News | Blue Rose Capital Advisors

Georgina Walleshauser

Jun 272 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

Ben Pietrek

May 155 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.

Basis Points: Positive Arbitrage Persists in the Market, Increasing in Certain Circumstances

Georgina Walleshauser

Apr 262 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...

Blue Rose Marketing

Apr 174 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’s Lily Greenway passes MSRB Series 50 Exam

Blue Rose Marketing

Apr 161 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 Capital Advisors Will Present at the MHEFA Annual Conference

Blue Rose Marketing

Apr 91 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 Capital Advisors Will Attend the OACUBO Annual Meeting

Blue Rose Marketing

Apr 31 min read

Blue Rose Capital Advisors Will Attend the OACUBO Annual Meeting

Blue Rose Capital Advisors Scott Talcott, Senior Vice President, and Georgina Walleshauser, Vice President, are attending the OACUBO...

Blue Rose Capital Advisors LLC is Excited to Announce Its Partnership with Excelsior Capital Advisory Services LLC

Blue Rose Marketing

Mar 272 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 Capital Advisors is Presenting at the WHEFA Lunch & Learn Webinar

Blue Rose Marketing

Mar 191 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...

FAFSA Delays and SIFMA Index Volatility Among Key Market Considerations to Open 2024

Max Wilkinson

Mar 147 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...

Basis Points: Market Update for March 7, 2024

Georgina Walleshauser

Mar 72 min read

Basis Points: Market Update for March 7, 2024

Based on the Federal Reserve’s sentiments and economic data, the market is still expecting to see fed fund rate cuts this year – with fed...

Lily Greenway Joins Blue Rose Capital Advisors as an Analyst

Blue Rose Marketing

Feb 211 min read

Lily Greenway Joins Blue Rose Capital Advisors as an Analyst

We are pleased to announce that Lily Greenway has joined the Blue Rose team as an Analyst. Ms. Greenway holds a Bachelor of Economics...

Blue Rose’s Scott Talcott Earns CTP Certification

Blue Rose Marketing

Feb 131 min read

Blue Rose’s Scott Talcott Earns CTP Certification

Blue Rose Capital Advisors announces that Scott Talcott, Senior Vice President, has obtained Certified Treasury Professional (CTP)...

Basis Points: The Slope of the Yield Curve and How it Affects Refunding Escrows

Georgina Walleshauser

Feb 73 min read

Basis Points: The Slope of the Yield Curve and How it Affects Refunding Escrows

While the term “normal yield curve” refers to a positively sloping yield curve, the marketplace has become accustomed to an inverted yield

Katie Auren Joins Blue Rose Capital Advisors as Controller

Blue Rose Marketing

Feb 51 min read

Katie Auren Joins Blue Rose Capital Advisors as Controller

We are pleased to welcome Katie Auren to the Blue Rose team as Controller. Ms. Auren has more than 15 years’ experience working in various

The Shield - Looking Back, Looking Ahead

Erik Kelly

Feb 16 min read

The Shield - Looking Back, Looking Ahead

It is with great joy that our Blue Rose advisory team serves organizations across the country with the goal of improving their financial...

Blue Rose Capital Advisors Will Be in Savannah, GA, January 28-31

Blue Rose Marketing

Jan 231 min read

Blue Rose Capital Advisors Will Be in Savannah, GA, January 28-31

Minneapolis, MN | January 23, 2024 | Blue Rose Marketing Blue Rose Capital Advisors' Erik Kelly, President, and James McNulty, Managing...

Blue Rose’s Benjamin Pietrek Promoted to Associate

Blue Rose Marketing

Jan 161 min read

Blue Rose’s Benjamin Pietrek Promoted to Associate

Minneapolis, MN | January 16, 2024 | Blue Rose Capital Advisors Blue Rose Capital Advisors announces that Benjamin Pietrek has been...

Laura Klingelhutz Joins Blue Rose as Marketing Coordinator

Blue Rose Marketing

Jan 121 min read

Laura Klingelhutz Joins Blue Rose as Marketing Coordinator

Minneapolis, MN | January 12, 2024 | Blue Rose Capital Advisors Blue Rose Capital Advisors announces that Laura Klingelhutz has joined...

Blue Rose Capital Advisors - Holiday Event 2023

Blue Rose Marketing

Dec 19, 20231 min read

Blue Rose Capital Advisors - Holiday Event 2023

To celebrate our year together as a company, Blue Rose, along with sister company HedgeStar, joined together for our annual holiday event.

info@blueroseadvisors.com

(952) 746-6050

Connect on LinkedIn

Registrations