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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A good professional provides important guidance and insight through the years.
A letter of instruction provides additional and more personal information regarding your estate.
Looking ahead can help you conquer these unique obstacles.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here's a breakdown of how the federal government spends your tax money.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here’s a crash course on saving for college.
Do you have causes that you want to support with donations?