Monthly Archives: October 2016

Stewarding Investments Well: What Boards and Executives Need to Know

By Dennis Gogarty, President, Raffa Wealth Management and Tom Adams, Director, Succession and Sustainability Nonprofits plan every fiscal move with great caution, backed up with thorough analysis. However, when it comes time to plan their investment policies and gauge their … Continue reading

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Ep 10. – Stewarding Investments and Reserves: Lessons for Nonprofit Boards and Financial Managers

In this Lead. Learn. Thrive. podcast episode, Raffa’s Tom Adams spoke with Dennis Gogarty, President of Raffa Wealth Management, as he shares lessons from the 2016 SONI report, observations on trends since the report began and practical steps board leaders … Continue reading

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Stocks Rose Over Week on Earnings and Merger News

Financial News and Portfolio Management Discussion through October 22nd Stocks rose over the week on earnings and merger news. The S&P 500 gained 0.4% and the Dow ticked up less than 0.1% for the week.  Abroad, Japan surged 1.9% and … Continue reading

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Retail Sales Rose in September

Financial News and Portfolio Management Discussion through October 15th US Stocks fell over the week on a disappointing start to earnings season. The S&P 500 dropped 1.0% and the Dow slipped 0.6%, for the week.  International markets were flat with … Continue reading

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Below Expectations; 156,000 New Hires in September

Financial News and Portfolio Management Discussion through October 8th US Stocks fell over the week on increasing expectations for a Fed Funds rate increase in December. The S&P 500 sank 0.7% and the Dow dropped 0.4% for the week.  Internationally, … Continue reading

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Don’t Vote Your Portfolio Out of Office

By Mark Murphy, Raffa Wealth Management The Presidential race has entered the stretch run with roughly a month until the election. A frequent question we receive at this point in the election cycle is what will the impact on the … Continue reading

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Consumer Spending was Flat in August

Financial News and Portfolio Management Discussion through October 1st US Stocks ended the third quarter on an upbeat note. The S&P 500 edged up 0.1% while the Dow gained 0.3% for the week.  Abroad, Europe fell 0.7% weighed down by … Continue reading

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