Greg Wait featured in Purevant Living’s Person & Planet Fall 2022 magazine. Sustainable investing has become a widely accepted approach to generating competitive investment returns while having a positive global impact on people and planet. According to the US SIF Foundation, $17.1 trillion are in sustainable investment strategies as of the beginning of 2020, a…
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…
The Truth About Trying to Time the Stock Market Many investors convince themselves that they know the stock market is going to move one way or the other. They have a “feeling” – a “hunch” – that drives their investment timing. Here’s the deal: the markets* are full of surprises and “feelings” have little to…
SEC Seeks Public Commentary on Climate Rule This spring the SEC voted to advance a set of proposed rules requiring climate disclosure statements for all SEC-registered companies. The rule would mandate public companies to disclose standardized information about their greenhouse gas pollution. Additonally, it would require companies be more transparent with investors about climate-related risks.…
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…
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…
