Ep. 11 – Connecting Accounting, Financial Management and Mission Results – Where to Start in Considering an Accounting Review

PodcastCoverArtIn this Lead. Learn. Thrive. podcast episode, Raffa’s Tom Adams spoke with Julie Jones, Partner and Jean Gilbert, Director in Raffa’s Managed Accounting Services Practice as they offer listeners a framework for considering how accounting and financial systems are supporting mission results and questions to consider in developing an action plan for change.

Tom Adams, Julie Jones, Jean Gilbert

Tom Adams, Julie Jones, Jean Gilbert

 

 

 

 

For more on this topic read the article, Are Your Accounting Operations Aligned with Your Impact Mission, by Julie Jones.


The Lead. Learn. Thrive podcast series grew out of our Raffa Learning Community effort and features interviews with interesting nonprofit and private sector leaders and those who help them Do More. If you would like to suggest a topic or a guest for an upcoming episode, please email jimena@raffa.com and include “podcast” in the email subject line.

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Stocks Posted 3rd Straight Week of Gains

Financial News and Portfolio Management Discussion through November 26th

Stocks posted their third straight week of gains and ended the holiday shortened week at new all time highs on optimism over possible tax cuts, reduced regulations and fiscal stimulus. The S&P 500 gained 1.4% and the Dow rose1.5 % for the week.  The Russell 2000 small cap index has posted 15 straight days of gains and posted a record high as well.  Internationally, Japan jumped 2.2 % and Europe was up 0.9% for the week.  The yield on the 10 year Treasury reached its highest level since July 2015 finishing the week at 2.36% as investors’ expectations for inflation have accelerated.

Reposted from the Raffa Wealth Management Blog.

All the news you need to stay informed about what’s currently driving the market – courtesy of Raffa Wealth Management, LLC

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Unemployment Claims Falls to Lowest Since 1973

Financial News and Portfolio Management Discussion through November 19th

US stocks continued to gain in the week following the election on positive expectations for the new administration, particularly the financial sector. The S&P 500 gained 0.8%, while the Dow ticked up 0.1% for the week.  Internationally, Europe rose 0.6% and Japan jumped 3.5% for the week.  The yield on the 10 year Treasury bond closed at 2.34%, a 12 month high, on expectations of a Fed rate hike and higher inflation.  The past two weeks have seen the biggest gain in 15 years. Continue reading

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Retail Stores Optimistic for Holiday Shopping Season

Financial News and Portfolio Management Discussion through November 14th

usa-stocks_originalThe surprise outcome of the US Presidential election sent shockwaves through markets as investors tried to decipher what the result will mean for various asset classes. The Dow reached a record high and had its best week since 2011 rising 5.4%.  The S&P 500 rose 3.8% for the week.  Internationally, developed markets reacted positively with Japan rising 2.80% and Europe gaining 2.6% for the week. Emerging markets struggled falling 3.84%.  The yield on the 10 year Treasury shot up to 2.12%, a level last seen in January as investors’ inflation expectations increased. Continue reading

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Unemployment Rate Ticked Down to 4.9%

Financial News and Portfolio Management Discussion through November 5th

The US market’s losing streak reached 9 days, the longest since 1980, as the election weighed. The S&P 500 sank 1.9% and Dow fell 1.5% for the week.  Internationally, Japan slide 3.1% and Europe sank 3.5% for the week.  The yield on the 10 year Treasury ended at 1.78% falling as investors moved to safe havens. Continue reading

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How RWM will Trade Decision 2016

By Mark Murphy, Raffa Wealth Management

The marathon presidential election campaign finally (hopefully) will come to an end tomorrow after countless polls, surprises and shifts in sentiment. Markets have become more volatile in recent weeks as it has approached Election Day.  With ballots about to be cast there are three possible stock market outcomes on Wednesday: the markets surge, tread water, or plunge. Continue reading

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Consumer Inflation at its Fastest Pace Since 2014

Financial News and Portfolio Management Discussion through October 29th

Stocks sank over the week on weaker earnings reports. The S&P 500 fell 0.7%, but the Dow ticked up 0.1% for the week.  Internationally, markets were mixed with Japan surging 1.5%, while Europe sunk 1.0% for the week.  The yield on the 10 year Treasury bond surged to 1.85%, its highest yield since the end of May, as inflation expectations around the world have picked up. Continue reading

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