Rosevest Media

Educational Library

Life can be complicated, but your advisors explanations to your questions shouldn’t be. Let us guide you to a higher understanding of complex terms and situations from the simplest of perspectives.

Rosevest Financial | The List TV | The Art of Investing to Save | Jake Guttman, FSCP®

Study Guide for Stronger Financial Literacy

Wine Wednesday

Join us with a glass of wine in hand as our Founder, Jake Guttman, FSCP, brings you up to speed with recent events in the financial world from the comfort of your own home.

Wine Wednesday Economic Update – June 2022

Wine Wednesday Economic Update – May 2022


Estate Planning

Managing Wealth: Estate Planning Tips

The stock market is tough to keep track of on your own. It can be hard to read, difficult to understand, and, sometimes, downright finicky. It’s why investors are encouraged …


Take a deep breath. Stagflation Isn’t New.

CNN’s been talking about it. So has MSNBC, Fox, The New York Times, The Wall Street Journal, and just about every other media outlet that exists.  Stagflation seems to be …

Press Releases

Understanding Inflation and Investments

During inflationary periods it can be daunting to those looking to set up or maintain investment or retirement accounts. With Rosevest, managing your investments doesn’t need to be complicated. It’s …

jake guttman and joel coen

Jake Guttman With Rosevest Financial and Joel Coen with TruNorth Advisors

Rosevest Financial provides exquisite, fiduciary first financial advisory services with an emphasis on listening to your personal needs. We offer intentional solutions for individuals and families who value the professional management …