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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
The Three Pillars of an Exit Plan – A Post-Pandemic Tune-Up August 25, 2021
Nicki Price Adams is the Face of Wealth Management in American Funeral Director July 16, 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
7 Financial Planning Lessons for Life Following COVID-19 May 25, 2021
Jason Benowitz Featured in Reuters “US STOCKS-Wall St ticks lower in choppy trading ahead of Fed minutes” April 8, 2021
February 2021 Memorial Business Journal: “Financial Market Update: What Will 2021 Bring?” by John Roscoe February 14, 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
SELECTED The Bulletin: “Understanding Your Retirement Needs is Key to Effective Succession Planning” January 5, 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
After a Challenging Year, It’s Time to Prepare for 2021 December 8, 2020
December 2020 Memento Mori: “Stop Procrastinating and Start Focusing on Your Exit Strategy” by Tim Hermann December 3, 2020
“Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!” Jason Benowitz’s commentary featured in Reuters November 30, 2020
November 2020: Nicki Price Adams’ Interview in Funeral Director Daily’s “Get to Know Them” Feature November 18, 2020
November 2020 The Director: “A Solid Plan” by Corie Gabriel November 9, 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
September 2020 The Bulletin: “If the Tax Code Changes, Will You be Prepared?” by Corie Gabriel August 19, 2020
The 2020 Retirees’ Dilemma: Low Yields, Low Income August 19, 2020
July 2020 Memento Mori: “Maximizing Income in a Perpetual Care Fund” by Adam Sheer July 27, 2020
July 2020 American Funeral Director: “Asking the Right Questions Amid the COVID-19 Pandemic” by Corie Gabriel July 8, 2020
July 2020: Nicki Price Adams is the Face of Wealth Management in American Funeral Director July 8, 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
Financial Planning Opportunities in Times of Market Upheaval March 31, 2020
Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout” February 27, 2020
The Director: “How Much Do You Really Need” by Vicki Fillet February 24, 2020
The Director: “Decoding Succession and Exit Planning” by Vicki Fillet January 24, 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
The Director: “The SECURE Act – A Retirement Solution?” by Richard Konrad December 1, 2019
The Director: “When It Comes To Succession, We All Have Succession Issues” by Steven Wasserman November 13, 2019
The Director.edu: “Solving the Mystery of Credit Scores” by Vicki Fillet November 1, 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
July 2019 Memorial Business Journal: “The SECURE Act: A Retirement Solution?” by Richard Konrad July 29, 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
May 2019 The Director: “Charting the Course” by Vicki Fillet May 1, 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 22 2019: Adam Sheer’s Interview on Funeral Nation TV March 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
An Analysis of Fixed Income Markets February 9, 2017
Post-election 2016: A Guide to the Markets January 19, 2017
Impact of the Election on Financial Markets January 12, 2017
How This Year’s Election Could Affect Your Investments July 7, 2016

Load More

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
The Three Pillars of an Exit Plan – A Post-Pandemic Tune-Up August 25, 2021
Nicki Price Adams is the Face of Wealth Management in American Funeral Director July 16, 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
SELECTED The Bulletin: “Understanding Your Retirement Needs is Key to Effective Succession Planning” January 5, 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
November 2020: Nicki Price Adams’ Interview in Funeral Director Daily’s “Get to Know Them” Feature November 18, 2020
“Crown shareholders express patience amid activist pressure for fiber sale” Jason Benowitz’s commentary featured in DealReporter August 26, 2020
July 2020: Nicki Price Adams is the Face of Wealth Management in American Funeral Director July 8, 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 22 2019: Adam Sheer’s Interview on Funeral Nation TV March 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

7 Financial Planning Lessons for Life Following COVID-19 May 25, 2021
February 2021 Memorial Business Journal: “Financial Market Update: What Will 2021 Bring?” by John Roscoe February 14, 2021
December 2020 Memento Mori: “Stop Procrastinating and Start Focusing on Your Exit Strategy” by Tim Hermann December 3, 2020
November 2020 The Director: “A Solid Plan” by Corie Gabriel November 9, 2020
September 2020 The Bulletin: “If the Tax Code Changes, Will You be Prepared?” by Corie Gabriel August 19, 2020
July 2020 Memento Mori: “Maximizing Income in a Perpetual Care Fund” by Adam Sheer July 27, 2020
July 2020 American Funeral Director: “Asking the Right Questions Amid the COVID-19 Pandemic” by Corie Gabriel July 8, 2020
The Director: “How Much Do You Really Need” by Vicki Fillet February 24, 2020
The Director: “Decoding Succession and Exit Planning” by Vicki Fillet January 24, 2020
The Director: “The SECURE Act – A Retirement Solution?” by Richard Konrad December 1, 2019
The Director: “When It Comes To Succession, We All Have Succession Issues” by Steven Wasserman November 13, 2019
The Director.edu: “Solving the Mystery of Credit Scores” by Vicki Fillet November 1, 2019
September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet September 12, 2019
July 2019 Memorial Business Journal: “The SECURE Act: A Retirement Solution?” by Richard Konrad July 29, 2019
May 2019 The Director: “Charting the Course” by Vicki Fillet May 1, 2019
An Analysis of Fixed Income Markets February 9, 2017
Post-election 2016: A Guide to the Markets January 19, 2017
Impact of the Election on Financial Markets January 12, 2017
How This Year’s Election Could Affect Your Investments July 7, 2016

Load More

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CI Roosevelt Private Wealth

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Funeral & Cemetery Professionals

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CI Roosevelt Private Wealth Advisory Fee Schedule

Roosevelt Investments' Advisory Fee Schedule

Investment Strategy	Annual Fee
Equity	1.00%
Balanced	0.85%
Fixed Income	0.65%

The Roosevelt Investment Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Part 2A and our Privacy Policy.

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The Roosevelt Investment Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Part 2A and our Privacy Policy.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Copyright©. All rights reserved.

The Roosevelt Investment Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Part 2A and our Privacy Policy.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Copyright©. All rights reserved.

¹Registration does not imply any level of skill or training. Additional information about us is available on the SEC’s website at www.adviserinfo.sec.gov.

The Roosevelt Investment Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Part 2A and our Privacy Policy.

GIPS® is a registered trademark owned by the CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. CIPM is a registered trademark owned by CFA Institute. CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Copyright©. All rights reserved.

¹Registration does not imply any level of skill or training. Additional information about us is available on the SEC’s website at www.adviserinfo.sec.gov.

The Roosevelt Investment Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Part 2A and our Privacy Policy.

GIPS® is a registered trademark owned by the CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Copyright©. All rights reserved.

The Roosevelt Investment Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Part 2A and our Privacy Policy.

Copyright©. All rights reserved.

This information is for educational purposes and is not intended to provide, and should not be relied upon for, accounting, legal, tax, insurance, or investment advice. This does not constitute an offer to provide any services, nor a solicitation to purchase securities. The contents are not intended to be advice tailored to any particular person or situation. We believe the information provided is accurate and reliable, but do not warrant it as to completeness or accuracy. This information may include opinions or forecasts, including investment strategies and economic and market conditions; however, there is no guarantee that such opinions or forecasts will prove to be correct, and they also may change without notice. We encourage you to speak with a qualified professional regarding your scenario and the then-current applicable laws and rules.

Different types of investments involve degrees of risk. The future performance of any investment or wealth management strategy, including those recommended by us, may not be profitable or suitable or prove successful. Past performance is not indicative of future results. One cannot invest directly in an index or benchmark, and those do not reflect the deduction of various fees that would diminish results. Any index or benchmark performance figures are for comparison purposes only, and client account holdings will not directly correspond to any such data.

Advisory services are offered through CI Private Wealth and its affiliates, each being a registered investment adviser (“RIA”) regulated by the U.S. Securities and Exchange Commission (“SEC”). The advisory services are only offered in jurisdictions where the RIA is appropriately registered. The use of the term “registered” does not imply any particular level of skill or training and does not imply any approval by the SEC. For a complete discussion of the scope of advisory services offered, fees, and other disclosures, please review the RIA’s Disclosure Brochure (Form ADV Part 2A) and Form CRS, available upon request from the RIA and online at https://adviserinfo.sec.gov/. We also encourage you to review the RIA’s Privacy Policy and Code of Ethics, which are available upon request.

Our clients must, in writing, advise us of personal, financial, or investment objective changes and any restrictions desired on our services so that we may re-evaluate any previous recommendations and adjust our advisory services as needed. For current clients, please advise us immediately if you are not receiving monthly account statements from your custodian. We encourage you to compare your custodial statements to any information we provide to you.

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

The Roosevelt Investment Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Part 2A and our Privacy Policy.

Copyright©. All rights reserved.

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