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.
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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Earnings season can move markets. What is it and why is it important?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There’s an alarming difference between perception and reality for current and future retirees.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
All about how missing the best market days (or the worst!) might affect your portfolio.
What are your options for investing in emerging markets?
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.