Q1 2023 Market and Strategies Update The first quarter of 2023 saw a reversal of fortunes in the stock and bond markets, with solid gains across the board. While Nasdaq and growth stocks led the way, all major indices, including bonds, saw increases. However, the gains were not without some intra-quarter volatility, driven by textbook…
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…
Our Focus on Water Stewardship By Cindy Bohlen, CFA Milwaukee, Wisconsin is located at the confluence of three rivers and Lake Michigan – part of the largest freshwater system in the world. Milwaukee is also gaining recognition as a global hub for expertise on water challenges and solutions. Our location amidst these important bodies of…
David v. Goliath: Why Small Caps Will Slay Market Giants in 2023 By Adam Peck. After more than a decade of being out of favor, we (and our friends at Furey Research Partners) believe that small-caps are poised to become stock market leaders over the next decade. Timing is everything they say. Three reasons why…
Listen as Riverwater’s Chief Mindfulness Officer, Cindy Bohlen, shares her journey into sustainable investing on the podcast Her CEO Journey: The Business Finance Podcast for Mission-Driven Women Entrepreneurs. 3 reasons why you should listen to the full episode: Discover how sustainability drives profitability. Learn how you can collaborate with your stakeholders to improve your sustainability.…
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…
Cindy Bohlen, Riverwater’s resident ESG expert, spoke with students at the business school and in sustainability programs at the University of Wisconsin – Madison. UW-Madison Office of Sustainability. In case you missed it: “People, Planet, Profit: Careers in Corporate Sustainability.” Sept. 23, 2023. On Tuesday, September 13th, the Wisconsin School of Business and the Nelson…
The Evolving Use of Collective Investment Trust Funds in 401(k) Plans By Greg Wait, CEBS. Originally posted in 401(k) Wire (subscription required) Aug. 22, 2022. Advisors and consultants are fielding questions from plan sponsors about potential liability for excessive fees. For example, recently a plan sponsor’s CFO told us their fiduciary insurance carrier included a…
Riverwater Partners has been named a 2022 Best for the World™ B Corp™ in recognition of its exceptional positive impact on its customers. B Lab grants the Best for the World distinction to Certified B Corporations (B Corps) whose verified B Impact Scores in the five impact areas evaluated in the B Impact Assessment —…
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…
