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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Email soni@raffawealth.com

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

RWM Insights

Tariffs Revisited

Over the weekend, President Trump announced his plans to increase tariffs on $200 billion dollars of goods from China and new tariffs on $325 billion of imports that were previously untaxed.

Tariffs RevisitedRead more

Replacement Rates

One of the biggest questions on the mind of employees when planning for retirement is: How much should I have saved before I retire?

Replacement RatesRead more

Dark Days Ahead? Yield Curve Inversion as a Recession Predictor

For the first time since 2007, shorter-term yields on U.S. Treasury securities are higher than some of their longer-term counterparts, a phenomenon referred to as an inverted yield curve.

Dark Days Ahead? Yield Curve Inversion as a Recession PredictorRead more

Upcoming Events

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