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Current Views
July 28, 2020: Roosevelt Investments' Update on the Financial Markets & Economic Impact of COVID-19
Published on Jul 29, 2020
Second Quarter 2020 | Fixed Income Commentary
Published on Jul 20, 2020
Market Overview Domestic financial markets rallied across the spectrum during the second quarter of 2020. Equity indices had their strongest quarter since 1987. Fixed income credit spreads rallied, recording their second-best... Read more »
Second Quarter 2020 | Equity Commentary
Published on Jul 8, 2020
Market Overview Stocks enjoyed a strong 2nd quarter, with the S&P 500 returning just over 20% for the period. We believe fiscal and monetary stimulus, along with improving economic data, helped to drive this rebound following... Read more »
May 2020 | Equity Commentary
Published on May 31, 2020
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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"