Riverwater Partners | ESG / Responsible Investing and Wealth Management in Milwaukee Wisconsin

Q4 2022 | Coal for Christmas

Q4 2022 Market and Strategies Update There is a saying in the financial markets that the Fed will raise rates until it breaks something. This seems especially relevant today when the entire global economy moves trillions of dollars on the words of one-man, Federal Reserve Chairman Jerome Powell. Coal for Christmas The S&P 500 was…

Riverwater Partners | ESG and Responsible Investing and Wealth Management in Milwaukee, Wisconsin

Q3 2022 | Seventh Inning Stretch

Q3 2022 Market and Riverwater Strategies Update Stock and bond market volatility persisted in the third quarter as the Federal Reserve continued to respond to high inflation by raising the Fed Funds rate. So far in 2022, the Fed has increased rates by 300 basis points, from effectively 0% to 3%. The last time the…

Q2 2022 | Grin and Bear It

Q2 2022 Market and Riverwater Strategies Update The volatility experienced in the first quarter of 2022 continued in the second quarter, with all major markets down for the first half of Q2 2022. The S&P 500 officially entered a bear market (defined by a decline of 20% from its all-time-high) as stocks had their worst first half…

Sunrise and an oil rig

Q1 2022 | Fuel, the Fed and Fear

Q1 2022 Market and Strategies Update This year and Q1 2022 began with hopes that the pandemic would recede and that the global economy could begin the process of getting back to normality. Vladimir Putin had other ideas. Both stock and bond markets were down in the first quarter driven by the war in Europe…

2021 Recap and 2022 Outlook

2021 Year End Markets and Strategies Update Having circled the sun one more time, we are reflecting on the markets and ESG in 2021 and looking ahead to what we can expect in 2022. COVID’s Continued Impact. In 2021, the global pandemic dominated economies for a second year and brought with it seemingly lasting changes…

Q2 2021

Q2 2021 Market Update Inflation is real. If you have experienced sticker shock this year purchasing food, renting cars, or simply getting your haircut, you are not alone. Used car prices are up over 34% in the last year and rental car rates are now commonly $150 to $400 per day depending on location, compared…

Q1 2021

Q1 2021 Market Update The first quarter of 2021 saw individual investors participate in the market at levels not seen in over 20 years. Their collective buying helped propel equity markets to new highs. It’s important to remember that markets are auction markets, with fixed supply. Therefore, when there are more buyers than sellers, prices…

Q3 2020 Survival of the Fittest

Survival of the Fittest The market rally that began in March continues its historic run. In stark contrast with what is happening on Main Street, Wall Street has performed exceptionally well, with the S&P 500 posting its best two consecutive quarters in the last 20 years! That incredible performance has not been uniform across all…