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.
Get your questions answered today
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
Higher Education Savings
Certain educational savings programs can offer tax benefits when saving for education. Before beginning to save, a benefactor must ask themselves, can I afford to invest in someone else’s education? And how can I save?
Is this Bull too Old?
The bull market reached a record in August becoming the longest running US bull market in history. Stocks have risen more than 300% since early March 2009 without seeing a decline of 20%. The stretch surpasses the previous longest ever bull market that ended in March 2000 with the technology bubble.
Raffa Wealth Management’s Summer
This summer has been eventful here at Raffa Wealth Management, both in and out of the office. As summer wraps up, we wanted to share some of the highlights from each of our summer’s. There was a lot of beach time for everyone, and we seem to have favored the Northeastern beaches!
Challenges, opportunities and solutions based on client interactions
Join RWM for one of our upcoming education seminars.
- 2018 Study On Nonprofit Investing (SONI) Results & Analysis- Presentation
September 27 @ 9:00 am
- Creating and Evaluating your Nonprofit’s Investment Program- Presentation
October 10 @ 12:00 pm
- 2018 Study On Nonprofit Investing (SONI) Results for Retirement Plans- Presentation
October 25 @ 9:00 am
- ASAE Associations @ Work Conference