Blue Rose Advisors Blog

The beginning of the new year marks a new start for many of us. New year’s resolutions, new goals and aspirations, perhaps even a commitment to stay the course on a personal or professional mission. It is the way of the world to set new milestones for ourselves as the calendar turns over from one year to the next. For the Blue Rose team, our commitment is unwavering to remain steady, trusted advisors who provide expert advice amid upside-down yield curves, changing tax codes, interest rate volatility and, possibly, more market surprises than we may wish to think about in 2025.

This year has marked a return to “normal” Thanksgiving activities for my family and me, most notably the resumption of large family gatherings that were a mainstay of our pre-pandemic life

There is no question that the rapid rise of interest rates in 2022 has come much more quickly than nearly anyone anticipated. During the second half of 2021, there was growing evidence that the mounting inflationary pressures once thought to be transitory were, in fact, a bigger problem. Indeed, the perspective that inflation was temporarily high was a common stance

Earlier this year we wrote an article about whether inflationary pressures were real. As articulated in June, we identified the popular economic narrative indicated a strong economic recovery

“Service” is one of Blue Rose’s six core values. We emphasize this value not only in our daily work of providing expert advice to our clients, but also look to provide opportunities for our team members’ natural gratitude to shine through annual service projects

Last week on August 4th, Moody’s released the final version of their revised rating methodology for the higher education sector. This new methodology applies to all higher education institutions globally, including both public and private colleges and universities, technical schools, and community colleges

Highlighted here are some tidbits that you may find of interest as your organization establishes or advances its 2021 and/or longer-term capital plans

It is just one month into calendar year 2021 and we are already seeing themes of the coming year emerge. Highlighted below are three themes to which our team is paying particularly close attention

There has been very little normalcy in calendar year 2020. We as a country, our communities, and each of us individually have taken on challenges over the last 10 months that we couldn’t have imagined prior to this year

Borrowers of long-term debt are always faced with this question: should we borrow on a fixed rate or a variable rate basis?