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.

October 2025 Market Commentary & Outlook

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Raffa Summer Update

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August 2025 Market Commentary & Outlook

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July 2025 Market Commentary & Outlook

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Is It Different This Time?

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June 2025 Market Commentary & Outlook

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May 2025 Market Commentary & Outlook

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April 2025 Market Commentary & Outlook

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Understanding Nonprofit 457(b) and 457(f) Plans: Use Cases, Misconceptions, and Key Considerations

Nonprofits and associations often use 457(b) and 457(f) plans to attract, retain, and reward key employees and executives. The two plans are related but serve different goals. A 457(b) plan is typically intended to supplement savings, while a 457(f) plan is usually tied to retention. Learn more about each of these plans.

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March 2025 Market Commentary & Outlook

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February 2025 Market Commentary & Outlook

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January 2025 Market Commentary & Outlook

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