Home NavigationMENU
  • About 
    • About the Company
    • Team
    • Our Approach
    • Our Impact
    • Our Philosophy
    • Blog
  • Our Services 
    • Impact Investment Management
    • Sustainable Equity - Separate Accounts
    • 401(k) Plan Design and Management
    • Retirement and Educational Planning
    • Trust and Fiduciary Services
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Money
    • Tax Resources
    • Calculators
    • Glossary
  • Client Access
  • Contact

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Share |
 

Related Content

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

 

DO YOU HAVE TOO MUCH RISK                 IN YOUR PORTFOLIO?  
OR TOO LITTLE?

Find out how much risk…

…you can tolerate
…you need 
…you currently have

Click Below for Your Personalized Risk Profile 
 

 

Have A Question About This Topic?


Thank you! Oops!
 

Latest Blog Post

The Ball Bounces, Again

September 08, 2020

The rally seemed to defy gravity. But technology shares have started to come back to Earth. No, Wall Street isn't "okay" while Main Street is hurting. Both are hurting. Here's how we know.

Broadening the Definition of Impact

June 10, 2020

As investors who seek to make a positive impact on society, it's become clear in recent weeks that we've sometimes missed the big picture. We've been trying to "do well while doing some good." But we've neglected a human element.

Thoughts on the Markets, the Economy and Sustainable Funds

May 27, 2020

The markets discount fundamentals that are six-to-nine months ahead.. But is this sensible? In this week's note, we look at the markets and the performance of sustainable funds.

 

Contact

Office: (404) 343-2026
Fax:866-923-4249

scott@boardwalkcm.com

Facebook Twitter LinkedIn
 

Sign up for my Newsletter





Thank you!

Error processing your request. Please try again at a later time.

 

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 FMG Suite.

 

Securities and investment advisory services are offered solely by
BOARDWALK CAPITAL MANAGEMENT, Inc., Member FINRA/SIPC. 

Form ADV Part2

Contact

Boardwalk Capital Management
Office: (404) 343-2026
Fax: 866-923-4249

1275 E Rock Springs Rd, NE
Suite 200
Atlanta, GA 30306

scott@boardwalkcm.com

Facebook Twitter LinkedIn

Quick Links

  • Retirement
  • Investment
  • Estate
  • Tax
  • Money
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations