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Fourth Quarter 2021 | Fixed Income Commentary January 20, 2022
WATCH NOW – 2022 Outlook: The Year of Normalization January 11, 2022- December 2021 | Equity Commentary January 10, 2022
- Megacap Tech Stocks Still Have Lots of Fans After Historic Run January 5, 2022
- Yield Generating Considerations for Year-End December 10, 2021
- November 2021 | Equity Commentary December 7, 2021
- Walmart veteran Biggs to step down as CFO next year December 1, 2021
- The Employment Landscape | Equity Commentary November 22, 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
- October 2021 | Equity Commentary November 10, 2021
- Micron Earnings to Shed Light on Rare Weak Spot in Chip Stocks November 4, 2021
- Should You Change Your Medicare Coverage During Open Enrollment? November 4, 2021
- Third Quarter 2021 | Fixed Income Commentary October 25, 2021
- Short-Term Turbulence but Medium-Term Optimism: Our Thoughts Into Year End October 15, 2021
- September 2021 | Equity Commentary October 6, 2021
- Short-Term Turbulence but Medium-Term Optimism: Our Thoughts Into Year End October 4, 2021
- September 2021 | Thoughts from our Equity Team September 28, 2021
- August 2021 | Equity Commentary September 8, 2021
- July 2021 | Equity Commentary August 10, 2021
- Second Quarter 2021 | Fixed Income Commentary July 16, 2021
- June 2021 | Equity Commentary July 13, 2021
- Walmart’s Flipkart raises fresh funds for $38 billion valuation as IPO looms July 12, 2021
- Midyear Check-in: Navigating An Early Cycle Economy July 12, 2021
- Corporate Buybacks Gain Steam With Banks Poised to Boost Buying July 6, 2021
- May 2021 | Equity Commentary June 2, 2021
- The Great Inflation Debate May 17, 2021
- April 2021 | Equity Commentary May 10, 2021
- April 15, 2021: Update on Financial Markets – 2021: The Year of Reopening April 16, 2021
- Jason Benowitz Featured in Reuters “US STOCKS-Wall St ticks lower in choppy trading ahead of Fed minutes” April 8, 2021
- March 2021 | Equity Commentary April 7, 2021
- What the Inflationistas May Be Missing March 18, 2021
- February 2021 | Equity Commentary March 8, 2021
- Jason Benowitz Featured in TD Ameritrade Network “On the State of the Economic Recovery” February 12, 2021
- January 2021 | Equity Commentary February 8, 2021
- Reddit Mania Overshadows Outstanding Earnings Season for Tech February 6, 2021
- Update on Financial Markets – A Stand-out Year – What We Think 2021 Will Bring January 21, 2021
- December 2020 | Equity Commentary January 8, 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
- November 2020 | Equity Commentary December 8, 2020
- After a Challenging Year, It’s Time to Prepare for 2021 December 8, 2020
- “Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!” Jason Benowitz’s commentary featured in Reuters November 30, 2020
- October 2020 | Equity Commentary October 31, 2020
- Update on Financial Markets – Investing Into Year End and Initial Thoughts on 2021 October 15, 2020
- September 2020 | Equity Commentary October 9, 2020
- Weighing the Impact of a Historic U.S. Presidential Election October 1, 2020
- Thoughts Ahead of the Federal Reserve Meeting September 9, 2020
- August 2020 | Equity Commentary September 9, 2020
- “Not Even Thinking About Raising Rates” August 27, 2020
- “Crown shareholders express patience amid activist pressure for fiber sale” Jason Benowitz’s commentary featured in DealReporter August 26, 2020
- The 2020 Retirees’ Dilemma: Low Yields, Low Income August 19, 2020
- July 2020 | Equity Commentary August 11, 2020
- Update on the Financial Markets & Economic Impact of COVID-19 July 29, 2020
- Second Quarter 2020 | Equity Commentary 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
- May 2020 | Equity Commentary May 21, 2020
- April 2020 | Equity Commentary May 12, 2020
- Equity Markets Up, Economy Down? April 24, 2020
- Vicki Fillet Appeared in a Panel Discussion on TheStreet.com Webinar: Wealth Planning Strategies For Turbulent Markets April 22, 2020
- Update on the COVID-19 Pandemic & Financial Markets April 22, 2020
- March 2020 | Equity Commentary March 31, 2020
- Financial Planning Opportunities in Times of Market Upheaval March 31, 2020
- This Too Shall Pass March 26, 2020
- Unlimited Quantitative Easing March 24, 2020
- Our Most Recent Market Thoughts March 20, 2020
- Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout” February 27, 2020
- Coronavirus – Market Update February 25, 2020
- Where Next? February 10, 2020
- Equity Commentary | January 2020 February 10, 2020
- Fourth Quarter 2019 | Equity Commentary January 28, 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
- Equity Commentary | November 2019 December 16, 2019
- Equity Commentary | October 2019 November 12, 2019
- Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck” October 22, 2019
- Third Quarter 2019 Equity Commentary October 21, 2019
- Jason Benowitz, CFA appeared on CNBC October 11, 2019
- Slowdowns and Showdowns October 8, 2019
- Equity Commentary | August 2019 September 18, 2019
- September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet September 12, 2019
- Keeping Cool in a Hot August August 16, 2019
- Who’s Driving? August 13, 2019
- The Fed Restocks the Punchbowl July 30, 2019
- August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments July 22, 2019
- Second Quarter 2019 Fixed Income Commentary 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
- Second Quarter 2019 Equity Commentary July 15, 2019
- Pivots and Puts July 15, 2019
- Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation July 9, 2019
- Equity Commentary | May 2019 June 11, 2019
- Six Market Thoughts on Trade, Tariffs, China, and Choppy Markets June 5, 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
- Recession? May 23, 2019
- Opinion on the U.S. and China Trade War May 17, 2019
- Latest Market Commentary May 13, 2019
- Speed Bump May 13, 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
- First Quarter 2019 | Equity Commentary April 15, 2019
- Don’t Fear the Curve April 10, 2019
- March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies March 19, 2019
- Equity Commentary | February 2019 March 19, 2019
- Equity Commentary | January 2019 February 26, 2019
- Feeling unwelcome, Amazon ditches plans for New York hub February 14, 2019
- Release of the Doves January 31, 2019
- Is Apple too big to fail? Let’s hope so as failure would be catastrophic. January 29, 2019
- Fourth Quarter 2018 | Equity Commentary January 24, 2019
- Third Quarter Equity Commentary November 13, 2018
- Third Quarter Fixed Income Commentary November 13, 2018
- October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning October 10, 2018
- Healthy Economic Data and a Good Start to the Second Quarter Earnings Season September 12, 2018
- Stocks Continued Their Ascent During August 2018 September 12, 2018
- Second Quarter 2018 Equity Commentary July 19, 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
- May Markets Trump Along Despite Trade Talks and Italian Politics June 8, 2018
- Best Buy online growth slows, overshadowing strong earnings May 24, 2018
- Stocks Log Modest Gains in April May 10, 2018
- Despite Strong Corporate Earnings, Stocks Unable to Sustain Early Gains April 17, 2018
- Corporate Profits Remain Strong Despite Volatility March 9, 2018
- Strong Start to the New Year February 13, 2018
- Impact of the Tax Cuts and Jobs Act January 29, 2018
- Double Whammy for Credit Markets in Fourth Quarter January 18, 2018
- Stocks Move Higher to Close Out the Year January 12, 2018
