• August 28, 2020

    In today’s vlog, CIO Tom Weary, CFA®️, shares more good news, as the S&P 500 continued setting record highs this week. He also goes over the latest on consumer confidence and jobless claims and shares earnings from RFA Defensive Portfolio holding The J.M. Smucker Company.

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  • August 14, 2020

    This week, CIO Tom Weary, CFA®️, gives an overview of RFA’s semiannual portfolio rebalance (now underway) and our Investment Committee’s underlying strategy. He also reviews the latest economic news and shares earnings reports from multiple RFA portfolio holdings, such as Sysco and Cisco.

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  • August 7, 2020

    This week, CIO Tom Weary, CFA®️, reviews the latest economic data in the labor market, manufacturing, and services. He also reports earnings from RFA portfolio holding Walt Disney Co. and several other companies.

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