Roosevelt Investments
It doesn’t matter where you are on the death care employment scale — whether being a supplier, a funeral home owner, an employee, or even a retired person from the profession, virtually everybody has a retirement account and wants to be informed enough to make the proper decisions for its growth. We are fortunate to…
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Roosevelt Investments, a wealth management firm with 50 years of experience working with funeral and cemetery professionals, will host its next live video call on Thursday, October 14, beginning at 12 Noon Eastern Time. The topic will be “Short-Term Turbulence but Medium-Term Optimism: Our Thoughts Into Year End” John Roscoe, CFA, Chief Investment Officer, and…
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As we move into August 2021, Funeral Director Daily wants to welcome Roosevelt Investments as our newest sponsor. Our sponsors help finance our technology, security, and delivery system which allows for readers to receive Funeral Director Daily at no charge. Roosevelt Investments is a full service New York City investment firm whose roots date back…
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As we head into the weekend I’m clearing off my desk and have some information from some of our favorite friends at Clifton Larson Allen, Roosevelt Investments, and the National Funeral Directors Association that may be of interest to you. In addition, I’m throwing a couple of articles out there that are not necessarily death…
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I’m not a bah, humbug type of guy. . . .I actually love the holidays. . .all of them. However, shopping for a Christmas tree, dragging it home, and getting it set up is not one of my favorite things to do. I should be grateful because Angie does all the hard work like decorating…
Read MoreToday’s afternoon edition tells of a Dayton, Ohio, decision by a judge that overturns a variance needed to operate a crematory. Funeral Director Daily will also give you news of a large funeral home acquisition of six Ohio mortuaries. Finally, we’ve got some other stories and a listing of some of the events for learning…
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