Stocks were flat during January, as gains early in the month may have been subsequently offset by concerns over the developing coronavirus pandemic. Economists have already begun reducing first quarter GDP estimates for China as... Read more »
Current Views
Where Next?
Published on Feb 10, 2020
Year-to-date, Roosevelt Investments has seen equities move sharply higher and then drop, likely due in part to the shivers of the coronavirus. Bond yields have declined, providing price performance, but the yield curve also... Read more »
Fourth Quarter 2019 | Fixed Income Commentary
Published on Jan 28, 2020
During the fourth quarter of 2019, the investment grade intermediate term corporate bond market continued its positive momentum and returned about 1.1% to close out the year up approximately 10.2%. Similarly, the investment grade... Read more »
Fourth Quarter 2019 | Equity Commentary
Published on Jan 28, 2020
Stocks closed out 2019 in robust fashion with the S&P 500 gaining 8.5% for the fourth quarter. We believe that investors were encouraged by the fact the US and China announced that they have reached a phase I trade deal, as... Read more »
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Current Views and Opinions
News and Recognition
- May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events”
- May 25, 2020: Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains”
- April 22, 2020: Vicki Fillet Appeared in a Panel Discussion on TheStreet.com Webinar: Wealth Planning Strategies For Turbulent Markets