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...
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Georgina Walleshauser
Nov 9, 20233 min read
Benefits of Positive Arbitrage
A significantly inverted treasury yield curve with elevated short-term rates continues to persist in the market.
Ben Pietrek
Oct 23, 20235 min read
The Shield - Third Quarter Market Update
The third quarter of 2023 has seen significant market movements and much uncertainty around the United States’ economic outlook for 2024...
Blue Rose Marketing
Aug 30, 20234 min read
The Shield - Final LIBOR Transition Update
LIBOR cessation occurred as scheduled on June 30th of this year, and now most variable instruments which historically referenced LIBOR...
Blue Rose Marketing
Aug 1, 20239 min read
The Shield - Rating Agency Update: New S&P Criteria and FY2022 Medians
As we’ve passed the mid-year point in 2023, rating agencies have published higher education sector updates and median data for fiscal year..
Georgina Walleshauser
Jul 28, 20232 min read
Locking In Short-Term Rates for Reinvestment of Bond Proceeds
The Federal Reserve raised interest rates again this week by 0.25%, bringing borrowing costs to their highest levels in over 22 years.
Ben Pietrek
May 9, 20236 min read
The Shield: 2023 First Quarter Market Update
After a whirlwind 2022, many had hoped for calmer markets in the first quarter of 2023.
Georgina Walleshauser
May 5, 20231 min read
Basis Points - Special Announcement SLGS Window Closed This Week
The government is taking the “extraordinary measure” of suspending the selling of State and Local Government Securities (SLGS)...
Georgina Walleshauser
Apr 7, 20231 min read
Basis Points - Reinvest Market Update
The Federal Reserve raised interest rates again last month by 0.25% and we continue to see a significantly inverted treasury yield curve.
John Elliott
Feb 27, 20238 min read
The Shield - ESG-Labeled Bonds: Can They Deliver “Greenium?”
With the tremendous buzz around the political, social, and economic factors at play around ESG (“Environmental, Social...
Blue Rose Marketing
Jan 13, 20236 min read
The Shield - 2022 Municipal Market in Review
The municipal market landscape in 2022 was a meaningful departure from what we experienced in 2021 and 2020...
Erik Kelly
Nov 29, 20225 min read
The Shield - Thankfulness for Our Team, Our Mission and A Continuing “Service” Tradition
This year, unlike the prior two, we were able to gather in-person to enjoy the side-by-side work, brainstorming, and camaraderie
Blue Rose Marketing
Nov 7, 20222 min read
Basis Points - Strategizing with Reinvestment for Future Capital Needs
Not surprisingly, the FOMC meeting last week resulted in another 75-basis point rate hike to the Fed Funds rate...
Ben Pietrek
Oct 5, 20228 min read
The Shield - Keeping Pace with Moody’s New ESG Methodology
ESG, or “Environmental, Social, and Governance” has been a hot topic of conversation across the financial world for years...
Georgina Walleshauser
Aug 4, 20222 min read
Basis Points: Increases in Short-Term Interest Rates
The Federal Reserve raised interest rates again last week by 0.75%. Movements in the fed funds rate are closely related to short-term treasu
Blue Rose Marketing
Apr 28, 20226 min read
The Shield: The Rising Interest Rate Environment: Challenges and Opportunities for Borrowers
There is no question that the rapid rise of interest rates in 2022 has come much more quickly than nearly anyone anticipated.
Georgina Walleshauser
Mar 25, 20222 min read
Basis Points - Significant Increase in Yields for Project Funds in the Current Market
The first increase in the Fed Funds rate since 2018 was anticipated by the market months before it occurred...
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