Sustainable Investments for a Prosperous Future
You can have both.
You can meet your financial goals without compromising your values.
You can create both a financial and a social legacy.
We have more than 25 years of investment experience, creating custom solutions that help investors achieve both their financial and social objectives – without sacrificing performance.
- As an independent Registered Investment Advisor, we act as a fiduciary, placing your interests above all others.
- As a firm run by a Chartered Financial Analyst, we’re held to the industry’s highest ethical standards.
- And as the region’s first Certified B Corporation wealth manager, we are aiming for a “triple bottom line” (people, planet, profit) in all that we do.
We’re Boardwalk Capital Management.
We’d love to help you create your Sustainable Legacy.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Knowing your options when a CD matures can help you make a sound investment decision.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like old receipts in a junk drawer.
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.
Learn how to harness the power of compound interest for your investments.
There are hundreds of ETFs available. Should you invest in them?