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

Jason Benowitz Featured in Reuters “US STOCKS-Wall St ticks lower in choppy trading ahead of Fed minutes”

Published on Apr. 8, 2021

Jason Benowitz Featured in Retuers “US STOCKS-Wall St ticks lower in choppy trading ahead of Fed minutes”

“The Fed leadership has generally not been concerned with the recent rise in interest rates, suggesting it reflects a pickup in growth rather than inflation. Any signs of inflation is … generally expected to be transitory,” said Jason Benowitz, senior portfolio manager at the Roosevelt Investment Group in New York.

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

Published on Feb 12, 2021

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

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
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

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

December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says”

Published on Dec. 21, 2020

December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says”

Jason Benowitz, senior portfolio manager at The Roosevelt Investment Group, discusses the U.S. stimulus package and the possible market reaction.

CNBC main video page here

“Wall Street Braces for 2021 Oddity: Tech Stocks in the Back Seat” Jason Benowitz’s commentary featured in Bloomberg

Published on Dec. 15, 2020

December 2020 Jason Benowitz’s commentary featured in Bloomberg: “Wall Street Braces for 2021 Oddity: Tech Stocks in the Back Seat”

As 2021 approaches, many on Wall Street are bracing for unfamiliar territory: A year when technology companies may not be the biggest stars of the stock market.

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“Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!” Jason Benowitz’s commentary featured in Reuters

Published on Nov 30, 2020

November 2020 Jason Benowitz’s commentary featured in Retuers: “Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!”

Think Michelangelo vs Da Vinci. Muhammad Ali and Joe Frazier. Batman v Superman. Another epic rivalry is rejoined this week when Sony and Microsoft go head-to-head with the next generation of their blockbuster video-game consoles.

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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

“Crown shareholders express patience amid activist pressure for fiber sale” Jason Benowitz’s commentary featured in DealReporter

Published on Aug 26, 2020

August 2020 Jason Benowitz’s commentary featured in Dealreporter: “Crown shareholders express patience amid activist pressure fiber sale”

Source: Dealreporter, An Acuris company

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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

May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events”

Published on May 27, 2020

May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events”

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Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains”

Published on May 25, 2020

May 25, 2020: Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains”

Read the Full Article Here

Equity Markets Up, Economy Down?

Published on Apr. 24, 2020

Equity Markets Up, Economy Down?

Could the financial markets have seen the shortest bear market in history or could equity markets re-test their March 23rd lows? It appears that the stock market’s own outlook is that it has already “put in a low” based upon the dramatic rebound we’ve seen. However, this rebound is in sharp contrast to what we have observed in global and U.S. economic indicators. This is a wonderful demonstration of the stock market’s discounting mechanism and how forward-looking it tends to be. In our view, in order to explain the disconnect between the indicators and the market, it’s important to look at the progress that is being made in the war against the coronavirus.

The rapid response of fiscal and monetary policies to this crisis has been impressive and stabilizing. The Federal spending and lending programs have their flaws, but together they have started to carpet bomb the streets with money in support of consumers, small companies, investors in all types of bonds from government to high yield, and issuers of municipal bonds, not to mention targeted industries like the airlines. While it is not perfect, it does appear that the “fix is in”. As a result, equity markets have rallied sharply, and fixed income credit spreads have narrowed. For investors, it is now back to “risk on”. Don’t fight the Fed!

It appears that financial markets are starting to price the shutdown as if it may be coming to an end sooner rather than later; perhaps sooner than the many more months believed in some early forecasts. And indeed, more recent political arguments are about the pace of reopening businesses, rather than closing them down. There is some evidence, albeit still limited, that more people than widely believed may be walking around with antibodies to the virus, implying that they’ve already been infected but were asymptomatic. Regardless, coronavirus curves appear to be flattening and some states are putting target dates on re-opening in some way. There are many stories about why some hot spots may need to reopen at a much slower pace.

With the apparent progress on the virus and the turn in the financial markets, the expectation is that the economy may be on the upswing later this year. Maybe the recovery won’t look like a “V” and it’ll look more like a “U”, but we are all getting cabin fever. There could be an explosion of consumer spending and a surge of cap ex as supply chains are re-jiggered. There also could be post-crisis aftershocks, because everything won’t come back online at once. There will still be cautious approaches to gathering in public places and some consumers may have to eventually start saving more, which would reduce spending.

It is impossible to know exactly to what extent, and for how long, the pandemic will dampen economic activity, but we believe in the resilience of the American economy, and despite the potential for short-term volatility, we remain optimistic over the medium term.

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.

Watch Here

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”

Read the Full Article Here

Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout”

Published on Feb. 27, 2020

February 27, 2020: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout”

Read the Full Article Here

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”

Published on Dec. 16, 2019

December 16, 2019: 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”

Read the Full Article Here

Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck”

Published on Oct. 22, 2019

October 22, 2019: Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck”

Read the Full Article Here

Jason Benowitz, CFA appeared on CNBC

Published on Oct 11, 2019

October 11, 2019: Jason Benowitz, CFA appeared on CNBC

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July 16, 2019: Jason Benowitz, CFA appeared on CNBC

Published on Jul. 16, 2019

July 16, 2019: Jason Benowitz, CFA appeared on CNBC

Watch Here

July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings”

Published on Jul. 16, 2019

July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings”

Read the Full Article Here

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”

Published on May 23, 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”

Read the Full Article Here

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”

Published on May 3, 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”

Read the Full Article Here

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”

Published on Apr. 25, 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”

Read the Full Article Here

April 22, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Kraft Heinz hires global brand expert Patricio as CEO”

Published on Apr. 22 , 2019

April 22, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Kraft Heinz hires global brand expert Patricio as CEO”

Read the Full Article Here

Feeling unwelcome, Amazon ditches plans for New York hub

Published on Feb. 14, 2019

Feeling unwelcome, Amazon ditches plans for New York hub

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Is Apple too big to fail? Let’s hope so as failure would be catastrophic.

Published on Jan. 29, 2019

Is Apple too big to fail? Let’s hope so as failure would be catastrophic.

Read the Full Article Here

June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network

Published on Jul. 5, 2018

June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network

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Medical device maker Stryker says not in talks to buy Boston Scientific

Published on Jun. 13, 2018

June 13, 2018: Jason Benowitz, CFA was quoted in the Reuters article, “Medical device maker Stryker says not in talks to buy Boston Scientific”

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Best Buy online growth slows, overshadowing strong earnings

Published on May 24, 2018

May 24, 2018: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy online growth slows, overshadowing strong earnings”

Read the Full Article Here
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