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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

Third Quarter Equity Commentary

Market Overview Stocks continued to move higher during the third quarter, as the S&P 500 gained 7.2%, its best performance since the fourth quarter of 2013. Investors were encouraged by healthy economic data, strong corporate... Read more »

Stocks Continued Their Ascent During August 2018

Market Overview Stocks continued their ascent during August, as the S&P 500 hit a new all-time high and investors were encouraged by robust corporate earnings and some progress on trade. We continue to believe that strong... Read more »

Healthy Economic Data and a Good Start to the Second Quarter Earnings Season

Market Overview Healthy economic data and a good start to the second quarter earnings season lifted stocks during July, as the S&P 500 achieved a total return of 3.7% for the month. While trade concerns continue to be a focal... Read more »

Second Quarter 2018 Fixed Income Commentary

Market Overview Over the course of 2017 and the first half of 2018 the Federal Reserve has raised interest rates. In June, the federal funds rate was adjusted upwards to a 1.75 – 2.00% target range. This has been the seventh 25... Read more »

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The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages equity, fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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