In celebration of Earth Day 2023, Riverwater Partners is proud to present our fourth annual Sustainability Report: Responsible Investing through Sustainable Investing. The report highlights the role our Sustainable Investing framework plays in fulfilling our responsibility as a fiduciary.

Sustainability Report 2022

2022 Sustainability Report: Responsible Investing Through Sustainable Investing By Cindy Bohlen, CFA In honor of Earth Day 2023, Riverwater Partners is proud to present our fourth annual Sustainability Report: Responsible Investing through Sustainable Investing. The report highlights our Sustainable Investing framework’s role toward fulfilling our responsibility as a fiduciary. The Sustainability Report emphasizes the importance…

Riverwater Partners | ESG | Responsible Investing | Wealth Management | Milwaukee

Q1 2023 | Trust, Confidence and Deposits

Q1 2023 Market and Strategies Update The first quarter of 2023 saw a reversal of fortunes in the stock and bond markets, with solid gains across the board. While Nasdaq and growth stocks led the way, all major indices, including bonds, saw increases. However, the gains were not without some intra-quarter volatility, driven by textbook…