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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

After a Challenging Year, It’s Time to Prepare for 2021

"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 »

November 2020 | Equity Commentary

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

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

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 »

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