• April 30, 2021

    This week, CIO Tom Weary, CFA®️, goes over the latest news on the rapidly improving economy, with consumer confidence, the labor market, and several sectors showing vast improvements. He also shares blockbuster earnings from the five mega-cap tech titans and many other companies.

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  • April 23, 2021

    In this week’s update, CIO Tom Weary, CFA®️, reviews the latest numbers on the pandemic as more Americans become eligible to get the vaccine. He also shares earnings from a number of companies, including RFA Defensive Portfolio holdings The Coca-Cola Company, Procter & Gamble, and Intel.

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  • April 16, 2021

    This week, CIO Tom Weary, CFA®️, dives into recent worries over inflation before reporting on Q1 2021 bank earnings (including Core Portfolio holding JPMorgan Chase & Co.’s record quarterly profit). He then reports on earnings from RFA portfolio holdings Taiwan Semiconductor Manufacturing, PepsiCo, UnitedHealth Group Inc., and Procter & Gamble.

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  • April 9, 2021

    This week, CIO Tom Weary, CFA®️, discusses surprising strength in the labor market as the economy continues to heal. He also notes how economic growth has been good for the financial markets before sharing earnings from RFA Core Portfolio holding Constellation Brands and RFA Defensive Portfolio holding Conagra Brands.

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