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…
by Jan S. Grimm, CFP®, Senior Wealth Advisor The past couple of years has taught us that life’s uncertainties can happen quickly, and often before we have had a chance to plan for them. While the idea of an estate plan may seem daunting, it’s always better to have a plan in place. A…
Five Reasons Your Nonprofit Should Invest Sustainably Leaders of nonprofit organizations spend exhaustive amounts of energy ensuring that the mission of their organization is fulfilled, and that their donor mandates are met. What many have not yet considered is how investing their endowments in socially responsible investments, also known as ESG (Environmental, Social and Governance)…
Greg Wait featured in Marketwatch. Sustainable investing is hot, and when Wall Street sees a trend, it wants a piece of the action. How hot? In 2020, US SIF Foundation, which measures this type of investing, said 33% of U.S. assets under professional management use environmental, social and governance criteria when investing. That’s $17 trillion, or one…
For Immediate Release. Milwaukee (Sept 8, 2021). Riverwater Partners, one of the country’s leading ESG investment firms is pleased to announce the addition of Jan Grimm, as a Senior Wealth Advisor on our Wealth Management Team. Jan is a CERTIFIED FINANCIAL PLANNER™ Professional who has been providing clients with her planning expertise for over 20…
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…
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…
March is B Corp Month. At Riverwater, we celebrate our B Corp status every day of every month. Riverwater Partners was founded in 2016 and, as soon as we became eligible in 2018, became a B Corp. We are proud to have been the first registered B Corp in Milwaukee, and the only investment advisor…
Marketwatch. January 4, 2021 Environmental, social and governance investing resonates with people who want their investments to align with their values, and the boom in this investing style has fund companies launching more ESG investment vehicles. But these funds may not be as green as investors think they are. ESG investing considers both financial return…
Marketwatch. November 13, 2020 Even as the Trump administration actively discourages environmental, social and governance investing in employer-sponsored retirement plans — a rule the Biden administration may overturn — it’s not like investors had a lot of ESG choices to begin with. When Morningstar looked at lineups for defined-contribution plans like 401(k)s or 403(b)s , the research firm…
