Markets have remained volatile through the first four months of 2024, continuing a theme that we observed at the end of last year.
Ben Pietrek
May 15, 20245 min read


Basis Points: Positive Arbitrage Persists in the Market, Increasing in Certain Circumstances
CPI data came out higher than anticipated this month, a signal to investors and market participants that the Fed may not be ready to cut...
Georgina Walleshauser
Apr 26, 20242 min read


The Shield - Market and Company Update
Blue Rose Presented at the WHEFA Lunch & Learn Webinar. Blue Rose Capital Advisors Erik Kelly, President, and Brandon Lippold, Vice Presi...
Blue Rose Marketing
Apr 17, 20244 min read


Blue Rose’s Lily Greenway passes MSRB Series 50 Exam
Blue Rose Capital Advisors announces that Lily Greenway, Analyst, has passed the MSRB Series 50 Examination...
Blue Rose Marketing
Apr 16, 20241 min read


Blue Rose Capital Advisors Will Present at the MHEFA Annual Conference
Blue Rose Capital Advisors’ Erik Kelly , President, and Max Wilkinson , Vice President, are presenting on the Municipal Advisor Panel at...
Blue Rose Marketing
Apr 9, 20241 min read


Blue Rose Capital Advisors LLC is Excited to Announce Its Partnership with Excelsior Capital Advisory Services LLC
Blue Rose Capital Advisors LLC is excited to announce its partnership with Excelsior Capital Advisory Services LLC.
Blue Rose Marketing
Mar 27, 20242 min read


Blue Rose Capital Advisors is Presenting at the WHEFA Lunch & Learn Webinar
Minneapolis, MN | March 19, 2024 | Blue Rose Marketing Blue Rose Capital Advisors Erik Kelly, President, and Brandon Lippold, Vice...
Blue Rose Marketing
Mar 19, 20241 min read


FAFSA Delays and SIFMA Index Volatility Among Key Market Considerations to Open 2024
As FAFSA Challenges Persist, Colleges and Universities Scramble to Adjust. By now, colleges and universities are quite familiar with...
Max Wilkinson
Mar 14, 20247 min read
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