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

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

Volatility Makes its Unwelcome Return

The first quarter of 2018 was the first down quarter for US stocks since the third quarter of 2015. The 10 quarters since we’ve seen relatively steady growth. That relative calm has made the first quarter all the more jarring with multiple daily swings of 1% or greater.

Volatility Makes its Unwelcome ReturnRead more

How Much Should You Save for Retirement?

How much should we save for retirement? It’s a simple question with a complicated answer. Our friends at Dimensional Fund Advisors put together a short video detailing some of the important factors to consider when saving for retirement.

How Much Should You Save for Retirement?Read more