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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
U.S. Personal Savings Rate
What can be learned from the savings rate?
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Lifestyle considerations in creating your retirement portfolio.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This checklist can give you a quick snapshot of how prepared you are.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Agent Jane Bond is on the case, cracking the code on bonds.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When markets shift, experienced investors stick to their strategy.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.