Blue Rose Advisors Blog

The Shield - January 2022 Municipal Market Update

The Shield – January 2022 Municipal Market Update

2021 saw a continued demand for – and high issuance of – municipal bonds following record performance in 2020, though higher education issuance was down compared to the prior year, following a decline in taxable issuances

The Shield - Endowment Growth Trend and Considerations

The Shield – Endowment Growth Trend and Considerations

In the last year and a half, the strong stock market performance has been a boon for higher education institutions despite the turbulent operating environment. For example, the S&P 500 is up 35% from its pre-pandemic high

Shrinkflation: An Uncertain Element of Inflation?

Shrinkflation: An Uncertain Element of Inflation?

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

Giving Back and Giving Thanks…An Adapted (or New?) Blue Rose Tradition

Giving Back and Giving Thanks…An Adapted (or New?) Blue Rose Tradition

“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

The Shield - Pending SLGS Window Closure

The Shield – Pending SLGS Window Closure

The debt ceiling for the United States is currently suspended until July 31 and at that time, it will be set to the amount of debt on that day. Once that new limit is set, by design, the Treasury department will be legally prohibited from incurring any additional debt

The Shield - Inflationary Pressures – Are They Real?

The Shield – Inflationary Pressures – Are They Real?

Today’s popular economic narrative says to expect a strong recovery, with rising inflation at the same time. However, if we go into a recovery and inflation takes off, it is likely we would have a truncated recovery

Review of Rating Agency Outlooks on the Higher Education Sector in 2021

Review of Rating Agency Outlooks on the Higher Education Sector in 2021

Faced with unprecedented disruptions to “status quo” methods of operation last March, colleges and universities have adapted admirably on the fly, shifting students to remote or hybrid learning solutions while managing expenses to compensate for revenue losses from various sources, including housing and auxiliaries, athletics, and overall headcount