Raffa Investment Advisers

Join Raffa Investment Advisers for an insightful webinar to help nonprofits prepare for the "silver tsunami" of Baby Boomer retirements. As approximately 30 million Americans turn 65 between 2024 and 2030, we'll explore essential strategies for proactive succession planning and knowledge transfer to sustain organizational expertise.   You can earn 1 CAE credit for attending.   Vault Consulting (Accounting, Human Resources, Research)’s head of HR, Kendra Janevski, SPHR, GPHR, SHRM-SCP, will guide you through the key strategies for nonprofit succession planning: ☑Understand the impact of the "silver tsunami" and the need for proactive succession planning. ☑Learn strategies for knowledge retention and develop talent for smooth transitions. ☑Gain insights on sensitive succession talks and honoring retiring staff. Link to register is in the comments!

Managing an association's investment reserves in a volatile market can be a daunting task. These reserves have unique characteristics that require a careful and strategic approach. Join this session, hosted by ASAE: The Center for Association Leadership Business Solutions-endorsed Raffa Investment Advisers on November 12th, to learn how prudent investment policies can not only protect reserves but also help associations leverage market fluctuations for long-term growth. You can earn 1 CAE credit for attending. Our President Dennis Gogarty, Director of Operations Ryan Frydenlund, CIMA®, CIPM, and CIO Mark Murphy, CFA will provide tips for protecting reserves and taking advantage of market fluctuations, such as: ☑ Understanding how customized investment policies safeguard reserves and drive growth ☑ Using strategies to manage risk and navigate market volatility effectively ☑ Developing policies that balance short-term liquidity with long-term financial goals Link to register is in the comments!

🤔 What happens to a #nonprofit's mission when its most experienced leaders retire? It's a question keeping many nonprofit executives up at night. With 30 million Americans set to retire by 2030, organizations face a critical challenge: preserving decades of invaluable knowledge before it walks out the door. Hosted by Raffa Investment Advisers, join Vault for an insightful webinar focused on helping nonprofits prepare for the impending wave of Baby Boomer retirements. Kendra Janevski, SPHR, GPHR, SHRM-SCP will share 4 proven strategies to: ✓ Document and preserve institutional knowledge ✓ Create meaningful advisory roles for transitioning leaders ✓ Develop your next generation of leadership ✓ Navigate sensitive succession conversations with confidence [Link to register in the comments below 👇 ] #NonprofitLeadership #SuccessionPlanning #NonprofitHR #RetirementPlanning #associationchat #asae

Managing investment reserves in a volatile market can be challenging for nonprofits and associations. Join Raffa Investment Advisers for our webinar on October 24th and learn about prudent investment policies and proactive strategies to navigate unpredictable market conditions. You can earn 1 CAE credit for attending. Our President Dennis Gogarty, Director of Operations Ryan Frydenlund, CIMA®, CIPM, and CIO Mark Murphy, CFA will provide actionable tips for safeguarding reserves and taking advantage of market fluctuations, including: ☑ Effective reserve segmentation to balance short and long-term needs and goals ☑ Decision making frameworks for risk management ☑ Best practices for monitoring and adjusting policies Link to register is in the comments!

Are you a The Fridays@4 Society member? Raffa Investment Advisers' President Dennis Gogarty and CIO Mark Murphy, CFA are looking forward to leading a lively discussion with Fridays@4’s association and nonprofit leaders on Friday (October 18th). We’re covering what’s unique about nonprofit investing. Join us and learn what nuances are important to effectively managing your reserves. Register here: https://lnkd.in/gByWhn7R

“We’re thinking about investing for the first time. Is now a good time or should we wait until the election cycle settles down?”    We got this question from a nonprofit before a recent webinar, and I thought it was a great one.  The short answer is there’s an opportunity cost to waiting. If your nonprofit has built up large cash reserves that you’re not likely to spend for the next 3, 5, 10 years or more, leaving those dollars uninvested means you’re losing purchasing power to inflation. Missing even a few days of being invested can make a large difference in performance over long time periods. Remember: investing doesn’t just mean stocks. Think more broadly about your asset allocation and what’s appropriate for your cash flow and goals. Securities like CDs, Treasuries, and Money Market Funds have yields in the 5% range right now. Any funds you may need in the short-term should be invested more conservatively.  Anything you may not need to spend for longer time periods can be invested in a more growth-oriented manner with a balanced mix of stocks and bonds. If you’re still second guessing your timing with the election coming up, start building your investment policy now. It’s never a bad time to do that, and you’ll need it when you invest for the first time – whether that’s before November or after. Read more about how elections impact markets and ways to prepare your portfolio and investment policy: https://lnkd.in/gWw95qsf #investmentstrategy #uselection #portfoliomanagement

We hope to see you next Thursday at the GWSCPA's Nonprofit Section Meeting as Dennis Gogarty and Mark Murphy, CFA will be presenting "What's Unique About Nonprofit Investing?"

If election headlines and August's market volatility are making you think about how to steer your investment reserves through uncertainty, join Raffa Investment Advisers for our webinar on September 18th. Our CIO Mark Murphy, CFA and Director of Operations Ryan Frydenlund, CIMA®, CIPM will: ☑ Share context on how markets have performed in past election ☑ Discuss key policy components you should have in place this year ☑ Give you actionable tips on how to structure your investments to remain disciplined. Register now: https://lnkd.in/giwWDttZ #investmentstrategy #investmentpolicy #uselection

Election cycles are chaotic, and investors are often concerned that the chaos will carry over to the markets. But have we seen an impact on returns and volatility historically?    Our Raffa Investment Advisers portfolio management team reviewed data from past election cycles to provide some context. I share our top takeaways and some ways you can prepare now to handle any volatility in this quick video. ⤵ #marketcommentary #uselection #marketvolatility

Next Week: Join Raffa Investment Advisers and Association Insights in Old Town for a webinar on "Navigating the Presidential Election: Insights from Association Investment Reserves." With less than 70 days until the election, associations need to understand how political shifts can impact their investment reserves. We'll provide insights on prudent investment policy updates you can make now to prepare.   🗓 Wednesday, September 4th at 12pm ET 🗣 Raffa's co-founder and President, Dennis Gogarty, and Portfolio Manager, Matthew O'Lone, CIMA®   Earn 1 CAE Credit for attending.   Register now: https://lnkd.in/gVHs4A-A