Reilly Financial Advisors

01/19/2022

We are thrilled to be joining Creative Planning! Creative Planning continues to set high standards for for both clients and employees. We remain committed to cultivating an environment where clients come first and employees genuinely enjoy their careers.

Welcome, Reilly Financial Advisors to Creative Planning!

“Reilly’s strong company values, philanthropic efforts, and commitment to their clients were three of the main reasons why we were drawn to them as business partners,” said Creative Planning CEO Peter Mallouk. https://bit.ly/3Kn0POP

12/30/2021

In today's Weekly Market Update, CIO Tom Weary, CFA®, reviews economic performance from the past year and identifies potential headwinds for 2022. Watch now! rfadvisors.com/vlog

12/17/2021

Watch our latest Weekly Market Update! This week, Director – Financial Planning Gabe Adams, CFP®, MSPFP, reviews stock and bond performance, covers the latest inflation news, and provides several updates from the most recent meeting of the Fed.
rfadvisors.com/vlog

12/03/2021

In today's Weekly Market Update, CIO Tom Weary, CFA®️, discusses the new Omicron variant of the coronavirus and its effect on the economy. He also covers the latest numbers in inflation, manufacturing, and the November Jobs Report. Watch now! https://www.rfadvisors.com/vlog/

11/19/2021

Watch our latest Weekly Market Update! RFA CIO Tom Weary, CFA®, discusses October's rise in retail sales before reporting on Q3 earnings for Target, Home Depot, and TJX. He also shares the logic behind current trades in RFA's Core Portfolio. rfadvisors.com/vlog

11/12/2021

In this week's market update, RFA CIO Tom Weary, CFA®, discusses the recent uptick in inflation and its effect on real wages. He also shares Q3 earnings from PayPal and The Walt Disney Company, among others. Watch now! rfadvisors.com/vlog

11/05/2021

Watch our latest Weekly Market Update! CIO Tom Weary, CFA®, shares news from Wednesday's meeting of the Federal Reserve before covering October's Jobs Report, recent upticks in services and manufacturing, and Q3 earnings from several RFA holdings. rfadvisors.com/vlog

10/29/2021

Watch RFA’s CIO Tom Weary, CFA®, cover earning reports from all five Mega-Cap Tech Titans, third-quarter economic growth, and October inflation data. http://rfadvisors.com/vlog

10/28/2021

: Meet one of our Senior Wealth Advisors, Ryan Munroe, CFP®, CIMA®, CDC®.

"As a Senior Wealth Advisor, I work closely with new and existing clients as their main point of contact and trusted advisor. My primary objective is to develop a meaningful relationship with each and every client so that I can better understand their goals and how I can best help them realize and protect what is most important to them. When not working, I love spending time outside. I enjoy hiking, biking, and snowboarding."

10/23/2021

In our latest Weekly Market Update, RFA’s Director – Financial Planning, Gabe Adams, CFP®️, MSPFP, covers September inflation data and the most recent meeting of the Federal Reserve before sharing earnings reports from Nike, PepsiCo, and more. Watch now! https://rfadvisors.com/vlog

10/15/2021

Watch RFA's Director – Financial Planning, Gabe Adams, CFP®, MSPFP, explain sequence of return risk and how the order in which you receive your investment returns—especially in retirement—can affect your plan. https://www.rfadvisors.com/resources/vlog/

10/01/2021

In this installment of Financial Planning Strategies, RFA's Director – Financial Planning, Gabe Adams, CFP®, MSPFP, discusses Social Security, including how the program is funded, its current state, and how you could potentially be impacted. Watch now! www.rfadvisors.com/resources/vlog/