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We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

October 15, 2020: Update on Financial Markets - Investing Into Year End and Initial Thoughts on 2021

Jason Benowitz, CFA, Senior Portfolio Manager and Sean Sokolowski, Investment Counselor, sit down to discuss Roosevelt Investments’ thoughts on: Update: financial markets COVID-19: lockdown, reopening, and second wave risk U.S.... Read more »

September 2020 | Equity Commentary

Market Overview Overall, markets enjoyed a strong third quarter, with the S&P 500 returning close to 9% for the period. While July and August saw robust gains, the index closed out the quarter on a weaker note, falling nearly... Read more »

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

"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... Read more »

August 2020 | Equity Commentary

Market Overview Stocks continued their ascent during August, as the S&P 500 surged about 7% for the month. We believe that a resilient economy, better than expected corporate earnings, and improving trends in new COVID-19... Read more »

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