Click the video below to watch a short three minute summary of our thoughts on market activity in May. Market Overview Stocks moved higher during May as the S&P 500 returned about 4% for the month. While it appears economic... Read more »
Current Views
April 2020 | Equity Commentary
Published on May 12, 2020
Market Overview Stocks rebounded in April as the S&P 500 gained over 12.5%, marking its best month since January 1987. Investors looked past dismal economic data and instead focused on the potential for improving conditions... Read more »
Equity Markets Up, Economy Down?
Published on Apr 24, 2020
Could the financial markets have seen the shortest bear market in history or could equity markets re-test their March 23rd lows? It appears that the stock market’s own outlook is that it has already “put in a low” based upon the... Read more »
April 22, 2020: Roosevelt Investments' Update on the COVID-19 Pandemic & Financial Markets
Published on Apr 22, 2020
On April 22, 2020, Jason Benowitz, CFA, Senior Portfolio Manager, discussed updates on the financial markets, the widespread effects of the COVID-19 pandemic, and answered questions live. - Watch Here You are leaving The... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events”
- May 25, 2020: Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains”
- April 22, 2020: Vicki Fillet Appeared in a Panel Discussion on TheStreet.com Webinar: Wealth Planning Strategies For Turbulent Markets