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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November 2024 Market Commentary & Outlook
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November 2024 Market Commentary & Outlook

US stocks surged in November following a conclusive presidential election result with Republicans taking control of the White House and…
November 2024 Market Commentary & Outlook
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October 2024 Market Commentary & Outlook
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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…
October 2024 Market Commentary & Outlook
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September 2024 Market Commentary & Outlook
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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…
September 2024 Market Commentary & Outlook
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Checklist: Nonprofit Investment Policies to Review Before the US Presidential Election
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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…
Checklist: Nonprofit Investment Policies to Review Before the US Presidential Election
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August 2024 Market Commentary & Outlook
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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…
August 2024 Market Commentary & Outlook
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Investing Amidst the 2024 Presidential Election: What Nonprofits and Associations Need to Know
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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…
Investing Amidst the 2024 Presidential Election: What Nonprofits and Associations Need to Know
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July 2024 Market Commentary & Outlook
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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…
July 2024 Market Commentary & Outlook
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Values-Based Investing: 4 Frequently Asked Questions
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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…
Values-Based Investing: 4 Frequently Asked Questions
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June 2024 Market Commentary & Outlook
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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…
June 2024 Market Commentary & Outlook
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