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- February 2024 | Equity Commentary March 20, 2024
- January 2024 | Equity Commentary February 22, 2024
- December 2023 | Equity Commentary January 12, 2024
- November 2023 | Equity Commentary December 20, 2023
- October 2023 | Equity Commentary November 14, 2023
- Third Quarter 2023 | Fixed Income Commentary October 24, 2023
- September 2023 | Equity Commentary October 11, 2023
- August 2023 | Equity Commentary September 21, 2023
- July 2023 | Equity Commentary August 16, 2023
- Second Quarter 2023 | Fixed Income Commentary July 27, 2023
- June 2023 | Equity Commentary July 11, 2023
- May 2023 | Equity Commentary June 13, 2023
- April 2023 | Equity Commentary May 12, 2023
- Banking Crisis, 2023 Edition: New Risks, But Important Offsets | Quarterly Conference Call April 26, 2023
- First Quarter 2023 | Fixed Income Commentary April 18, 2023
- March 2023 | Equity Commentary April 11, 2023
- March Madness: Part Two – Bracket Busters March 21, 2023
- February 2023 | Equity Commentary March 16, 2023
- March Madness March 13, 2023
- Jason Benowitz Featured on TD Ameritrade Network “PYPL, UHAL/B: Finding “Recession Resistant” Stocks” March 8, 2023
- January 2023 | Equity Commentary February 15, 2023
- 2023 Outlook | Quarterly Conference Call February 3, 2023
- December 2022 | Fixed Income Commentary January 27, 2023
- December 2022 | Equity Commentary January 12, 2023
- November 2022 | Equity Commentary December 13, 2022
- October 2022 | Equity Commentary November 8, 2022
- U.S. banks’ key performance metric set to turn around in second half September 15, 2022
- PayPal shares jump on Elliott’s $2 bln stake, annual profit guidance raise August 3, 2022
- Analysis: Amazon has a Prime edge over Walmart: richer customers August 1, 2022
- Nasdaq Win Streak Is Fueled by Tech Losers Turning Into Winners July 11, 2022
- Best Buy earnings expected to fan inflation gloom gripping America’s retailers May 24, 2022
- Best Buy sees bigger drop in annual sales on inflation hit May 24, 2022
- Tech Goes From Haven to Hazard as Investors Fear Recession April 7, 2022
- Megacap Tech Stocks Still Have Lots of Fans After Historic Run January 5, 2022
- Walmart veteran Biggs to step down as CFO next year December 1, 2021
- Here Are The Winners of Metaverse Buzz November 18, 2021
- Musk sells nearly $7 bln worth of Tesla shares this week November 15, 2021
- Micron Earnings to Shed Light on Rare Weak Spot in Chip Stocks November 4, 2021
- Walmart’s Flipkart raises fresh funds for $38 billion valuation as IPO looms July 12, 2021
- Corporate Buybacks Gain Steam With Banks Poised to Boost Buying July 6, 2021
- Jason Benowitz Featured in Reuters “US STOCKS-Wall St ticks lower in choppy trading ahead of Fed minutes” April 8, 2021
- Jason Benowitz Featured in TD Ameritrade Network “On the State of the Economic Recovery” February 12, 2021
- Reddit Mania Overshadows Outstanding Earnings Season for Tech February 6, 2021
- December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says” December 21, 2020
- “Wall Street Braces for 2021 Oddity: Tech Stocks in the Back Seat” Jason Benowitz’s commentary featured in Bloomberg December 15, 2020
- After a Challenging Year, It’s Time to Prepare for 2021 December 8, 2020
- “Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!” Jason Benowitz’s commentary featured in Reuters November 30, 2020
- Weighing the Impact of a Historic U.S. Presidential Election October 1, 2020
- “Crown shareholders express patience amid activist pressure for fiber sale” Jason Benowitz’s commentary featured in DealReporter August 26, 2020
- The 2020 Retirees’ Dilemma: Low Yields, Low Income August 19, 2020
- May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events” May 27, 2020
- Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains” May 25, 2020
- Financial Planning Opportunities in Times of Market Upheaval March 31, 2020
- Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout” February 27, 2020
- 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” December 16, 2019
- Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck” October 22, 2019
- Jason Benowitz, CFA appeared on CNBC October 11, 2019
- September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet September 12, 2019
- August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments July 22, 2019
- July 16, 2019: Jason Benowitz, CFA appeared on CNBC July 16, 2019
- July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings” July 16, 2019
- Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation July 9, 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” May 23, 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” May 3, 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” April 25, 2019
- April 22, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Kraft Heinz hires global brand expert Patricio as CEO” April 22, 2019
- March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies March 19, 2019
- Feeling unwelcome, Amazon ditches plans for New York hub February 14, 2019
- Is Apple too big to fail? Let’s hope so as failure would be catastrophic. January 29, 2019
- October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning October 10, 2018
- June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network July 5, 2018
- Medical device maker Stryker says not in talks to buy Boston Scientific June 13, 2018
- Best Buy online growth slows, overshadowing strong earnings May 24, 2018
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- February 2024 | Equity Commentary March 20, 2024
- January 2024 | Equity Commentary February 22, 2024
- December 2023 | Equity Commentary January 12, 2024
- November 2023 | Equity Commentary December 20, 2023
- October 2023 | Equity Commentary November 14, 2023
- Third Quarter 2023 | Fixed Income Commentary October 24, 2023
- September 2023 | Equity Commentary October 11, 2023
- August 2023 | Equity Commentary September 21, 2023
- July 2023 | Equity Commentary August 16, 2023
- Second Quarter 2023 | Fixed Income Commentary July 27, 2023
- June 2023 | Equity Commentary July 11, 2023
- May 2023 | Equity Commentary June 13, 2023
- April 2023 | Equity Commentary May 12, 2023
- Banking Crisis, 2023 Edition: New Risks, But Important Offsets | Quarterly Conference Call April 26, 2023
- First Quarter 2023 | Fixed Income Commentary April 18, 2023
- March 2023 | Equity Commentary April 11, 2023
- March Madness: Part Two – Bracket Busters March 21, 2023
- February 2023 | Equity Commentary March 16, 2023
- March Madness March 13, 2023
- January 2023 | Equity Commentary February 15, 2023
- 2023 Outlook | Quarterly Conference Call February 3, 2023
- December 2022 | Fixed Income Commentary January 27, 2023
- December 2022 | Equity Commentary January 12, 2023
- November 2022 | Equity Commentary December 13, 2022
- October 2022 | Equity Commentary November 8, 2022
Load More
- Jason Benowitz Featured on TD Ameritrade Network “PYPL, UHAL/B: Finding “Recession Resistant” Stocks” March 8, 2023
- U.S. banks’ key performance metric set to turn around in second half September 15, 2022
- PayPal shares jump on Elliott’s $2 bln stake, annual profit guidance raise August 3, 2022
- Analysis: Amazon has a Prime edge over Walmart: richer customers August 1, 2022
- Nasdaq Win Streak Is Fueled by Tech Losers Turning Into Winners July 11, 2022
- Best Buy earnings expected to fan inflation gloom gripping America’s retailers May 24, 2022
- Best Buy sees bigger drop in annual sales on inflation hit May 24, 2022
- Tech Goes From Haven to Hazard as Investors Fear Recession April 7, 2022
- Megacap Tech Stocks Still Have Lots of Fans After Historic Run January 5, 2022
- Walmart veteran Biggs to step down as CFO next year December 1, 2021
- Here Are The Winners of Metaverse Buzz November 18, 2021
- Musk sells nearly $7 bln worth of Tesla shares this week November 15, 2021
- Micron Earnings to Shed Light on Rare Weak Spot in Chip Stocks November 4, 2021
- Walmart’s Flipkart raises fresh funds for $38 billion valuation as IPO looms July 12, 2021
- Corporate Buybacks Gain Steam With Banks Poised to Boost Buying July 6, 2021
- Jason Benowitz Featured in Reuters “US STOCKS-Wall St ticks lower in choppy trading ahead of Fed minutes” April 8, 2021
- Jason Benowitz Featured in TD Ameritrade Network “On the State of the Economic Recovery” February 12, 2021
- Reddit Mania Overshadows Outstanding Earnings Season for Tech February 6, 2021
- December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says” December 21, 2020
- “Wall Street Braces for 2021 Oddity: Tech Stocks in the Back Seat” Jason Benowitz’s commentary featured in Bloomberg December 15, 2020
- “Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!” Jason Benowitz’s commentary featured in Reuters November 30, 2020
- “Crown shareholders express patience amid activist pressure for fiber sale” Jason Benowitz’s commentary featured in DealReporter August 26, 2020
- May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events” May 27, 2020
- Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains” May 25, 2020
- Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout” February 27, 2020
- 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” December 16, 2019
- Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck” October 22, 2019
- Jason Benowitz, CFA appeared on CNBC October 11, 2019
- August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments July 22, 2019
- July 16, 2019: Jason Benowitz, CFA appeared on CNBC July 16, 2019
- July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings” July 16, 2019
- Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation July 9, 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” May 23, 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” May 3, 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” April 25, 2019
- April 22, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Kraft Heinz hires global brand expert Patricio as CEO” April 22, 2019
- March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies March 19, 2019
- Feeling unwelcome, Amazon ditches plans for New York hub February 14, 2019
- Is Apple too big to fail? Let’s hope so as failure would be catastrophic. January 29, 2019
- October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning October 10, 2018
- June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network July 5, 2018
- Medical device maker Stryker says not in talks to buy Boston Scientific June 13, 2018
- Best Buy online growth slows, overshadowing strong earnings May 24, 2018
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- Guide to Calculating Your Net WorthDownload Now January 21, 2021
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