Our mission is to empower investors to make better informed decisions. Our approach involves streamlining the portfolio management process to help clients achieve their financial goals.
We promote the idea “Investors Deserve to Know” as a way to highlight the need for transparency, clarity, and accountability in the investing process. We believe that you should be absolutely certain about the fees you’re paying and the value you’re receiving. Whether it’s strengthening an investment policy, clarifying retirement possibilities, or advocating in the best interest of your organization and staff, we’re here to help. When the investing process is streamlined and clear, you are able to make informed decisions and focus on what matters most.
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The Study on Nonprofit Investing (SONI)
Launched in 2012, the annual Study on Nonprofit Investing (SONI) seeks to meet the need for timely, relevant, actionable data about how nonprofits invest their reserves and how their investments perform.
Now is your chance to answer the question—Are my organization’s investment reserves “normal”?
Nonprofits Deserve to Know
Diversification Still Makes Sense
While in 2018 US stocks have well outpaced international stocks, that is not always the case. Just last year international stocks outpaced US stocks by 6.4% and so far in the fourth quarter emerging markets have topped the US by 1.8%.
2019 IRS Updates
Each year the Internal Revenue Service (IRS) releases any new adjustments to retirement plan policies for the upcoming year. In November the changes for the 2019 calendar year were released. Highlights include: A Cost of Living increase for the contribution limits on employer retirement plans, 401(k)s, 403(b)s, 457 plans and TSPs, from $18,500 to $19,000
Prioritizing Savings Goals
Before even beginning to create an effective budget, you need to understand what you are saving towards. Read on to learn more about setting savings goals and prioritizing them.
Challenges, opportunities and solutions based on client interactions
Join RWM for one of our upcoming education seminars.
- Reviewing Your Organization’s Investment Plan – Presentation
January 9, 2019 @ 12:00 pm
- Objectively Evaluating Your Retirement Plan – Presentation
January 29, 2019 @ 12:00 pm