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April 2023 | Equity Commentary May 12, 2023- Banking Crisis, 2023 Edition: New Risks, But Important Offsets | Quarterly Conference Call April 26, 2023
- First Quarter 2023 | Fixed Income Commentary April 18, 2023
- March 2023 | Equity Commentary April 11, 2023
- March Madness: Part Two – Bracket Busters March 21, 2023
- February 2023 | Equity Commentary March 16, 2023
- March Madness March 13, 2023
Jason Benowitz Featured on TD Ameritrade Network “PYPL, UHAL/B: Finding “Recession Resistant” Stocks” March 8, 2023- January 2023 | Equity Commentary February 15, 2023
- 2023 Outlook | Quarterly Conference Call February 3, 2023
- December 2022 | Fixed Income Commentary January 27, 2023
- December 2022 | Equity Commentary January 12, 2023
- November 2022 | Equity Commentary December 13, 2022
- October 2022 | Equity Commentary November 8, 2022
- U.S. banks’ key performance metric set to turn around in second half September 15, 2022
- PayPal shares jump on Elliott’s $2 bln stake, annual profit guidance raise August 3, 2022
- Analysis: Amazon has a Prime edge over Walmart: richer customers August 1, 2022
- Nasdaq Win Streak Is Fueled by Tech Losers Turning Into Winners July 11, 2022
- Best Buy earnings expected to fan inflation gloom gripping America’s retailers May 24, 2022
- Best Buy sees bigger drop in annual sales on inflation hit May 24, 2022
- Tech Goes From Haven to Hazard as Investors Fear Recession April 7, 2022
- Megacap Tech Stocks Still Have Lots of Fans After Historic Run January 5, 2022
- Walmart veteran Biggs to step down as CFO next year December 1, 2021
- Here Are The Winners of Metaverse Buzz November 18, 2021
- Musk sells nearly $7 bln worth of Tesla shares this week November 15, 2021
- Micron Earnings to Shed Light on Rare Weak Spot in Chip Stocks November 4, 2021
- Walmart’s Flipkart raises fresh funds for $38 billion valuation as IPO looms July 12, 2021
- Corporate Buybacks Gain Steam With Banks Poised to Boost Buying July 6, 2021
- Jason Benowitz Featured in Reuters “US STOCKS-Wall St ticks lower in choppy trading ahead of Fed minutes” April 8, 2021
- Jason Benowitz Featured in TD Ameritrade Network “On the State of the Economic Recovery” February 12, 2021
- Reddit Mania Overshadows Outstanding Earnings Season for Tech February 6, 2021
- December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says” December 21, 2020
- “Wall Street Braces for 2021 Oddity: Tech Stocks in the Back Seat” Jason Benowitz’s commentary featured in Bloomberg December 15, 2020
- “Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!” Jason Benowitz’s commentary featured in Reuters November 30, 2020
- Weighing the Impact of a Historic U.S. Presidential Election October 1, 2020
- “Crown shareholders express patience amid activist pressure for fiber sale” Jason Benowitz’s commentary featured in DealReporter August 26, 2020
- May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events” May 27, 2020
- Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains” May 25, 2020
- Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout” February 27, 2020
- Jason Benowitz, CFA was quoted in the Wall Street Transcript’s article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager” December 16, 2019
- Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck” October 22, 2019
- Jason Benowitz, CFA appeared on CNBC October 11, 2019
- September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet September 12, 2019
- August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments July 22, 2019
- July 16, 2019: Jason Benowitz, CFA appeared on CNBC July 16, 2019
- July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings” July 16, 2019
- Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation July 9, 2019
- May 23, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy keeps full-year view, warns of higher prices from more tariffs” May 23, 2019
- May 3, 2019: Jason Benowitz, CFA was quoted in the Bloomberg article, “If This Is a Tech Bubble in Stocks, It’s the Expansionary Phase” May 3, 2019
- April 25, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “UK regulator blocks Sainsbury’s $9.4 billion takeover of Walmart’s ASDA” April 25, 2019
- April 22, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Kraft Heinz hires global brand expert Patricio as CEO” April 22, 2019
- March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies March 19, 2019
- Feeling unwelcome, Amazon ditches plans for New York hub February 14, 2019
- Is Apple too big to fail? Let’s hope so as failure would be catastrophic. January 29, 2019
- October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning October 10, 2018
- June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network July 5, 2018
- Medical device maker Stryker says not in talks to buy Boston Scientific June 13, 2018
- Best Buy online growth slows, overshadowing strong earnings May 24, 2018
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- April 2023 | Equity Commentary May 12, 2023
- Banking Crisis, 2023 Edition: New Risks, But Important Offsets | Quarterly Conference Call April 26, 2023
- First Quarter 2023 | Fixed Income Commentary April 18, 2023
- March 2023 | Equity Commentary April 11, 2023
- March Madness: Part Two – Bracket Busters March 21, 2023
- February 2023 | Equity Commentary March 16, 2023
- March Madness March 13, 2023
- January 2023 | Equity Commentary February 15, 2023
- 2023 Outlook | Quarterly Conference Call February 3, 2023
- December 2022 | Fixed Income Commentary January 27, 2023
- December 2022 | Equity Commentary January 12, 2023
- November 2022 | Equity Commentary December 13, 2022
- October 2022 | Equity Commentary November 8, 2022
Load More
- Jason Benowitz Featured on TD Ameritrade Network “PYPL, UHAL/B: Finding “Recession Resistant” Stocks” March 8, 2023
- U.S. banks’ key performance metric set to turn around in second half September 15, 2022
- PayPal shares jump on Elliott’s $2 bln stake, annual profit guidance raise August 3, 2022
- Analysis: Amazon has a Prime edge over Walmart: richer customers August 1, 2022
- Nasdaq Win Streak Is Fueled by Tech Losers Turning Into Winners July 11, 2022
- Best Buy earnings expected to fan inflation gloom gripping America’s retailers May 24, 2022
- Best Buy sees bigger drop in annual sales on inflation hit May 24, 2022
- Tech Goes From Haven to Hazard as Investors Fear Recession April 7, 2022
- Megacap Tech Stocks Still Have Lots of Fans After Historic Run January 5, 2022
- Walmart veteran Biggs to step down as CFO next year December 1, 2021
- Here Are The Winners of Metaverse Buzz November 18, 2021
- Musk sells nearly $7 bln worth of Tesla shares this week November 15, 2021
- Micron Earnings to Shed Light on Rare Weak Spot in Chip Stocks November 4, 2021
- Walmart’s Flipkart raises fresh funds for $38 billion valuation as IPO looms July 12, 2021
- Corporate Buybacks Gain Steam With Banks Poised to Boost Buying July 6, 2021
- Jason Benowitz Featured in Reuters “US STOCKS-Wall St ticks lower in choppy trading ahead of Fed minutes” April 8, 2021
- Jason Benowitz Featured in TD Ameritrade Network “On the State of the Economic Recovery” February 12, 2021
- Reddit Mania Overshadows Outstanding Earnings Season for Tech February 6, 2021
- December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says” December 21, 2020
- “Wall Street Braces for 2021 Oddity: Tech Stocks in the Back Seat” Jason Benowitz’s commentary featured in Bloomberg December 15, 2020
- “Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!” Jason Benowitz’s commentary featured in Reuters November 30, 2020
- “Crown shareholders express patience amid activist pressure for fiber sale” Jason Benowitz’s commentary featured in DealReporter August 26, 2020
- May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events” May 27, 2020
- Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains” May 25, 2020
- Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout” February 27, 2020
- Jason Benowitz, CFA was quoted in the Wall Street Transcript’s article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager” December 16, 2019
- Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck” October 22, 2019
- Jason Benowitz, CFA appeared on CNBC October 11, 2019
- August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments July 22, 2019
- July 16, 2019: Jason Benowitz, CFA appeared on CNBC July 16, 2019
- July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings” July 16, 2019
- Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation July 9, 2019
- May 23, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy keeps full-year view, warns of higher prices from more tariffs” May 23, 2019
- May 3, 2019: Jason Benowitz, CFA was quoted in the Bloomberg article, “If This Is a Tech Bubble in Stocks, It’s the Expansionary Phase” May 3, 2019
- April 25, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “UK regulator blocks Sainsbury’s $9.4 billion takeover of Walmart’s ASDA” April 25, 2019
- April 22, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Kraft Heinz hires global brand expert Patricio as CEO” April 22, 2019
- March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies March 19, 2019
- Feeling unwelcome, Amazon ditches plans for New York hub February 14, 2019
- Is Apple too big to fail? Let’s hope so as failure would be catastrophic. January 29, 2019
- October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning October 10, 2018
- June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network July 5, 2018
- Medical device maker Stryker says not in talks to buy Boston Scientific June 13, 2018
- Best Buy online growth slows, overshadowing strong earnings May 24, 2018
Load More
All-Cap Core Equity Strategy March 31, 2021
Current Income Strategy March 31, 2021
Select Equity Strategy March 31, 2021
Core Fixed Income Strategy March 31, 2021
Preferred Securities Strategy March 31, 2021
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