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The Superiority of the Russell 2500 Over the Russell 2000

Asset Management, Investing, NewsJune 7, 2021

Advisor Perspectives. May 26, 2021. What if a baseball team trades away its all-stars year after year and replaces them with rookies or aging veterans? That’s the problem with using the Russell 2000 as a small-cap benchmark. Better to let your winners run—and benchmark to the Russell 2500 instead. Don’t miss Riverwater co-founder & CIO…

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May242021

Should you seek investment advice on your 401(k) account?

401(k), Investing, NewsMay 24, 2021

Article featured in Valuewalk. May 24, 2021. For most Americans, 401(k) plan accounts have become the predominant retirement savings vehicle.  Currently, more than $6.4 trillion is invested in 401(k) plans across the country, a 73% increase in the past ten years.1  An additional $2.7 trillion is invested in other defined-contribution plans, such as 403(b) plans for educational…

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Apr162021
US Qualified Opportunity Zones

Qualified Opportunity Zones: a Tax-Favored Way to Do Well and Do Good

Blog, ESG, Investing, Social ImpactApril 16, 2021

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…

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Nov102020
Do Sustainable Companies Perform Better

Debunking the ESG Financial Performance Myth

Blog, ESG, InvestingNovember 10, 2020

Riverwater Partners believes that sustainable companies perform better. Our highly integrative process can enable our clients to invest according to their values while also opening up the possibility of not only no performance disadvantage but, as is our goal over the long term, a performance advantage. For many years, the primary approach taken by “responsible”…

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Mar192019
Fossil Fuels: Engagement or Divestment

Engagement or Divestment in the Energy Space?

Blog, Company Engagement, InvestingMarch 19, 2019

Fossil Fuels: Should ESG Investors Seek Divestment or Engagement? Engage vs. divest? The question of whether fossil fuel divestment or engagement encourages energy companies (e.g. Chevron and Exxon Mobil) to move their business models away from fossil fuels and toward cleaner energy is one that is top of mind to many responsible investors. At Riverwater…

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  • Home
  • About Riverwater
    • About Riverwater
    • Our Team
    • We are Proud to be a B Corp™
    • Careers and Internships
  • Equity Strategies
    • Our Strategies
    • Investment Process
    • Responsible Investment Process
    • Strategy Webinars
  • Wealth Management Services
    • For Individuals and Families
    • For Nonprofits and Corporations
    • Responsible Investing
      • What is ESG
      • Our Sustainability Report
      • Wealth Management Responsible Investing Process
  • Perspectives
  • Contact
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