Rob Roquitte, CFA
Recent Posts
Market In-a-Minute: January 2022
Feb 1, 2022 8:24:49 PM / by Rob Roquitte, CFA posted in investment, market commentary
Do You Have An Endowment or Nonprofit Investment Question?
Jan 17, 2022 8:36:54 AM / by Rob Roquitte, CFA posted in resource
Get answers to popular questions about how endowments, foundations, religious organizations, and nonprofits should be managing their investments.
Fourth Quarter Market Commentary 2021
Jan 2, 2022 2:32:59 PM / by Rob Roquitte, CFA posted in investment, market commentary
Market In-a-Minute: November 2021
Dec 2, 2021 1:59:47 AM / by Rob Roquitte, CFA posted in investment, market commentary
Market In-a-Minute: October 2021
Nov 2, 2021 5:31:32 AM / by Rob Roquitte, CFA posted in investment, market commentary
Webinar: 5 Steps to a Successful Investment Program That Will Impress Donors
Oct 5, 2021 2:08:03 PM / by Rob Roquitte, CFA posted in Webinar
Third Quarter Market Commentary 2021
Oct 3, 2021 8:30:05 PM / by Rob Roquitte, CFA posted in market commentary
5 Reasons Nonprofit Boards Are Changing Investment Advisors
Sep 23, 2021 7:37:20 AM / by Rob Roquitte, CFA
Are you considering whether a new investment advisor may be better for your organization? You’re not alone! Here are 5 top reasons we’ve heard from our nonprofit clients as to why they decided to change advisors (and hire eCIO).
Market In-a-Minute: August 2021
Sep 1, 2021 7:20:58 PM / by Rob Roquitte, CFA posted in investment, market commentary
Dollar Cost Averaging: A Strategy to Help Nonprofits Invest in a Volatile Market
Aug 17, 2021 4:57:04 AM / by Rob Roquitte, CFA posted in resource
Does your organization have excess cash above what it needs for operations? When a nonprofit organization makes the decision to do more with their cash and opens a new investment account, finance committees often ask: Should cash be invested in the stock market all at once or over a period of time? This question is particularly relevant in an environment when the market has been up sharply and stock prices are relatively high.