Our 2020 Sustainability Report celebrates the power of resilience. Resilience not only allows people and the planet to respond to crisis, recover and thrive, it allows businesses to do so as well. We witnessed this in 2020 as many businesses that had a clear focus on environmental, social, and governance factors – keys to their resilience –…
It’s tax time! Investors may be thinking of ways to reduce their tax payments. For investors with realized capital gains, investing in Qualified Opportunity Zones (“QOZ”) may be an approach to consider for the deferral or reduction of capital gains tax. Origin & purpose of Qualified Opportunity Zones First, a brief history of the…
March is B Corp Month. At Riverwater, we celebrate our B Corp status every day of every month. Riverwater Partners was founded in 2016 and, as soon as we became eligible in 2018, became a B Corp. We are proud to have been the first registered B Corp in Milwaukee, and the only investment advisor…
In the wake of last month’s inauguration, we have reason to be optimistic that the incoming administration will enact positive environmental, social and governance measures. And we are already seeing movement in this regard. Riverwater was founded with the mission to make the world a better place by growing wealth through sustainable investing. Guided by…
In 2011, only 20% of S&P 500 Index companies issued a sustainability report. By 2019, that figure had quadrupled to 90%. One driver of this change is investor demand. As more people seek to invest in alignment with their values, companies have responded by providing more information. Another driver is recognition by company management teams…
[This] response to the COVID-19 health crisis is one example of how ESG efforts undertaken by public companies can benefit not only societies in which they operate, but the corporate shareholders as well. — As COVID-19 continues to spread and severely impact the economy of the United States and other countries around the world, Quest…
