7 Financial Planning Lessons for Life Following COVID-19

Published on May. 25, 2021

April 2021: American Funeral Director “7 Financial Planning Lessons for Life Following COVID-19” by Tim Hermann

COVID-19 disrupted many aspects of our everyday financial lives, whether in business, personal finance or estate planning. Many of us would prefer to forget the challenges and losses of the last year and just move on. I get that – but before you wipe the slate clean to start the new year, I think it’s useful to consider what lessons we can walk away with. For savers, spenders and investors, I’ve got seven lessons to share.

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Source: Published in American Funeral Director Magazine

April 15, 2021: Update on Financial Markets – 2021: The Year of Reopening

Published on Apr. 16, 2021

April 15, 2021: Update on Financial Markets – 2021: The Year of Reopening

Jason Benowitz, CFA, CMT®, Senior Portfolio Manager and Richard Konrad, CFA, CFP®, Director of Value Strategy, sit down to discuss:

  • Covid-19: the light at the end of the tunnel grows brighter
  • Fiscal Policy: short-term support and long-term debate
  • Interest Rates: you can have too much of a good thing

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

Published on Feb. 14, 2021

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

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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Reddit Mania Overshadows Outstanding Earnings Season for Tech

Published on Feb. 6, 2021

Febuary 2021 Jason Benowitz’s commentary featured in Bloomberg: “Reddit Mania Overshadows Outstanding Earnings Season for Tech”

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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Update on Financial Markets – A Stand-out Year – What We Think 2021 Will Bring

Published on Jan. 21, 2021

January 21, 2021: Update on Financial Markets – A Stand-out Year – What We Think 2021 Will Bring

John Roscoe, CFA, Chief Investment Officer and Senior Portfolio Manager and Sean Sokolowski, Investment Counselor, sit down to discuss:

  • Overview: Looking back at 2020 and an early outlook on the economy and markets in 2021
  • Covid-19: An update on our thoughts
  • U.S. Election: Ramifications for stocks and bonds

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

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.

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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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December 2020 Memento Mori: “Stop Procrastinating and Start Focusing on Your Exit Strategy” by Tim Hermann

Published on Dec. 3, 2020

December 2020 Memento Mori: “Stop Procrastinating and Start Focusing on Your Exit Strategy” by Tim Hermann

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

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.

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Update on Financial Markets – Investing Into Year End and Initial Thoughts on 2021

Published on Oct. 15, 2020

October 15, 2020: Update on Financial Markets – Investing Into Year End and Initial Thoughts on 2021

Jason Benowitz, CFA, Senior Portfolio Manager and Sean Sokolowski, Investment Counselor, sit down to discuss Roosevelt Investments’ thoughts on:

  • Update: financial markets
  • COVID-19: lockdown, reopening, and second wave risk
  • U.S. Election: the run up and the aftermath
  • Fed Policy: from crisis management to recovery support

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

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

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Update on the Financial Markets & Economic Impact of COVID-19

Published on Jul. 29, 2020

Update on the Financial Markets & Economic Impact of COVID-19

In our quarterly update, John Roscoe, CFA, Chief Investment Officer and Senior Portfolio Manager, discussed our thoughts on the financial markets, the evolving impact of the COVID-19 pandemic, and answered questions live.

John Roscoe, CFA, Chief Investment Officer and Senior Portfolio Manager and Sean Sokolowski, Investment Counselor, sit down to discuss:

  • Our thoughts on the financial markets
  • The evolving impact of the COVID-19 pandemic

July 2020 Memento Mori: “Maximizing Income in a Perpetual Care Fund” by Adam Sheer

Published on Jul. 27, 2020

July 2020 Adam Sheer’s Article in Memento Mori: “Maximizing Income in a Perpetual Care Fund”

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July 2020 American Funeral Director: “Asking the Right Questions Amid the COVID-19 Pandemic” by Corie Gabriel

Published on Jul. 8, 2020

July 2020 American Funeral Director: “Asking the Right Questions Amid the COVID-19 Pandemic” by Corie Gabriel

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July 2020: Nicki Price Adams is the Face of Wealth Management in American Funeral Director

Published on Jul. 8 2020

July 2020: Nicki Price Adams is the Face of Wealth Management in American Funeral Director

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Vicki Fillet Appeared in a Panel Discussion on TheStreet.com Webinar: Wealth Planning Strategies For Turbulent Markets

Published on Apr. 22, 2020

April 22, 2020: Vicki Fillet Appeared in a Panel Discussion on TheStreet.com Webinar: Wealth Planning Strategies For Turbulent Markets

Watch Here

Update on the COVID-19 Pandemic & Financial Markets

Published on Apr. 22, 2020

Update on the COVID-19 Pandemic & Financial Markets

On April 22, 2020, Jason Benowitz, CFA, Senior Portfolio Manager, discussed updates on the financial markets, the widespread effects of the COVID-19 pandemic, and answered questions live.

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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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The Director: “How Much Do You Really Need” by Vicki Fillet

Published on Feb. 24, 2020

February 2020 The Director: “How Much Do You Really Need” by Vicki Fillet

Source: The Director, a publication of the National Funeral Directors Association

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The Director: “The SECURE Act – A Retirement Solution?” by Richard Konrad

Published on Dec. 1, 2019

November 2019 Richard Konrad’s Article in The Director: “The SECURE Act – A Retirement Solution?”

Source: The Director, a publication of the National Funeral Directors Association

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The Director: “When It Comes To Succession, We All Have Succession Issues” by Steven Wasserman

Published on Nov. 13, 2019

January 2019 The Director: “When It Comes To Succession, We All Have Succession Issues” by Steven Wasserman

Source: The Director, a publication of the National Funeral Directors Association

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The Director.edu: “Solving the Mystery of Credit Scores” by Vicki Fillet

Published on Nov. 1, 2019

Fall 2019 The Director.edu: “Solving the Mystery of Credit Scores” by Vicki Fillet

Source: The Director.edu, a publication of the National Funeral Directors Association

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September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet

Published on Sep. 12, 2019

September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet

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

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July 2019 Memorial Business Journal: “The SECURE Act: A Retirement Solution?” by Richard Konrad

Published on Jul. 29, 2019

July 2019 Memorial Business Journal: “The SECURE Act: A Retirement Solution?” by Richard Konrad

Source: Memorial Business Journal, a publication of the National Funeral Directors Association

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

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

Published on Jul. 9, 2019

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

Source: July 2019 ICCFA Magazine

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May 2019 The Director: “Charting the Course” by Vicki Fillet

Published on May 1, 2019

May 2019 The Director: “Charting the Course” by Vicki Fillet

Source: The Director, a publication of the National Funeral Directors Association

Read the Full Article Here

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

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

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

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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