Riverwater Partners | ESG | Responsible Investing | Wealth Management | Milwaukee

A Guide to Sustainable Investing

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…

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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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Somber man looking down road

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…

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