Inflation – Things You Should Consider June 16, 2022
Battening Down the Hatches June 13, 2022
May 2022 | Equity Commentary June 6, 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
Are Soft Markets Ignoring Hard Evidence May 24, 2022
April 2022 | Equity Commentary May 6, 2022
March 2022 | Equity Commentary April 12, 2022
Tech Goes From Haven to Hazard as Investors Fear Recession April 7, 2022
WATCH NOW: April 27th, 2022 – Inflation, Conflict, and Implications for the Capital Markets April 7, 2022
What Issues Should You Consider When Reviewing Your Investments? March 29, 2022
Can the Fed Land the Plane? March 11, 2022
February 2022 | Equity Commentary March 8, 2022
Putin Reveals His Hand February 28, 2022
Inflation and The Federal Reserve February 14, 2022
January 2022 | Equity Commentary February 8, 2022
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
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