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Learning the Fed: Tips for Investing in a Falling Rate Market

On September 18th, 2024, the Federal Reserve lowered rates by 50 basis points. This was a long-anticipated move the markets had desperately sought. This has a material impact on prudent positioning of liquidity investments given further rate cuts may also ensue. We will share insightful tips on how to most optimally invest in a falling … Continued

Positioning for Value: Capturing Yield as Rates Begin to Fall

For the past few years, the Federal Reserve has steadily raised interest rates to combat post-pandemic inflation, a process that has taken longer and has required higher rates than initially anticipated. This in part has led to an inverted yield curve, where shorter-term or cash investments have a higher yield than longer-term treasuries. However, we … Continued

Texas LGIP Status Update: Q2 2024

Each quarter, Deep Blue’s financial experts analyze economic activity from the past quarter to provide insight as we look ahead. In this way, we protect and build your financial assets while advising you on the best use of your funds.

Florida LGIP Status Update: Q2 2024

Each quarter, Deep Blue’s financial experts analyze economic activity from the past quarter to provide insight as we look ahead. In this way, we protect and build your financial assets while advising you on the best use of your funds.

Understanding Arbitrage Rebate: Ensuring Compliance with Tax-Exempt Debt Regulations

Navigating the complexities of arbitrage rebate is crucial for any borrower involved in tax-exempt and tax-advantaged debt. Established by the Internal Revenue Code of 1986, these rules aim to prevent the abuse of tax-exempt borrowing — a subsidy from the federal government intended to be used responsibly. In recent years, the financial landscape has seen … Continued

Investing in Today’s Interest Rate Environment

Deep Blue Investment Advisor’s Chief Investment Officer, Benjamin Streed, speaks at the June FSFOA meeting about investing in today’s interest rate environment with an economic update on the health of the consumer, rate expectations for 2024-25, fixed income strategies and more. Benajmin’s presentation can be viewed below.

FEF Member of the Year Award presented to Deep Blue Investment Advisors

The FASD Education Foundation (FEF) announced the FEF Member of the Year Award presented to David Jang and his Deep Blue Investment Advisors Team. Giving more than $70,000 in multiple scholarships and educational program funding, FEF, and FASD express appreciation and sincere gratitude for the tremendous support for specific purpose governments in Florida.

Current Economic Environment & The Impact on Local Government Budgets

Deep Blue Investment Advisor’s Managing Partner, David Jang, speaks at the FASD annual conference about the current economic environment and the impact on local government budgets by examining the factors that are contributing to our “K-Shaped” economy and determining the indicators that might lead to a recession. David’s presentation on this important topic can be … Continued

Deep Blue Investment Advisors Promotes Benjamin Streed, CFA to Chief Investment Officer

Deep Blue Investment Advisors is proud to announce that Benjamin Streed, CFA has been promoted to the position of Chief Investment Officer. Ben has been an integral part of the Deep Blue team since 2021 as director of fixed income & portfolio management. Prior to joining Deep Blue he served as an investment strategy specialist … Continued

Texas LGIP Status Update: Q1 2024

Each quarter, Deep Blue’s financial experts analyze economic activity from the past quarter to provide insight as we look ahead. In this way, we protect and build your financial assets while advising you on the best use of your funds.