Reilly Financial Advisors

Do you want to start saving for your child's college education, but don't know where to start?

In this week's market update, 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. Watch now! https://www.rfadvisors.com/resources/vlog/

We are seeking a Securities Trader to grow with our firm! For more information, and to apply, visit our careers page at rfawealth.com/careers

In this week's update, 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. Watch now! https://www.rfadvisors.com/resources/vlog

This week, CIO Tom Weary, CFA, starts things off by sharing Target Corporation's recently announced dividend hike. He also covers the stock marketwhich recently hit record highsas 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. Watch our weekly market update now! https://www.rfadvisors.com/resources/vlog

RFA is currently seeking a Client Service Representative to provide superior service to high-net-worth clients worldwide. For more information, and to apply, visit our careers page at rfawealth.com/careers

RFA is pleased to announce that our Director of Retirement Services, Damian Dufour, CRPS, has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. Congratulations Damian! https://www.rfadvisors.com/financial-times-401-top-retirem/

#EmployeeSpotlight: Meet Jason Watters, MBA, Alternative Investment Analyst. "As RFA's Alternative Investment Analyst, I oversee RFA’s non-traded portfolio allocations. I provide ongoing due diligence for currently held hedge, private equity, and private market funds and maintain open dialogue with fund managers to ensure all objectives are being met. I am also responsible for screening and analyzing new alternative funds before presenting them to the Investment Committee for consideration. I am a native San Diegan and love to do anything outdoors. I am a PADI-certified dive master and enjoy teaching and leading scuba diving courses in local waters, as I am passionate about ocean conservation. I also enjoy traveling to experience new cultures whenever possible and spending time with my young daughter and large family."

Third quarter earnings season kicks off strong! In this week's update, CIO Tom Weary, CFA, discusses the upcoming election and how it may impact the stock market. He also gives an update on the coronavirus pandemic as COVID-19 vaccine trials stall and the virus picks up steam heading into flu season. Additionally, he reports on earnings from RFA holdings JPMorgan Chase, Bank of America, First Republic Bank, and Johnson & Johnson. Watch now! https://www.rfadvisors.com/resources/vlog/

RFA President Frank Reilly was pleased to partner with Barron's in Education on yesterday's live webinar, Career Development & What Employers Are Looking For, helping students and faculty at more than 93 participating universities nationwide. Special thanks go to fellow contributors, Diadra Wilson, Damian Smith, and Joe Lanza. #Barrons

#EmployeeSpotlight: Meet our newest Senior Wealth Advisor, Andrew Ferrette, MSBA, CFP. "As a Senior Wealth Advisor, I work closely with new and existing clients to develop and implement financial plans based on their individual goals. I serve as their main point of contact, resource for financial decisions, and trusted advisor. I am passionate about providing superior service, clarity, and client-focused solutions to help individuals achieve their financial goals. In my free time I enjoy spending time with my wife, son, friends, and family. I also love watching sports (especially the San Diego Padres), playing golf, cooking, traveling, and being a lifelong learner."

Want to learn more about the team who manages your accounts? Check out RFA's updated "Our Team" page on our new website! https://rfadvisors.com/about

In this update, CIO Tom Weary, CFA, discusses the political headlines that caused major volatility in the stock market this week. He also goes over updates on the job market and economic growth. Watch the weekly market update now! https://rfadvisors.com/resources/vlog/

Our September 2020 Economic Month in Review, written by our Chief Economist, Dr. Dan Seiver, is out now! https://www.rfadvisors.com//s/2/2020/10/September-2020.pdf

We are so excited to announce the official unveiling of our new and improved website, RFAdvisors.com! Along with an updated design, we have many new features to help you get to know more about RFA and what we do. Be sure to check it out!

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. Watch our Weekly Market Update now! https://www.rfadvisors.com/resources/vlog/

Are you in the Financial Services sales world and tired of running the hamster wheel with constantly changing asset goals and cold-calling? RFA is hiring for a Relationship Manager! For more information and to apply, please visit http://RFAwealth.com/Careers.

Are you a CFP Professional who loves managing client relationships and assisting clients in both defining and achieving their financial goals? RFA is currently hiring for a Senior Wealth Advisor in our Newport Beach office! Please visit https://www.rfawealth.com/careers for more information.

In this week's market 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. Watch now! https://www.rfadvisors.com/resources/vlog/