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Estate

Why Everyone Needs an Estate Strategy

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Latest Blog Post

The Interesting Times of 2021

January 23, 2021

We do live in interesting and challenging times -- as humans, parents, citizens and investors. There is room for optimism despite very real challenges.

Updating the 60/40 portfolio for new realities

January 08, 2021

The conditions that made the 60/40 allocation work are no longer in place. Investors might still be able to meet their financial goals, however, without taking on large amounts of additional market or credit risk.

Portfolio Themes for a Non-Traditional Environment

November 04, 2020

A UNIQUE ENVIRONMENT It serves little purpose to call the markets “irrational”. Yet, the year 2020 has been like few others, with stock indexes defying gravity (and often logic) by making new highs despite a highly...

 

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Fax:866-923-4249

scott@boardwalkcm.com

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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.

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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

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