Q4 2022 Market and Strategies Update There is a saying in the financial markets that the Fed will raise rates until it breaks something. This seems especially relevant today when the entire global economy moves trillions of dollars on the words of one-man, Federal Reserve Chairman Jerome Powell. Coal for Christmas The S&P 500 was…
Our Focus on Water Stewardship By Cindy Bohlen, CFA Milwaukee, Wisconsin is located at the confluence of three rivers and Lake Michigan – part of the largest freshwater system in the world. Milwaukee is also gaining recognition as a global hub for expertise on water challenges and solutions. Our location amidst these important bodies of…
David v. Goliath: Why Small Caps Will Slay Market Giants in 2023 By Adam Peck. After more than a decade of being out of favor, we (and our friends at Furey Research Partners) believe that small-caps are poised to become stock market leaders over the next decade. Timing is everything they say. Three reasons why…
Listen, as Riverwater’s head of Investment Advisory, Greg Wait, shares his perspectives on ESG (responsible investing) and data for positive social and environmental impacts and competitive returns on the podcast Person and Planet by Purevant Living. 3 reasons why you should listen to the full episode: Discover how sustainability is incorporated into investments. Learn how…
