Riverwater Files Letter in Support of SEC Climate Rule

SEC Seeks Public Commentary on Climate Rule This spring the SEC voted to advance a set of proposed rules requiring climate disclosure statements for all SEC-registered companies. The rule would mandate public companies to disclose standardized information about their greenhouse gas pollution. Additonally, it would require companies be more transparent with investors about climate-related risks.…

Winding river in bog

2021 Sustainability Report: The Journey of Sustainable Investing

The Journey of Sustainable Investing  Our 2021 Sustainability Report celebrates the journey of sustainable investing. The evolution of Sustainable Investing has been and will continue to be a journey. Sustainable Investing originally focused on excluding companies doing harm; today it also incorporates positive screening for environmental, social, and governance (ESG) metrics that reveal companies doing…

Full time or part time

Working Part-Time in Retirement

Working Part-Time in Retirement In today’s retiree landscape, many folks decide to phase into full retirement by working part-time.  It could be reducing the number of hours with your current employer, finding a “job of passion” or even becoming a consultant.  Before considering this transition, it’s smart to know about the financial and tax impact…

Letters T A X on coins

2022 Tax and Investment FAQs

Tax Time Frequently Asked Questions This time of year, we are asked a lot of tax-related questions.  As we close out the 2021 tax year, here are answers to our four most “Frequently Asked Questions.”   Why am I paying capital gains taxes when I didn't sell anything this year? Where did these gains come…

Somber man looking down road

Managing Sudden Wealth

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…

ESG: A Riverwater Engagement Comes to Fruition

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…

Making Sense of ESG Investing

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,…