• June 26, 2020

    This week, CIO Tom Weary, CFA®️, explains the RFA Investment Committee’s decision to sell both Disney and Berkshire Hathaway and buy Taiwan Semiconductor Manufacturing Company. Plus, the United States’ progress in controlling coronavirus (COVID-19), economic updates, and earnings reports from Accenture and Nike.

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  • June 19, 2020

    This week, CIO Tom Weary, CFA®️, shares news from the Fed as well as economic reports in the retail, housing, and labor markets. He also covers the most recent earnings report from RFA defensive portfolio holding Oracle and discusses increased concerns surrounding the battle against coronavirus (COVID-19).

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  • June 12, 2020

    This week, CIO Tom Weary, CFA®️, discusses the budget deficit, interest rates, and the Fed’s recent two-day meeting. He also gives his thoughts on the Nasdaq hitting 10,000 this week and what it’s likely to mean for the stock market in the near term.

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  • June 5, 2020

    This week, CIO Tom Weary, CFA®️, shares his thoughts on current civil unrest amid the continuing pandemic. He also shares good news in the labor market and discusses a recent swap in the RFA core portfolio.

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