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INVESTMENT INSIGHTS AND TOOLS

The latest thoughts on investment strategy and the markets, plus tools and templates from Raffa's portfolio management team to empower nonprofits and associations to make better informed investment decisions.

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October 2024 Market Commentary & Outlook

A five-month streak of strong gains in the US stock market came to an end in October as stocks declined…

September 2024 Market Commentary & Outlook

A very strong third quarter came to a close in the wake of the Federal Reserve (Fed) lowering interest rates…

Checklist: Nonprofit Investment Policies to Review Before the US Presidential Election

Market volatility during presidential elections can create both risks and opportunities for nonprofits and associations. It’s essential to make sure…

August 2024 Market Commentary & Outlook

Overall, both stocks and bonds performed well in August and have performed well so far this year. As we head…

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Investing Amidst the 2024 Presidential Election: What Nonprofits and Associations Need to Know

There are many factors that drive the performance of the markets throughout the year: corporate earnings, economic news, central bank…

July 2024 Market Commentary & Outlook

The third quarter is underway and commenced with fixed income having a stellar month on the expectation that the Federal…

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Values-Based Investing: 4 Frequently Asked Questions

What nonprofits and associations need to know about performance, fees and investment oversight Values-based investing has benefitted investors by allowing…

June 2024 Market Commentary & Outlook

The second quarter came to a close with US stocks continuing their positive run and gaining over the month despite…

5 Steps to Evaluate if Values-Based Investing is Right for Your Nonprofit or Association

Values-based investing — like socially responsible investing (SRI) and Environmental, Social, and Governance (ESG) investing — has gained significant traction…

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