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. 

January 2025 Market Commentary & Outlook

December 2024 Market Commentary & Outlook

November 2024 Market Commentary & Outlook

October 2024 Market Commentary & Outlook

September 2024 Market Commentary & Outlook

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

August 2024 Market Commentary & Outlook

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

July 2024 Market Commentary & Outlook

Values-Based Investing: 4 Frequently Asked Questions