Our 2020 Sustainability Report celebrates the power of resilience. Resilience not only allows people and the planet to respond to crisis, recover and thrive, it allows businesses to do so as well. We witnessed this in 2020 as many businesses that had a clear focus on environmental, social, and governance factors – keys to their resilience –…
It’s tax time! Investors may be thinking of ways to reduce their tax payments. For investors with realized capital gains, investing in Qualified Opportunity Zones (“QOZ”) may be an approach to consider for the deferral or reduction of capital gains tax. Origin & purpose of Qualified Opportunity Zones First, a brief history of the…
Q1 2021 Market Update The first quarter of 2021 saw individual investors participate in the market at levels not seen in over 20 years. Their collective buying helped propel equity markets to new highs. It’s important to remember that markets are auction markets, with fixed supply. Therefore, when there are more buyers than sellers, prices…
Marketwatch. March 24, 2021. By Debbie Carlson 7 ways for ESG investors to profit from sustainable agriculture The original green sector — agriculture — hasn’t been on the radar for environmental, social and governance investors, given industrial agriculture’s heavy dependence on pesticides, fertilizers and genetically modified seeds. But ESG investors are turning their interest to…
March is B Corp Month. At Riverwater, we celebrate our B Corp status every day of every month. Riverwater Partners was founded in 2016 and, as soon as we became eligible in 2018, became a B Corp. We are proud to have been the first registered B Corp in Milwaukee, and the only investment advisor…
WealthManagement.com, March 11, 2021 By Cindy Bohlen Encouraging news arrived late last year about the fast growth of investments managed with attention to environmental, social and governance (ESG) factors. Seventeen trillion was the headline dollar figure in the latest biannual report from trade association US SIF, which tracks the responsible investing industry. Seventeen trillion represents…
