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News & Recognition

February 2021 Memorial Business Journal: "Financial Market Update: What Will 2021 Bring?" by John Roscoe

February 2021: John Roscoe Featured in Memorial Business Journal "Financial Market Update: What Will 2021 Bring?"

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To paraphrase a famous line by author Charles Dickens: “2020 was the best of times, and it was the worst of times.” In fact, 2020 might end up being recorded as one of the wildest in history for investors.

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Jason Benowitz Featured in TD Ameritrade Network "On the State of the Economic Recovery"

Jason Benowitz Featured in TD Ameritrade Network "On the State of the Economic Recovery

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Jason Benowitz says that the path of the economy and capital markets will be determined by the path of the virus as the Fed and its global brethren continue to backstop the capital markets.

Watch the full video here

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The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable.

"Reddit Mania Overshadows Outstanding Earnings Season for Tech" Jason Benowitz's commentary featured in Bloomberg

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Anyone distracted by the Reddit-fueled circus in stocks this month may have missed an important fundamental story: A stellar earnings season for technology companies that helped the group’s shares outperform the market once again.

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Roosevelt Investments: A Stand-out Year – What We Think 2021 Will Bring

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Please join us for a video call on Thursday, January 21st at 12pm (ET). John Roscoe, CFA, Chief Investment Officer and Senior Portfolio Manager, will look back at 2020 and discuss our thoughts on the U.S. Election and COVID-19. He will also provide an early outlook on the economy and markets in 2021, and answer your questions live.      Register Here

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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"

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"

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Corie Gabriel is Director and Nicki Price Adams is Marketing Manager of the Private Client Group at SELECTED Preferred Partner Roosevelt Investments. They recently spoke to the bulletin about the services they offer and their support of SELECTED's Funeral Home + Cemetery Management Community.

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The Roosevelt Investment Group, LLC is an investment management firm that manages equity, fixed income, and balanced assets for primarily U.S. clients. 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.

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