Category Archives: Tax

Black Friday, Sales, Bitcoin and More

Financial News and Portfolio Management Discussion through December 2nd US stocks rose over the week on increasing expectations for tax reform. Both the Senate and House approved separate tax reform bills, which now need to be reconciled. The S&P 500 … Continue reading

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U.S. Stocks Slight Decline, Household Debt Increase, House passes Tax Overhaul Bill

Financial News and Portfolio Management Discussion through November 18th US stocks posted a slight decline for the week with question about the tax overhaul weighing on the market. The S&P 500 fell 0.1% and the Dow dropped 0.3% for the … Continue reading

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U.S. Stocks Down, Broadcom bid, AT&T Deal

Financial News and Portfolio Management Discussion through November 11th US stocks had their first down week since September as tax reform came into question. The S&P 500 edged down 0.2% and the Dow fell 0.5% for the week.¬†¬†Internationally, Japan rose … Continue reading

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U.S. Stocks, The Next Fed Chairman & More

Financial News and Portfolio Management Discussion through November 3rd US stocks rose over the week and ended at record highs on strong corporate earnings and potential tax reform. The S&P 500 gained 0.3% and the Dow rose 0.4% for the … Continue reading

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The IMF, the Fed’s September Meeting, Social Security Payments, and More

Financial News and Portfolio Management Discussion through October 14th US stocks ended the week higher and hit records during the week on a positive outlook for third quarter earnings. The S&P 500 gained 0.2% and the Dow rose 0.4% for … Continue reading

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Bonds, Debt, Bankruptcy and More

Financial News and Portfolio Management Discussion through September 23rd US Stocks edged up over the week led by bank stocks who reacted positively to the potential for another Fed rate increase this year. The S&P 500 rose 0.1% and the … Continue reading

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What Attendees Say about RLC Events

We put a lot of thought and effort into our Raffa Learning Community, and we want to keep improving the offerings to nonprofits and social enterprises. In addition to individual session feedback, we conduct an annual survey of attendees to … Continue reading

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