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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
For many, retirement includes contributing their time and talents to an organization in need.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding how capital gains are taxed may help you refine your investment strategies.
It's important to understand how inflation is reported and how it can affect investments.
For some, the social impact of investing is just as important as the return, perhaps more important.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a crash course on saving for college.
There’s an alarming difference between perception and reality for current and future retirees.