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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Understanding the economy's cycles can help put current business conditions in better perspective.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
There are four very good reasons to start investing. Do you know what they are?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Here’s a crash course on saving for college.
Learn about the importance of having an estate strategy in this helpful and informative video.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?