Thoughts Ahead of the Federal Reserve Meeting We believe there may be more uncertainty around the Federal Reserve's upcoming mid-September Open Market Committee meeting than is typical. It will be the first committee meeting... Read more »
Current Views
“Not Even Thinking About Raising Rates”
Published on Aug 27, 2020
"Not Even Thinking About Raising Rates" Thus said Fed Chair Jay Powell this past June. But what exactly does this mean and why did he say it? It’s all about inflation. That is, the inflation we don’t have. Missing in action. The... Read more »
The 2020 Retirees’ Dilemma: Low Yields, Low Income
Published on Aug 19, 2020
"The 2020 Retirees’ Dilemma: Low Yields, Low Income" We live in a world of rock-bottom interest rates. During and after the 2008 Global Financial Crisis, central banks around the world lowered interest rates to the zero bound, in... Read more »
July 2020 | Equity Commentary
Published on Aug 11, 2020
Market Overview Stocks began the 3rd quarter on a strong note, with the S&P 500 returning about 5.6% for July. We believe that economic data continued to stabilize during the month, and 2nd quarter corporate earnings have... Read more »
Current Views Archives
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"