Nonprofit and Association Reserves: Are You Where You Should Be?
Key Takeaways: Finance committees at nonprofits and associations regularly ask whether their reserves are where they should be. Peer benchmarking provides a credible frame of
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.
Key Takeaways: Finance committees at nonprofits and associations regularly ask whether their reserves are where they should be. Peer benchmarking provides a credible frame of
Forecasts, Market Expectations & staying prepared As we approach a new year, the financial world is buzzing with forecasts about where the economy and markets
is your investment policy ready for 2026? As you prepare for year-end and begin shaping your organization’s investment strategy for 2026, navigating shifting economic conditions,
Nonprofits and associations use deferred compensation, namely 457(b) and 457(f) plans, to attract and retain key staff. They provide tax-deferred savings opportunities but have
Market volatility during presidential elections can create both risks and opportunities for nonprofits and associations. It’s essential to make sure your investments are not only
There are many factors that drive the performance of the markets throughout the year: corporate earnings, economic news, central bank policies, geopolitical factors among others.
What nonprofits and associations need to know about performance, fees and investment oversight Values-based investing has benefitted investors by allowing them to reflect their organization’s
Values-based investing — like socially responsible investing (SRI) and Environmental, Social, and Governance (ESG) investing — has gained significant traction in recent years, and with
With the first interest rate hike in more than nine years on the horizon revisiting some common misconceptions about fixed income is warranted. The below
Summary The Department of Labor (DOL) has issued two new regulations aimed at empowering qualified retirement plan sponsors and participants to make better decisions with