Category Archives: Personal Financial Management

How Does the Tax Cuts and Jobs Act Impact You?

Share The Tax Cuts and Jobs Act (H.R. 1) has been approved by Congress and signed by President Trump. After a last-minute procedural glitch that required the Senate to vote first on the final bill, the most sweeping change to the U.S. tax code in decades cleared the Senate, 51 to 48, in the early […]

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Financial News and Portfolio Management Discussion through December 30th

Share All the news you need to stay informed about what’s currently driving the market – courtesy of Raffa Wealth Management, LLC. US Stocks edged down over the final trading week of the year. The S&P 500 fell 0.4% and the Dow ticked down 0.1%. International stocks edged down as well with Europe declining 0.3% […]

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Financial News and Portfolio Management Discussion through December 16th

Share All the news you need to stay informed about what’s currently driving the market – courtesy of Raffa Wealth Management, LLC. US stocks ended the week at new record highs as it became clearer that tax reform would be passed. The S&P 500 gained 0.9% and the Dow rose 1.3% for the week. Internationally, […]

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Financial News and Portfolio Management Discussion through December 9th

Share All the news you need to stay informed about what’s currently driving the market – courtesy of Raffa Wealth Management, LLC. US stocks notched another record high on a positive jobs report and tax overhaul optimism. The S&P 500 and Dow both gained 0.4% for the week. Abroad, Europe climbed 1.4% and Japan ticked […]

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What a Year in the Market. Is it Time to Make Changes for 2018?

Share It has been a fantastic year in the stock market – so far! This statement could be uttered by people all over the world in 2017. In the US, stocks have gained 19.9% for the year through November. The average long tem rate of return for the US stock market has been 10% so […]

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Financial News and Portfolio Management Discussion through December 2nd

Share All the news you need to stay informed about what’s currently driving the market – courtesy of Raffa Wealth Management, LLC. 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 gained 1.5% […]

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Financial News and Portfolio Management Discussion through November 25th

Share All the news you need to stay informed about what’s currently driving the market – courtesy of Raffa Wealth Management, LLC. US Stocks closed the week at new all time highs driven by continued strong corporate earnings and global growth. The S&P 500 rose 0.9%, closing above 2,600 for the first time, and the […]

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Financial News and Portfolio Management Discussion through November 18th

Share All the news you need to stay informed about what’s currently driving the market – courtesy of Raffa Wealth Management, LLC. 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 week. Abroad, […]

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Financial News and Portfolio Management Discussion through November 11th

Share All the news you need to stay informed about what’s currently driving the market – courtesy of Raffa Wealth Management, LLC. 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 0.6% and […]

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How Does the Proposed Tax Plan Impact You?

Share A major focus of the President and Congress has been tax reform. After much deliberation the House unveiled the Tax Cuts and Jobs Act which would represent the most sweeping changes to US tax rules in over 30 years. Given it is very early on and there are many competing groups fighting for their […]

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    Raffa Wealth Management
    1899 L Street, NW
    Suite 900
    Washington, DC 20036
    Tel: 202-955-6734