The State of Texas Education: A bond underwriters’ perspective
As Texas school districts confront challenges, a bond underwriter shares how they help districts optimize their capital financing strategies for long-term success.
Treasury Secretary Scott Bessent’s 3-3-3 plan and the path forward
The first months of 2025 have been a whirlwind of activity as new political outsiders bring fresh ideas with the 3-3-3 plan to stabilize the national debt.
Dynamic balance sheet modeling for business planning
As the markets remain uncertain about the future, dynamic balance sheet modeling can assist community banks in planning for the year ahead.
Sourcing your bank’s raw materials: Tapping the brokered CD market
Rising interest rates have caused the raw material costs for many banks to skyrocket. Here's an overview of the brokered CD market.
How to evaluate your investment strategy after a Fed rate cut
Here, we discuss the value of a bullet bond investment strategy during time of declining interest rates.
Roll with the changes: Preparing your ALM model for economic shifts
The U.S. economy is on the cusp of a change in monetary policy. Is your interest rate risk model aligned with potential changes?
Medicaid payment increases allow hospitals to re-evaluate capital projects and leverage capital markets
With pandemic uncertainty fading, hospitals are focused on postponed capital needs. Here’s an overview of current conditions and options.
Portfolio strategies for community banks during Fed rate uncertainty
The Federal Reserve has signaled they may wait to initiate rate cuts. Here, we share portfolio strategies for community banks in today’s market.
Economic development financing tools for municipalities and current challenges
Economic development is vital for the growth and sustainability of communities. Here, we share financing mechanisms and considerations.
Recapping the 2023 markets and looking forward to 2024
The economy has proven more resilient than investors thought in 2023. Here, we recap the past year and look ahead to the 2024 market.




