• June 25, 2021

    This week, CIO Tom Weary, CFA®️, reports a new high for the S&P 500 and discusses the booming housing market, with U.S. home sales seeing their highest annual increase in more than two decades. He then goes over economic data, including household spending and personal income, before sharing estimate-beating earnings from RFA Core Portfolio holding Accenture and RFA Core and Defensive Portfolio holding Nike.

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  • June 18, 2021

    This week, CIO Tom Weary, CFA®️, starts off by reporting several major pandemic milestones. He then shares signs of continuing recovery in the economy and key takeaways from this week’s Federal Reserve meeting before discussing strong earnings from RFA Defensive Portfolio holding Oracle Corporation.

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  • June 11, 2021

    This week, CIO Tom Weary, CFA®️, starts things off by sharing Target Corporation’s recently announced dividend hike. He also covers the stock market—which recently hit record highs—as well as investor predictions for the months ahead. Tom then discusses this week’s big headline regarding inflation (as measured by the CPI) before closing with updates on the labor market.

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  • June 4, 2021

    This week, CIO Tom Weary, CFA®️, gives encouraging updates on the pandemic and the economy. He also discusses AMC Entertainment and other “meme stocks” before sharing earnings from RFA Defensive Portfolio holding The J.M. Smucker Company.

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