4/27/2015
Yield Curve- 101
Categories: Bond Trends, Municipal Debt
If you are a municipal debt issuer and want to achieve the best borrowing value, your financial advisor should be…Read More
Archive for: Newsletter
6/16/2014
Calculating the Correct CPI for Your Budget
Categories: Innovation, Strategic Capital Planning, Uncategorized
Every year when budget season arrives, invariably a constituent looks at the proposed budget, performs a thumb-nail analysis and questions…Read More
3/27/2014
Municipal Bonds Dip in Value
Categories: Bond Trends, Innovation, Municipal Debt, Timing the Bond Market
Municipal bonds dipped in value after on March 19th Federal Reserve Chair Janet Yellen signaled that interest rates might increase…Read More
2/7/2014
Successful Consulting Relationships
Categories: Innovation
EDITOR’S NOTE: The following article consists of excerpts from a paper entitled “Factors for consulting engagement success,” written by Asst….Read More
2/6/2014
Managing Your Credit Rating
Categories: Ratings Agency Evaluations
Without question the single most important concern of clients when issuing debt is the credit rating they are likely to…Read More
2/6/2014
Overcoming the Resistance to Innovate
Categories: Innovation
In the delivery of our services, one of the more common questions we get asked by municipal officials is “How…Read More
2/5/2014
Why Smaller Can Be Better
Categories: Municipal Debt, Strategic Capital Planning
Practically every sales call we make to prospective clients who currently work with another financial advisor tell us they are…Read More
2/5/2014
The Benefits of Multi-year Financial Planning
Categories: Bond Trends, Strategic Capital Planning
Multi-year financial planning, regardless of whether or not you have heard of it or are doing it, like it or…Read More
2/5/2014
Fund Balances — Identify the Risks
Categories: Municipal Debt
Several newsletters ago we included an article entitled “Public Referendum, Voter Approval or Not?” The article sought to frame the…Read More
7/10/2013
David E. Tanner, founder of Liberty, elected president of NCVOA
Categories: News
Liberty Budget Presentation
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