Roosevelt Investments is now CI Roosevelt Private Wealth

Author: Nicki Adams

SELECTED The Bulletin: “Understanding Your Retirement Needs is Key to Effective Succession Planning”

Posted on by Nicki Adams

Published on Jan. 5, 2021

January 2021: Corie Gabriel and Nicki Price Adams Featured in Selected Independent Funeral Home’s The Bulletin Article “Roosevelt Investments: Understanding Your Retirement Needs is Key to Effective Succession Planning”

Corie Gabriel is Director and Nicki Price Adams is Marketing Manager of the Private Client Group at SELECTED Preferred Partner Roosevelt Investments. They recently spoke to the bulletin about the services they offer and their support of SELECTED’s Funeral Home + Cemetery Management Community.

Read the Full Article Here

December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says”

Posted on by Nicki Adams

Published on Dec. 21, 2020

December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says”

Jason Benowitz, senior portfolio manager at The Roosevelt Investment Group, discusses the U.S. stimulus package and the possible market reaction.

CNBC main video page here

“Wall Street Braces for 2021 Oddity: Tech Stocks in the Back Seat” Jason Benowitz’s commentary featured in Bloomberg

Posted on by Nicki Adams

Published on Dec. 15, 2020

December 2020 Jason Benowitz’s commentary featured in Bloomberg: “Wall Street Braces for 2021 Oddity: Tech Stocks in the Back Seat”

As 2021 approaches, many on Wall Street are bracing for unfamiliar territory: A year when technology companies may not be the biggest stars of the stock market.

Read the Full Article Here

After a Challenging Year, It’s Time to Prepare for 2021

Posted on by Nicki Adams

Published on Dec. 8, 2020

After a Challenging Year, It’s Time to Prepare for 2021

2020 has been a difficult year for many families, particularly those directly affected by the pandemic. The U.S. presidential election also weighed heavily on many, no matter the outcome. At the end of the day, just about every American is ready to turn the page and get positioned for a fresh start to the new year.

For investors, that means now is a good time to start making preparations, and Roosevelt Investments has five suggestions for getting ahead.

Read the Full Article Here

December 2020 Memento Mori: “Stop Procrastinating and Start Focusing on Your Exit Strategy” by Tim Hermann

Posted on by Nicki Adams

Published on Dec. 3, 2020

December 2020 Memento Mori: “Stop Procrastinating and Start Focusing on Your Exit Strategy” by Tim Hermann

Read the Full Article Here

“Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!” Jason Benowitz’s commentary featured in Reuters

Posted on by Nicki Adams

Published on Nov 30, 2020

November 2020 Jason Benowitz’s commentary featured in Retuers: “Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!”

Think Michelangelo vs Da Vinci. Muhammad Ali and Joe Frazier. Batman v Superman. Another epic rivalry is rejoined this week when Sony and Microsoft go head-to-head with the next generation of their blockbuster video-game consoles.

Read the Full Article Here

November 2020: Nicki Price Adams’ Interview in Funeral Director Daily’s “Get to Know Them” Feature

Posted on by Nicki Adams

Published on Nov. 18, 2020

November 2020: Nicki Price Adams’ Interview in Funeral Director Daily’s “Get to Know Them” Feature

Not long after I started writing Funeral Director Daily I received some public relations material from a company out of New York City called Roosevelt Investments. The material came from Nicki Price Adams requesting that I include the material in Funeral Director Daily as she thought it might be relevant to those in the death care profession who read us daily. I looked at the information, took a look at the Roosevelt Investment website and determined that she was right on spot. We have published her requested information at times, which has included free webinars, and I am happy when she continues to give us information that our readership may find valuable.

Read the Full Article Here

November 2020 The Director: “A Solid Plan” by Corie Gabriel

Posted on by Nicki Adams

Published on Nov. 9, 2020

November 2020 Corie Gabriel’s Article in The Director: “A Solid Plan”

Source: The Director, a publication of the National Funeral Directors Association

Read the Full Article Here

Weighing the Impact of a Historic U.S. Presidential Election

Posted on by Nicki Adams

Published on Oct. 1, 2020

Weighing the Impact of a Historic U.S. Presidential Election

The 2020 U.S. presidential election is fast approaching. No matter what your political orientation, this election cycle probably feels highly consequential and filled with uncertainties. And as if the election wasn’t enough, there is still a pandemic looming in the backdrop with an economy fighting to regain footing.

As the old saying goes, never a dull moment.

Read the Full Article Here

“Crown shareholders express patience amid activist pressure for fiber sale” Jason Benowitz’s commentary featured in DealReporter

Posted on by Nicki Adams

Published on Aug 26, 2020

August 2020 Jason Benowitz’s commentary featured in Dealreporter: “Crown shareholders express patience amid activist pressure fiber sale”

Source: Dealreporter, An Acuris company

Read the Full Article Here

September 2020 The Bulletin: “If the Tax Code Changes, Will You be Prepared?” by Corie Gabriel

Posted on by Nicki Adams

Published on Aug. 19, 2020

September 2020 Corie Gabriel’s Article in The Bulletin: “If the Tax Code Changes, Will You be Prepared?”

Source: The Bulletin, a publication of Selected Independent Funeral Homes

Read the Full Article Here

The 2020 Retirees’ Dilemma: Low Yields, Low Income

Posted on by Nicki Adams

Published on Aug. 19, 2020

The 2020 Retirees’ Dilemma: Low Yields, Low Income

We live in a world of rock-bottom interest rates.

During and after the 2008 Global Financial Crisis, central banks around the world lowered interest rates to the zero bound, in an effort to get the economy moving again. In the decade that followed, the global economy grew, but not at a pace that allowed central banks to push interest rates materially higher. Going into 2020, interest rates were still relatively low compared to the needs of many retirees to generate meaningful, low-risk income.

Then Covid-19 happened.

Read the Full Article Here

July 2020 Memento Mori: “Maximizing Income in a Perpetual Care Fund” by Adam Sheer

Posted on by Nicki Adams

Published on Jul. 27, 2020

July 2020 Adam Sheer’s Article in Memento Mori: “Maximizing Income in a Perpetual Care Fund”

Read the Full Article Here

July 2020 American Funeral Director: “Asking the Right Questions Amid the COVID-19 Pandemic” by Corie Gabriel

Posted on by Nicki Adams

Published on Jul. 8, 2020

July 2020 American Funeral Director: “Asking the Right Questions Amid the COVID-19 Pandemic” by Corie Gabriel

Read the Full Article Here

July 2020: Nicki Price Adams is the Face of Wealth Management in American Funeral Director

Posted on by Nicki Adams

Published on Jul. 8 2020

July 2020: Nicki Price Adams is the Face of Wealth Management in American Funeral Director

Read the Full Article Here

May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events”

Posted on by Nicki Adams

Published on May 27, 2020

May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events”

Read the Full Article Here

Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains”

Posted on by Nicki Adams

Published on May 25, 2020

May 25, 2020: Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains”

Read the Full Article Here

Financial Planning Opportunities in Times of Market Upheaval

Posted on by Nicki Adams

Published on Mar. 31, 2020

Financial Planning Opportunities in Times of Market Upheaval

In the middle of difficulty lies opportunity.

– Albert Einstein

In times of market volatility, many people become nervous about how the financial markets will play out and wonder how their personal and business finances will be affected. We believe that it is ok to be nervous; it is natural. Our job as a financial advisor is to guide you through periods like this. Additionally, we can help identify opportunities that come about from different financial market environments.

Learn about seven financial planning opportunities to consider in our article, “Financial Planning Opportunities in Times of Market Upheaval”

Read the Full Article Here

Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout”

Posted on by Nicki Adams

Published on Feb. 27, 2020

February 27, 2020: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout”

Read the Full Article Here

The Director: “How Much Do You Really Need” by Vicki Fillet

Posted on by Nicki Adams

Published on Feb. 24, 2020

February 2020 The Director: “How Much Do You Really Need” by Vicki Fillet

Source: The Director, a publication of the National Funeral Directors Association

Read the Full Article Here

The Director: “Decoding Succession and Exit Planning” by Vicki Fillet

Posted on by Nicki Adams

Published on Jan. 24, 2020

January 2020 The Director: “Decoding Succession and Exit Planning” by Vicki Fillet

Source: The Director, a publication of the National Funeral Directors Association

Read the Full Article Here

Jason Benowitz, CFA was quoted in the Wall Street Transcript’s article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager”

Posted on by Nicki Adams

Published on Dec. 16, 2019

December 16, 2019: Jason Benowitz, CFA was quoted in the Wall Street Transcript’s article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager”

Read the Full Article Here

The Director: “The SECURE Act – A Retirement Solution?” by Richard Konrad

Posted on by Nicki Adams

Published on Dec. 1, 2019

November 2019 Richard Konrad’s Article in The Director: “The SECURE Act – A Retirement Solution?”

Source: The Director, a publication of the National Funeral Directors Association

Read the Full Article Here

The Director: “When It Comes To Succession, We All Have Succession Issues” by Steven Wasserman

Posted on by Nicki Adams

Published on Nov. 13, 2019

January 2019 The Director: “When It Comes To Succession, We All Have Succession Issues” by Steven Wasserman

Source: The Director, a publication of the National Funeral Directors Association

Read the Full Article Here

The Director.edu: “Solving the Mystery of Credit Scores” by Vicki Fillet

Posted on by Nicki Adams

Published on Nov. 1, 2019

Fall 2019 The Director.edu: “Solving the Mystery of Credit Scores” by Vicki Fillet

Source: The Director.edu, a publication of the National Funeral Directors Association

Read the Full Article Here

Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck”

Posted on by Nicki Adams

Published on Oct. 22, 2019

October 22, 2019: Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck”

Read the Full Article Here

Jason Benowitz, CFA appeared on CNBC

Posted on by Nicki Adams

Published on Oct 11, 2019

October 11, 2019: Jason Benowitz, CFA appeared on CNBC

Watch Here

September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet

Posted on by Nicki Adams

Published on Sep. 12, 2019

September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet

Source: The Bulletin, a publication of Selected Independent Funeral Homes

Read the Full Article Here

July 2019 Memorial Business Journal: “The SECURE Act: A Retirement Solution?” by Richard Konrad

Posted on by Nicki Adams

Published on Jul. 29, 2019

July 2019 Memorial Business Journal: “The SECURE Act: A Retirement Solution?” by Richard Konrad

Source: Memorial Business Journal, a publication of the National Funeral Directors Association

Read the Full Article Here

August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

Posted on by Nicki Adams

Published on Jul. 22, 2019

August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

Read the Press Release Here

July 16, 2019: Jason Benowitz, CFA appeared on CNBC

Posted on by Nicki Adams

Published on Jul. 16, 2019

July 16, 2019: Jason Benowitz, CFA appeared on CNBC

Watch Here

July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings”

Posted on by Nicki Adams

Published on Jul. 16, 2019

July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings”

Read the Full Article Here

Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation

Posted on by Nicki Adams

Published on Jul. 9, 2019

Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation

Source: July 2019 ICCFA Magazine

Read the Full Article Here

May 23, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy keeps full-year view, warns of higher prices from more tariffs”

Posted on by Nicki Adams

Published on May 23, 2019

May 23, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy keeps full-year view, warns of higher prices from more tariffs”

Read the Full Article Here

May 3, 2019: Jason Benowitz, CFA was quoted in the Bloomberg article, “If This Is a Tech Bubble in Stocks, It’s the Expansionary Phase”

Posted on by Nicki Adams

Published on May 3, 2019

May 3, 2019: Jason Benowitz, CFA was quoted in the Bloomberg article, “If This Is a Tech Bubble in Stocks, It’s the Expansionary Phase”

Read the Full Article Here

May 2019 The Director: “Charting the Course” by Vicki Fillet

Posted on by Nicki Adams

Published on May 1, 2019

May 2019 The Director: “Charting the Course” by Vicki Fillet

Source: The Director, a publication of the National Funeral Directors Association

Read the Full Article Here

April 25, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “UK regulator blocks Sainsbury’s $9.4 billion takeover of Walmart’s ASDA”

Posted on by Nicki Adams

Published on Apr. 25, 2019

April 25, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “UK regulator blocks Sainsbury’s $9.4 billion takeover of Walmart’s ASDA”

Read the Full Article Here

April 22, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Kraft Heinz hires global brand expert Patricio as CEO”

Posted on by Nicki Adams

Published on Apr. 22 , 2019

April 22, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Kraft Heinz hires global brand expert Patricio as CEO”

Read the Full Article Here

March 22 2019: Adam Sheer’s Interview on Funeral Nation TV

Posted on by Nicki Adams

Published on Mar. 22, 2019

March 22 2019: Adam Sheer’s Interview on Funeral Nation TV

Check out Adam’s interview regarding our collaboration with The Foresight Companies, LLC. serving the funeral services and cemetery professions. The interview on Foresight Roosevelt Wealth Management takes place between timestamp 7:30 and 18.

Watch Here

March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies

Posted on by Nicki Adams

Published on Mar. 19, 2019

March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies

Read the Press Release Here

Feeling unwelcome, Amazon ditches plans for New York hub

Posted on by Nicki Adams

Published on Feb. 14, 2019

Feeling unwelcome, Amazon ditches plans for New York hub

Read the Full Article Here

Is Apple too big to fail? Let’s hope so as failure would be catastrophic.

Posted on by Nicki Adams

Published on Jan. 29, 2019

Is Apple too big to fail? Let’s hope so as failure would be catastrophic.

Read the Full Article Here

October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning

Posted on by Nicki Adams

Published on Oct. 10, 2018

October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning

Read the Press Release Here

June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network

Posted on by Nicki Adams

Published on Jul. 5, 2018

June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network

Watch Here

Medical device maker Stryker says not in talks to buy Boston Scientific

Posted on by Nicki Adams

Published on Jun. 13, 2018

June 13, 2018: Jason Benowitz, CFA was quoted in the Reuters article, “Medical device maker Stryker says not in talks to buy Boston Scientific”

Read the Full Article Here

Best Buy online growth slows, overshadowing strong earnings

Posted on by Nicki Adams

Published on May 24, 2018

May 24, 2018: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy online growth slows, overshadowing strong earnings”

Read the Full Article Here
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