Tips for Managing Sudden Wealth after Death Death of a loved one is always difficult. Sudden death is devastating and upending. Many of us have either unfortunately experienced it or know someone who has been through it. The overwhelming emotional toll of loss is often magnified by the logistical wake of decisions and paperwork. Grieving…
No more forced arbitration for allegations of sexual harassment or assault In 2019, Riverwater Partners initiated engagements with several of our portfolio companies regarding the use of mandatory arbitration for allegations of sexual harassment or assault. We consider this topic essential to good corporate governance—the “G” in “ESG.” Now, in a remarkable bipartisan effort, both…
by Jan S. Grimm, CFP®, Senior Wealth Advisor The past couple of years has taught us that life’s uncertainties can happen quickly, and often before we have had a chance to plan for them. While the idea of an estate plan may seem daunting, it’s always better to have a plan in place. A…
BizTimes Milwaukee (click here for a no login link) When Quinn Schwellinger, 31, and his wife decided to start building an extra retirement fund to supplement their 401(k)s, they knew they wanted to invest in companies that supported their concern for the environment. “My wife and I believe climate change is real, fundamentally,” said Schwellinger,…
