After the 4th of July, my family begins the dreaded countdown to the first day of school. While it may be a bit early to begin panicking, it’s a good time to think about maximizing the time left between now and that eventual first day of school. My daughter is not entering her first semester…
This quarter, we are honored to present a special reflection letter penned by Greg Wait, as he marks his retirement after a distinguished investing career. His unwavering commitment to our clients and his passion for responsible investment have left a mark on our firm and the broader investment community. As Greg shares some of the…
2023 Sustainability Report: Value Creation Through Sustainable Investing By Cindy Bohlen, CFA A Strong Commitment to Sustainability This Earth Day, Riverwater Partners is proud to share our 2023 Sustainability Report. The theme of this year’s report is Value Creation Through Responsible Investing. At the core of this is our belief that the purpose of every…
By Jan Grimm, CFP®, Senior Wealth Advisor. As tax season approaches, it’s important to remember that you still have time to contribute to your Individual Retirement Account (IRA) for the 2023 tax year. Here are considerations you should be aware of: 1. Contribution Limits For the 2023 tax year, the maximum contribution you can make…
October is Cybersecurity Awareness Month By Laura Peck, COO October is Cybersecurity Awareness Month and in today’s digital age, our financial lives are increasingly intertwined with the online world. While the convenience of online banking, shopping, and investment can’t be denied, it also exposes us to various online threats, including check fraud, wire scams and…
Riverwater 2022 Engagement Efforts By Cindy Bohlen, CFA Engagement is the second pillar of Riverwater’s Three-Pillar Approach to Sustainable Investing. As active investors, we seek cooperative engagement with company leadership and board members about improving their sustainability efforts. It is not a one sized fits all approach. Each engagement is unique and encourages each company…
