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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…
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…
May 2024 Market Commentary & Outlook
May ended on a much better note than April, with both stocks and bonds rebounding nicely over the month. Domestically,…
March 2024 Market Commentary & Outlook
March kicked off with a strong jobs report followed by data showing that inflation was still sitting above the Federal…
Investment Insights: Historic Levels of Concentration in the Market
Raffa takes a deeper look at how a handful of technology stocks have come to dominate the US stock market…
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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…