Riverwater Partners is a Future 50 company!

Riverwater Partners is a Future 50 company! Riverwater Partners is honored to be named a 2022 Future 50 company by BizTimes Media in partnership with the Metropolitan Milwaukee Association of Commerce. The Future 50 program, now in its 33rd year, recognizes privately-owned companies in the Milwaukee region that have been in business for at least…

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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…

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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…

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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…

ESG Investing: Is Your Nonprofit Prepared?

Five Reasons Your Nonprofit Should Invest Sustainably Leaders of nonprofit organizations spend exhaustive amounts of energy ensuring that the mission of their organization is fulfilled, and that their donor mandates are met. What many have not yet considered is how investing their endowments in socially responsible investments, also known as ESG (Environmental, Social and Governance)…

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TEST YOURSELF: How Would Your Company ESG?

As socially responsible or ESG (Environmental, Social, Governance) advisors, Riverwater Partners understands that corporate social responsibility is a journey and not a destination. Individuals, businesses, and government entities all must continually adapt to new normals as the world changes. Climate change is a concept that first emerged, and then only in theory, roughly 50 years…