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
Yield Curve Inversion – A Closer Look
Last week we saw the yield curve invert once again in 2019, with yields on the 10-year treasury note dipping below those of the 2-year note.
Maintaining Targets in Retirement
Retirement Planning can be thought of as two distinct phases, the accumulation phase, and the spend-down phase.
Introducing Charles Schwab
For this month’s blog, we’re introducing Raffa Wealth Management’s preferred custodian, Charles Schwab.
Challenges, opportunities and solutions based on client interactions
Join RWM for one of our upcoming education seminars.
- Retirement Plan Due Diligence
September 11 @ 12:00 pm
- How Much Should My Nonprofit Target for Reserves?
October 17 @ 12:00 pm
- Creating and Evaluating your Nonprofit’s Investment Program- Presentation
October 29 @ 12:00 pm