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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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January 2025 Market Commentary & Outlook

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December 2024 Market Commentary & Outlook

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November 2024 Market Commentary & Outlook

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October 2024 Market Commentary & Outlook

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September 2024 Market Commentary & Outlook

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

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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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July 2024 Market Commentary & Outlook

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Values-Based Investing: 4 Frequently Asked Questions

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June 2024 Market Commentary & Outlook

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5 Steps to Evaluate if Values-Based Investing is Right for Your Nonprofit or Association

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