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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. 

Investment Insights

Investment Insights: Historic Levels of Concentration in the Market

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March 2024 Market Commentary & Outlook

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February 2024 Market Commentary & Outlook

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January 2024 Market Commentary & Outlook

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December 2023 Market Commentary & Outlook

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Raffa Insights: 2023 Year in Review

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November 2023 Market Commentary & Outlook

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Does international equity still make sense?

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What Should Nonprofits Do With Cash in 2023?

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New Retirement Contribution Limits for 2023

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