• September 25, 2020

    This week, CIO Tom Weary, CFA®️, discusses continued struggles for the economy amid another rise in COVID-19 cases and goes over the latest figures in jobless claims and the housing market. He also reports earnings from RFA Core and Defensive Portfolio holding Nike Inc., which came in far above expectations, as well as RFA Core Portfolio holding Accenture.

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  • September 18, 2020

    In this week’s update, CIO Tom Weary, CFA®️, discusses the S&P 500’s record-breaking recovery from this spring’s bear market. He also explains how the second phase of economic recovery may differ from the first. Plus, an announcement from the Federal Reserve’s last meeting before the upcoming election.

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  • September 11, 2020

    This week, CIO Tom Weary, CFA®️, discusses the volatility that has reappeared in the stock market as well as stalling recovery in the labor market. He also shares earnings from RFA Defensive Portfolio holding Oracle Corporation and gives an overview of the latest addition to RFA’s Core Portfolio: Sony Corporation.

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  • September 4, 2020

    In today’s vlog, CIO Tom Weary, CFA®️, covers the latest in the stock market and tech’s end-of-week stumble before discussing how RFA balances risk within our portfolios. He also gives encouraging updates on the economy and shares earnings on RFA Defensive Portfolio holding Broadcom Inc

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