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.
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.
SpaceX’s public-market debut has brought IPOs back into the spotlight. With OpenAI, Anthropic, and other high-profile private companies expected to go public later in the year at very high valuations, many investors are asking whether newly public companies represent unique opportunities or whether exposure through diversified portfolios is sufficient.
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.
Recent developments involving Iran have understandably raised questions about how geopolitical events may affect markets and portfolios. Learn more.
Forecasts, Market Expectations & staying prepared As we approach a new year, the financial world is buzzing with forecasts about where the economy and markets
is your investment policy ready for 2026? As you prepare for year-end and begin shaping your organization’s investment strategy for 2026, navigating shifting economic conditions,
How Federal Reserve Decisions Affect Nonprofit Investment Portfolios What Is the Federal Reserve and How Does It Affect the Economy? The Federal Reserve, established in
It’s said that the four most dangerous words to investors are “It’s different this time”. The current political, economic, and market environments sure feel different
There are many factors that drive the performance of the markets throughout the year: corporate earnings, economic news, central bank policies, geopolitical factors among others.
Raffa takes a deeper look at how a handful of technology stocks have come to dominate the US stock market and what we believe investors
