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 Markets React
When markets shift, experienced investors stick to their strategy.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
How long does a $20 bill last?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Gaining a better understanding of municipal bonds makes more sense than ever.
There are four very good reasons to start investing. Do you know what they are?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, cracking the code on bonds.
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.
For women, retirement strategy is a long race. It’s helpful to know the route.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.