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.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Calculating your potential Social Security benefit is a three-step process.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Five strategies for managing your student debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
When should you take your Social Security benefit?
How will you weather the ups and downs of the business cycle?
What does your home really cost?