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 »
October 15, 2020: Update on Financial Markets - Investing Into Year End and Initial Thoughts on 2021
Published on Oct 15, 2020
Published on Oct 9, 2020
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 »
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... Read more »
Published on Sep 9, 2020
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 »
Current Views and Opinions
News and Recognition
- Roosevelt Investments: A Stand-out Year – What We Think 2021 Will Bring
- 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"
- December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says"