• March 26, 2021

    This week, CIO Tom Weary, CFA®️, reflects on the past year in the stock market as we hit the one-year anniversary of the pandemic low on Tuesday. He also shares the latest statistics on new and existing home sales, as well as durable goods orders. He then explains RFA’s latest Core Portfolio trade, swapping Valero Energy for Canadian Solar.

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  • March 19, 2021

    In this Weekly Market Update, President Frank Reilly makes a quick appearance to share a special St. Patrick’s Day message. Thereafter, CIO Tom Weary, CFA®️, discusses recent economic news before sharing earnings from RFA portfolio holdings Accenture and Nike and detailing a recent trade in RFA’s Core Portfolio.

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  • March 12, 2021

    This week, CIO Tom Weary, CFA®️, shares positive news on total fourth-quarter and full-year earnings. He also touches on the American Rescue Plan, recently signed into law, before discussing a few possible reasons to remain cautious, including rising interest rates and an oversupply of publicly traded companies. Finally, Tom shares the latest earnings from RFA Defensive Portfolio holding Oracle Corporation.

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  • March 5, 2021

    In this week’s update, CIO Tom Weary, CFA®️, discusses the spike in consumer spending and savings due to January’s government stimulus checks. He also provides updates on the manufacturing and service sectors before going over rising interest rates, fears of looming inflation, and news on the labor market. Lastly, Tom shares earnings reports from Target Corporation, Dentsply Sirona, Ross Stores, and Broadcom Inc. as well as news on an upcoming rebalance for RFA portfolios.

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