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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Second marriages are a trigger event to revisit any existing estate strategies.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?