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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

The Strategic Value of Cash Flow Forecasting in Public Fund Management – Texas

Annual budgeting is one of the most important times of the year for public finance professionals. This process provides insight into the year ahead, allowing for confident navigation and circumvention of any upcoming financial obstacles. But when done right, budgeting sessions can illuminate revenue patterns that then create investment opportunities — making for more wiggle … Continued

The Strategic Value of Cash Flow Forecasting in Public Fund Management – Florida

Annual budgeting is one of the most important times of the year for public finance professionals. This process provides insight into the year ahead, allowing for confident navigation and circumvention of any upcoming financial obstacles. But when done right, budgeting sessions can illuminate revenue patterns that then create investment opportunities — making for more wiggle … 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.

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