As school districts across the state look to bridge budgeting gaps and cash flow challenges, many are turning to Tax Anticipation Notes (TANs) to cover operational needs ahead of the new budget year. These short-term financing tools can be an effective solution to bridge the gap between now and the arrival of tax revenues in … Continued
On May 16, 2025, Moody’s Ratings downgraded the U.S. sovereign credit rating from Aaa to Aa1, aligning with S&P and Fitch and ending the nation’s triple-A status across major agencies. As fixed- income investors, you may wonder how this affects your portfolios and the broader market. Below, we provide an overview and initial thoughts. A … Continued
Artificial intelligence (AI), or machine learning, is rapidly transforming industries across the globe — and public sector finance is no exception. For counties, cities, municipalities, and other public entities, AI presents a powerful opportunity to enhance the management of public funds, streamline treasury operations, and improve investment outcomes. As stewards of taxpayer dollars, public finance … Continued
We are excited to announce that Suanne Lee has been appointed to the Deep Blue Investment Advisors (DBIA) Board of Directors. Since joining Deep Blue, Suanne has exemplified outstanding leadership, strategic vision, and a deep commitment to the company’s mission. Her contributions have played a key role in driving operational efficiencies and fostering a culture … Continued
For over 23 years, Deep Blue Investment Advisors has empowered communities to do more with what they already have. As the largest Florida-based firm managing public funds, we’re proud to share that the Tampa Bay Business Journal has ranked us 4th in total assets under management. This recognition reflects our unwavering commitment to providing expert … Continued
Too many times the terms “custody” and “safekeeping” are used interchangeably, these services differ significantly. Local government investors should understand these distinctions and select the service level that best meets their needs. As we know, the priority for government investment management is the safety of public funds. A critical safeguard against fraud is the separation … Continued
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.
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.
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
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.
