Sustainable and Impact 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 30 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, and we’d love to help you create your Sustainable Legacy.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
It's important to understand the pros and cons when considering a prepaid debit card.
What does the Tax Reform and Jobs Act mean for you?
Read this overview to learn how financial advisors are compensated.
Currency has been around for a long time. Here’s a quick history lesson.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
Are you ready for retirement? Here are five words you should consider.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A bucket plan can help you be better prepared for a comfortable retirement.