• February 26, 2021

    In this week’s update, CIO Tom Weary, CFA®️, shares encouraging news on the pandemic, the economic front, and the single-dose Johnson & Johnson vaccine. He also goes over earnings from RFA Core Portfolio holdings TJX Companies and PRA Health Sciences (as well as PRA Health Sciences’ acquisition by ICON plc) and RFA Defensive Portfolio holdings Waste Management, Leidos Holdings, and Home Depot.

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  • February 12, 2021

    This week, CIO Tom Weary, CFA®️, discusses the recent rise in speculation in various corners of the market as well as the battle between short sellers and “retail bros.” He also shares earnings from companies in the technology, industrial, and consumer sectors, including Cisco Systems, Carrier Global, and PepsiCo.

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  • February 5, 2021

    This week, CIO Tom Weary, CFA®️, kicks things off by sharing encouraging updates on the pandemic and our economy. He also discusses Amazon’s wildly impressive Q4 earnings as well as reports from Alphabet Inc. (Google), Sony Corporation, PayPal, and several healthcare companies (including three CEO shakeups). Last but not least, Tom explains RFA’s most recent purchase in its Core Portfolio: Ford Motor Company.

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