Connor Doak, CFA is a client portfolio manager and responsible investing advocate at Riverwater Partners.

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Q3 2024 Wealth Management Update

Steady Through Uncertainty Market Review  Despite a looming election and divided government, market performance has been above average during the first nine months of 2024, with occasional volatility spikes around macroeconomic releases and Federal Reserve uncertainty. The mega-cap ‘Magnificent 7’ (NVIDIA, Apple, Microsoft, Meta, Amazon, Tesla, and Alphabet) primarily led the S&P 500, though their…

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ESG Will Endure Despite 2022 Performance

Advisor Perspectives. Sept. 5, 2022. By Connor Doak, CFA. Mahatma Gandhi once said, “First they ignore you, then they laugh at you, then they fight you, and then you win.” The environmental, social, and governance (ESG) investment community is deep within the third stage. ESG investing has been subjected to brutal headlines, politically motivated attacks…