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Blue Rose Marketing
Jun 25, 20203 min read
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...
Blue Rose Marketing
Jun 22, 20206 min read
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...
Blue Rose Marketing
May 21, 20203 min read
Debt Restructuring Alternatives – Additional Tools in the Toolbox
By: Erik Kelly, President It is evident that issuers and borrowers across the public finance sector – from States and State agencies to...
Blue Rose Marketing
May 1, 20205 min read
The Shield - April Edition
By Erik Kelly Summary In Minnesota, spring weather is typically rather erratic. This has been evidenced once again in 2020, which has...
Blue Rose Marketing
Apr 6, 20202 min read
Take Action Now for Money Available Under the CARES Act
Paycheck Protection Program—Available to Institutions With Less Than 500 Employees* By Ann Bolin The recently signed CARES Act contains a...
Blue Rose Marketing
Apr 1, 20205 min read
Helping Institutions Keep an Eye on the Medium- and Long-Term Implications of the COVID-19
By Justin Krieg The current COVID-19 health pandemic is creating tremendous concern for the higher education sector: Moody’s has...
Blue Rose Marketing
Mar 4, 20203 min read
The Shield: A Special Market Update Edition
By: Erik Kelly, President Interest rates have never been lower. Yes, participants in the fixed income and public finance markets have...
Blue Rose Marketing
Jan 31, 20206 min read
Connecting with Blue Rose Advisors in 2020
By Megan Roth Happy new year! At Blue Rose, we welcome the new year as it presents our advisory team and our clients with another...
Blue Rose Marketing
Dec 20, 20196 min read
2019 Municipal Market Year in Review
The year began with a significant amount of market uncertainty, with many market participants anticipating impending market-wide turmoil....
Blue Rose Marketing
Nov 30, 20194 min read
Your Blue Rose Capital Advisor Update
Blue Rose Capital Advisors is thankful for the new opportunities and progress made during this holiday season. One advancement that Blue...
Blue Rose Marketing
Oct 31, 20194 min read
Being of Service - An Annual & Ongoing Tradition
By: Erik Kelly In my house, baseball season turns to football season, which quickly turns to my favorite – basketball season.  For many...
Blue Rose Marketing
Sep 30, 20196 min read
How to Cope with Adverse Swap Values
By: Brandon Lippold & Craig Haymaker Rates have fallen and yield curves have flattened (and in some areas inverted) significantly since...
Blue Rose Marketing
Aug 30, 20196 min read
As Rates Continue to Fall, Taxable Advance Refundings Emerge as Potential Savings Opportunities
By: Max Wilkinson With the passage of tax reform in late 2017, refinancing opportunities for municipal borrowers took a significant hit...
Blue Rose Marketing
Jul 31, 20197 min read
FY2018 Rating Medians are Out: Credit Analysts Report Similar Trends Within Higher Education
By: Adrienne Booker Over the last two months, S&P Global Ratings (S&P), Moody’s Investors Service (Moody’s) and Fitch Ratings Inc....
Blue Rose Marketing
Jun 30, 20195 min read
June 2019 Municipal Market Update
By: Brandon Lippold The objective of this update is to provide insight into key municipal market developments that have occurred since...
Blue Rose Marketing
May 31, 20194 min read
Market Update on Public Private Partnerships in Higher Education
By: Justin Krieg Ph.D. Public-Private Partnerships (P3s) in higher education continue to grow across several dimensions, including...
Blue Rose Marketing
Apr 30, 20193 min read
Conference Season is Here!
by Heidi Lindahl Spring is in the air, and that means conference season is here as well. It doesn’t take much research to find a...
Blue Rose Marketing
Mar 31, 20195 min read
Changes to Rule 15c2-12 and Their Effect on Issuers’ Continuing Disclosure Requirements
By: Max Wilkinson Last year, the SEC announced its plans to amend Rule 15c2-12. This proposed amendment recently took effect at the end...
Blue Rose Marketing
Feb 28, 20198 min read
An Update on the Transition from LIBOR to SOFR
Last June, Blue Rose published an article discussing the troubles facing LIBOR and introducing the rate pegged to replace it – SOFR
Blue Rose Marketing
Jan 31, 20193 min read
The Shape of the Current Yield Curve – Historical Context and Potential Market Opportunities
By: Scott Talcott In recent months, the growing flatness of the yield curve has been a consistently discussed topic in the market....
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