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.

Other Previous Videos

  • 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 […]

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  • July 31, 2020

    This week, CIO Tom Weary, CFA®️, reports earnings from big names like Apple, Facebook, Alphabet (Google), and Amazon. He also gives an update on the economic recovery and the United States’ […]

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  • July 24, 2020

    This week, CIO Tom Weary, CFA®️, reports earnings from an array of companies in technology (including Microsoft), healthcare, consumer staples, and defense. He also shares updates on the housing and […]

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