• May 28, 2021

    This week, CIO Tom Weary, CFA®️, gives quick updates on the pandemic, the stock market, and the economy before reporting on recent troubles for the oil industry.

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  • May 21, 2021

    This week, CIO Tom Weary, CFA®️, explores whether there is any validity to the old saying “sell in May and go away” by reviewing historical data. He then shares impressive earnings reports from RFA Core and Defensive portfolio holding Target Corporation, RFA Defensive portfolio holdings The Home Depot and Cisco Systems, and more.

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  • May 14, 2021

    In this week’s update, CIO Tom Weary, CFA®️, discusses continued worries over inflation after an unexpectedly large jump in April’s Consumer Price Index (CPI). He also shares earnings from The Walt Disney Company, Alibaba Group, Air Products & Chemicals, and more.

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  • May 7, 2021

    This week, CIO Tom Weary, CFA®️, discusses the economy’s increasing signs of recovery, despite recent setbacks in manufacturing and the labor market. He also shares earnings from RFA Core Portfolio holding PayPal, RFA Core and Defensive Portfolio holding Prudential Financial, and RFA Defensive Portfolio holding Sempra Energy, among others.

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