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
Estate

Test Your Estate Strategy Knowledge

Share |
 

Related Content

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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

Trying Not to Forget It's Earth Day

April 22, 2020

With so much about our lives in some level of flux, it's easy to forget that today is Earth Day. The Covid-19 crisis is a reminder to give Mother Nature her due.

Signs of Stability, But a Tough Road Ahead

April 03, 2020

This email starts with a tough assessment of the current environment, and is a bit on the long side, but I hope you'll read to the end for some encouraging words from people who have been here before... As we have written recently,...

Finally. Some Good News

March 25, 2020

Investors who have been battered for three solid weeks of extreme volatility finally got a reprieve this week. After failing to agree on a stimulus package to support American workers and businesses on Monday, it would appear that...

 

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