Market Overview Stocks rebounded in April as the S&P 500 gained over 12.5%, marking its best month since January 1987. Investors looked past dismal economic data and instead focused on the potential for improving conditions... Read more »
Published on May 12, 2020
Published on Apr 24, 2020
Could the financial markets have seen the shortest bear market in history or could equity markets re-test their March 23rd lows? It appears that the stock market’s own outlook is that it has already “put in a low” based upon the... Read more »
Published on Apr 22, 2020
On April 22, 2020, Jason Benowitz, CFA, Senior Portfolio Manager, discussed updates on the financial markets, the widespread effects of the COVID-19 pandemic, and answered questions live. - Watch Here You are leaving The... Read more »
Published on Apr 21, 2020
Market Overview The first six weeks of 2020 saw a continuation of the momentum with which the U.S. economy exited 2019, but that hardly seems relevant anymore. The spread of the novel coronavirus from China’s interior in December... Read more »
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"