As the largest living adult generation, Millennials are not only reshaping industries but are also changing the way we invest. Born between 1981 and 1996, this generation is poised to inherit a significant portion of the $84 trillion wealth transfer from Baby Boomers and Generation X by 2045. Their investment preferences and values-driven approach are…
After the 4th of July, my family begins the dreaded countdown to the first day of school. While it may be a bit early to begin panicking, it’s a good time to think about maximizing the time left between now and that eventual first day of school. My daughter is not entering her first semester…
This quarter, we are honored to present a special reflection letter penned by Greg Wait, as he marks his retirement after a distinguished investing career. His unwavering commitment to our clients and his passion for responsible investment have left a mark on our firm and the broader investment community. As Greg shares some of the…
For Immediate Release. Riverwater Partners Welcomes New Director of Wealth Management (May 1, 2024). Riverwater Partners, a Milwaukee wealth management firm known for its client-centered approach and sustainable investment strategies, is excited to announce the appointment of Brian Gigl as its new Co-Director of Wealth Management and Investment Advisory Services. With a career spanning over…
By Jan Grimm, CFP®, Senior Wealth Advisor. As tax season approaches, it’s important to remember that you still have time to contribute to your Individual Retirement Account (IRA) for the 2023 tax year. Here are considerations you should be aware of: 1. Contribution Limits For the 2023 tax year, the maximum contribution you can make…
October is Cybersecurity Awareness Month By Laura Peck, COO October is Cybersecurity Awareness Month and in today’s digital age, our financial lives are increasingly intertwined with the online world. While the convenience of online banking, shopping, and investment can’t be denied, it also exposes us to various online threats, including check fraud, wire scams and…
Listen, as Riverwater’s head of Investment Advisory, Greg Wait, shares his perspectives on ESG (responsible investing) and data for positive social and environmental impacts and competitive returns on the podcast Person and Planet by Purevant Living. 3 reasons why you should listen to the full episode: Discover how sustainability is incorporated into investments. Learn how…
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…
Greg Wait, Riverwater’s resident 401(k) expert, spoke with PLANSPONSOR and had some great suggestions how Defined Contribution or DC plans can respond to increasing demand by participants for ESG funds. PLANSPONSOR. Sept. 22, 2022. PLAN PARTICIPANTS CLAIM to want environmental, social and governance investment options in their defined contribution plan lineups. The Schroders 2022 U.S. Retirement Survey…
Riverwater Partners is a Future 50 company! Riverwater Partners is honored to be named a 2022 Future 50 company by BizTimes Media in partnership with the Metropolitan Milwaukee Association of Commerce. The Future 50 program, now in its 33rd year, recognizes privately-owned companies in the Milwaukee region that have been in business for at least…
