Tom is Chief Investment Officer for Facet Wealth, joining the firm in 2022. Tom comes to the firm with 23 years of experience in investment markets. Prior to coming to Facet, Tom spent 12 years with Brown Advisory, the last 9 of which were as Head of the Fixed Income department. He was also part of the firm’s CIO committee. In these roles, Tom was both a Portfolio Manager and the firm’s primary voice on macroeconomics and how that impacted various asset classes. Tom has a passion for markets and the economy. Tom graduated from Loyola University in Maryland with a degree in Economics and holds a CFA designation.
Education: Loyola University in Maryland (BA)
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Using diversification to play offense
Smaller company stocks have outperformed their larger peers by a historic degree so far in July. This episode illustrates that diversification isn’t just about risk management, but also about driving returns. Here we discuss why smaller companies are surging, what it will take for this trend to persist and how what this moment teaches us about portfolio construction.
Investor Newsletter: Buy the dip or a bursting bubble? How having a plan can make all the difference.
Welcome to the latest edition of the Facet Investor Newsletter. I’m Tom Graff, Chief Investment Officer of Facet. It was a wild week in markets
Investor Newsletter: Inflation finally falls, so is now the time to own bonds?
In this week’s investor newsletter, we cover a surprisingly soft inflation report and what that means for possible Fed rate cuts. Plus stocks surge to another all-time high despite the fact that megacap tech stocks struggled. We’ll also dive into the question of whether you should bother owning bonds at all given how poorly it has performed the last few years.
Investor Newsletter: Stocks hit new highs, the labor market cools, and tips to understand if it’s time to rebalance your portfolio
Hello, I’m Tom Graff, Facet’s Chief Investment Officer. Welcome to another edition of our Investor Newsletter. This week we’ll cover another all-time high for stocks,
Investor Newsletter: Inflation, falling AI stocks, and forecasting the future
In this week’s Investor Newsletter, we review the week that was. Nvidia and other AI-related stock drops, what does that mean for the broader market? And inflation keeps falling, is the Fed finally ready to cut rates? Plus we do a deeper dive into how Facet approaches forecasting market events.
2Q 2024 Performance Report: How Facet’s mix of ETFs fared during a tech dominated quarter
The global stock markets were dominated by artificial intelligence related companies in 2Q 2024. Excluding the impact of AI, most stocks were actually down for the quarter. How did this impact Facet’s ETF portfolios? And what about inflation? The dollar? Rising interest rates? Elections? The Federal Reserve? We cover all of this and more in our quarterly performance review.