News | Blue Rose Capital Advisors

Blue Rose’s Scott Talcott, promoted to Senior Vice President

Blue Rose Marketing

Feb 11, 20201 min read

Blue Rose’s Scott Talcott, promoted to Senior Vice President

Mr. Talcott provides financial advisory services to the firm’s clients with respect to the planning and execution of all types of debt,...

Connecting with Blue Rose Advisors in 2020

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’s Max Wilkinson, promoted to Associate

Blue Rose Marketing

Jan 16, 20201 min read

Blue Rose’s Max Wilkinson, promoted to Associate

MINNEAPOLIS, MN – January 9, 2019 Mr. Wilkinson provides in-depth modeling, research, and analytics in support of the delivery of capital...

Benefiting From A Longer Duration In An Inverted Yield Curve Environment

Blue Rose Marketing

Dec 30, 20192 min read

Benefiting From A Longer Duration In An Inverted Yield Curve Environment

By Georgina Walleshauser Generally, in a positively sloped yield curve environment, issuers benefit from investing the bond proceeds in...

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...

Utilization of a Laddered Portfolio Investment Strategy for Debt Service Reserve Funds

Blue Rose Marketing

Nov 26, 20192 min read

Utilization of a Laddered Portfolio Investment Strategy for Debt Service Reserve Funds

By: Georgina Walleshauser Recently, some of our clients have been utilizing a “rollover” laddered portfolio investment strategy for their...

Blue Rose' James McNulty, promoted to Managing Director

Blue Rose Marketing

Nov 14, 20191 min read

Blue Rose' James McNulty, promoted to Managing Director

MINNEAPOLIS, MN - November 14, 2019 Mr. McNulty specializes in providing lead advisory services and financial analysis for higher...

Comparing SLGS and OMS Escrow Portfolios in the Current Market

Blue Rose Marketing

Oct 31, 20193 min read

Comparing SLGS and OMS Escrow Portfolios in the Current Market

By: Georgina Walleshauser By design, the yields on State and Local Government Series (SLGS) securities are slightly lower than the yields...

Being of Service - An Annual & Ongoing Tradition

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...

New Tax Considerations for Taxable Advance Refundings

Blue Rose Marketing

Sep 30, 20193 min read

New Tax Considerations for Taxable Advance Refundings

By: Samuel Gruer The National Association of Bond Lawyers (NABL) held a conference this month where a panel entitled “Tax Hot Topics”...

Blue Rose Marketing

Sep 4, 20192 min read

Total Return Swaps

Total return swaps issued in combination with long term fixed rate notes or 20-year fixed rate debt are a viable alternative for...

As Rates Continue to Fall, Taxable Advance Refundings Emerge as Potential Savings Opportunities

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

Aug 30, 20192 min read

Taxable Advance Refunding Transactions

By Samuel Gruer No doubt many of you are contemplating or exploring the feasibility of a taxable advance refunding for your borrower...

July Budget Agreement Could Reopen SLGS Window

Blue Rose Marketing

Jul 31, 20191 min read

July Budget Agreement Could Reopen SLGS Window

By: Georgina Walleshauser __________________________________________________________________________________

FY2018 Rating Medians are Out: Credit Analysts Report Similar Trends Within Higher Education

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's Brandon Lippold, promoted to Associate

Blue Rose Marketing

Jul 16, 20191 min read

Blue Rose's Brandon Lippold, promoted to Associate

Blue Rose Capital Advisors is pleased to announce the promotion of Brandon Lippold to Associate. Brandon’s commitment to serving our...

Blue Rose's Georgina Walleshauser promoted to Analyst

Blue Rose Marketing

Jul 1, 20191 min read

Blue Rose's Georgina Walleshauser promoted to Analyst

Georgina Walleshauser joined Blue Rose in April 2017. As an Analyst, she is responsible for providing analytical, research, and...

June 2019 Capitalizing on a Flat Yield Curve: Floating Rate Guaranteed Investment Contracts

Blue Rose Marketing

Jun 30, 20192 min read

June 2019 Capitalizing on a Flat Yield Curve: Floating Rate Guaranteed Investment Contracts

By: Georgina Walleshauser The shape of the yield curve in the current market continues to remain relatively flat, with minimal...

info@blueroseadvisors.com

(952) 746-6050

Connect on LinkedIn

Registrations