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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Second marriages are a trigger event to revisit any existing estate strategies.
Simple steps may help you foil hackers and protect your privacy.
An inside look at how marginal income tax brackets work.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
What can be learned from the savings rate?
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know these three personal finance sayings?
Are you ready for retirement? Here are five words you should consider.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.