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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Ascertaining the value of your business is important for a variety of reasons.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.
Women must be ready to spend, on average, more years in retirement than men.
When do you need a will? The answer is easy: Right Now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.