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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May 2026 Market Commentary & Outlook

U.S. stocks posted another month of solid gains in May, supported by continued strength in technology and artificial intelligence related sectors, better than expected corporate earnings, and optimism surrounding further geopolitical de-escalation in the Middle East. Inflation, however, remained a key concern.
Nonprofit investment committee meeting in conference room and discussing investment report and investment benchmarks

Is Your Investment Benchmark Doing Its Job? A Guide for Nonprofits and Associations

Choosing investment benchmarks, and reviewing performance against them consistently, is central to how a finance committee exercises fiduciary oversight of its reserves. This article covers what a benchmark is, how to identify one that fits your portfolio, examples of commonly used benchmarks, and how to monitor performance over time.
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April 2026 Market Commentary & Outlook

Economic data remained generally resilient, while inflation moved modestly higher in March, with energy prices contributing to renewed price pressures amid disruptions to shipping through the Strait of Hormuz. Learn more about how stocks and bonds performed through April and what we are watching as we move forward.
OCIO talking to member of nonprofit finance committee and reviewing a report on a tablet

What Is an OCIO? Discretionary vs. Non-Discretionary Investment Management for Nonprofits

The distinction between discretionary (OCIO) and non-discretionary investment management comes down to who has authority to act. Both approaches can be appropriate in different circumstances. The key is understanding how each structure affects decision-making over time. Learn more.
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March 2026 Market Commentary & Outlook

March was a volatile month for markets, as the war in Iran intensified early in the month and had ripple effects across global markets. Learn more.
Nonprofit volunteers putting their hands in the middle symbolizing teamwork

What the Middle East Conflict Means for Your Nonprofit’s Financial Strategy

The biggest challenge for charitable nonprofits in the current volatile economy is not just that funding may decline, but that it is becoming harder to predict. Read more.
Image of Audience at Conference Representing Association Financial Strategy During Iran Conflict

What the Middle East Conflict Means for Your Association’s Financial Strategy

The impact of the Middle East conflict is already showing up in association budgets, board conversations, and finance committee agendas. Read more.
Map of Iran Representing Article on War in Iran and Its Impact on Markets

Geopolitical Conflict & Market Resilience

Recent developments involving Iran have understandably raised questions about how geopolitical events may affect markets and portfolios. Learn more.
Nonprofit and association investment committee reviewing financials

Nonprofit and Association Reserves: Are You Where You Should Be?

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February 2026 Market Commentary & Outlook

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January 2026 Market Commentary & Outlook

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Market Predictions for 2026