Roosevelt Investments is now CI Roosevelt Private Wealth

Tag: Estate Planning

SELECTED The Bulletin: “Understanding Your Retirement Needs is Key to Effective Succession Planning”

Posted on by Nicki Adams

Published on Jan. 5, 2021

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”

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.

Read the Full Article Here

After a Challenging Year, It’s Time to Prepare for 2021

Posted on by Nicki Adams

Published on Dec. 8, 2020

After a Challenging Year, It’s Time to Prepare for 2021

2020 has been a difficult year for many families, particularly those directly affected by the pandemic. The U.S. presidential election also weighed heavily on many, no matter the outcome. At the end of the day, just about every American is ready to turn the page and get positioned for a fresh start to the new year.

For investors, that means now is a good time to start making preparations, and Roosevelt Investments has five suggestions for getting ahead.

Read the Full Article Here

November 2020: Nicki Price Adams’ Interview in Funeral Director Daily’s “Get to Know Them” Feature

Posted on by Nicki Adams

Published on Nov. 18, 2020

November 2020: Nicki Price Adams’ Interview in Funeral Director Daily’s “Get to Know Them” Feature

Not long after I started writing Funeral Director Daily I received some public relations material from a company out of New York City called Roosevelt Investments. The material came from Nicki Price Adams requesting that I include the material in Funeral Director Daily as she thought it might be relevant to those in the death care profession who read us daily. I looked at the information, took a look at the Roosevelt Investment website and determined that she was right on spot. We have published her requested information at times, which has included free webinars, and I am happy when she continues to give us information that our readership may find valuable.

Read the Full Article Here

Weighing the Impact of a Historic U.S. Presidential Election

Posted on by Nicki Adams

Published on Oct. 1, 2020

Weighing the Impact of a Historic U.S. Presidential Election

The 2020 U.S. presidential election is fast approaching. No matter what your political orientation, this election cycle probably feels highly consequential and filled with uncertainties. And as if the election wasn’t enough, there is still a pandemic looming in the backdrop with an economy fighting to regain footing.

As the old saying goes, never a dull moment.

Read the Full Article Here

September 2020 The Bulletin: “If the Tax Code Changes, Will You be Prepared?” by Corie Gabriel

Posted on by Nicki Adams

Published on Aug. 19, 2020

September 2020 Corie Gabriel’s Article in The Bulletin: “If the Tax Code Changes, Will You be Prepared?”

Source: The Bulletin, a publication of Selected Independent Funeral Homes

Read the Full Article Here

August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

Posted on by Nicki Adams

Published on Jul. 22, 2019

August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments

Read the Press Release Here

Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation

Posted on by Nicki Adams

Published on Jul. 9, 2019

Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation

Source: July 2019 ICCFA Magazine

Read the Full Article Here

March 22 2019: Adam Sheer’s Interview on Funeral Nation TV

Posted on by Nicki Adams

Published on Mar. 22, 2019

March 22 2019: Adam Sheer’s Interview on Funeral Nation TV

Check out Adam’s interview regarding our collaboration with The Foresight Companies, LLC. serving the funeral services and cemetery professions. The interview on Foresight Roosevelt Wealth Management takes place between timestamp 7:30 and 18.

Watch Here

March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies

Posted on by Nicki Adams

Published on Mar. 19, 2019

March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies

Read the Press Release Here

October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning

Posted on by Nicki Adams

Published on Oct. 10, 2018

October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning

Read the Press Release Here
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