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

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.

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

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.

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The 2020 Retirees’ Dilemma: Low Yields, Low Income

Published on Aug. 19, 2020

The 2020 Retirees’ Dilemma: Low Yields, Low Income

We live in a world of rock-bottom interest rates.

During and after the 2008 Global Financial Crisis, central banks around the world lowered interest rates to the zero bound, in an effort to get the economy moving again. In the decade that followed, the global economy grew, but not at a pace that allowed central banks to push interest rates materially higher. Going into 2020, interest rates were still relatively low compared to the needs of many retirees to generate meaningful, low-risk income.

Then Covid-19 happened.

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Financial Planning Opportunities in Times of Market Upheaval

Published on Mar. 31, 2020

Financial Planning Opportunities in Times of Market Upheaval

In the middle of difficulty lies opportunity.

– Albert Einstein

In times of market volatility, many people become nervous about how the financial markets will play out and wonder how their personal and business finances will be affected. We believe that it is ok to be nervous; it is natural. Our job as a financial advisor is to guide you through periods like this. Additionally, we can help identify opportunities that come about from different financial market environments.

Learn about seven financial planning opportunities to consider in our article, “Financial Planning Opportunities in Times of Market Upheaval”

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