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 info@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

How Much Income Do You Need in Retirement?

Deciding how much of your pre-retirement income is needed to sustain your current lifestyle during retirement can help you prepare for a better retirement outcome. Planning for your new sources of income and differing expenses in retirement is key. This month, Dimensional Fund Advisors explains replacement rates, how they change with increased income, and how

How Much Income Do You Need in Retirement?Read more

How Much Income Do You Need in Retirement?Read more

Common Misconceptions with Bonds

With the 10 year Treasury yield hitting 3% in April during a steady increase in interest rates to start 2018, we believe taking a look at several common misconceptions investors have with fixed income would be helpful.

Common Misconceptions with BondsRead more

Save Now, Coffee Later

It’s hard to believe that skipping Starbucks twice a week can help you save for retirement, but that could be all it takes to make a big difference.

Save Now, Coffee LaterRead more