Market Overview Stocks advanced during the second quarter, with the S&P 500 gaining 3.4%. In our view, this was mainly due to a healthy domestic economy and strong corporate profits, which offset rising concerns over... Read more »
Published on Jul 19, 2018
Published on Jun 8, 2018
Market Overview: Despite turbulence in trade negotiations and Italian politics, US stocks enjoyed a strong May, with the S&P 500 advancing 2.2%. With seemingly improved economic activity following a subpar first quarter of... 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"