"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... Read more »
Current Views
November 2020 | Equity Commentary
Published on Dec 8, 2020
Market Overview Markets enjoyed an historic November, with multiple indices hitting all-time records, including the S&P 500 which was about 11% higher for the month. Investors were likely encouraged by better than expected... Read more »
October 2020 | Equity Commentary
Published on Oct 31, 2020
Market Overview Stocks finished lower during October, as the S&P 500 declined about 3% for the month. While the economy continues to heal, markets have been buffeted by the sharp increase in coronavirus cases in the U.S. and... Read more »
October 15, 2020: Update on Financial Markets - Investing Into Year End and Initial Thoughts on 2021
Published on Oct 15, 2020
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 »