Investment Services & Life Insurance
Welcome to Capital Portfolio Management
Planning for retirement today is different than it used to be!
Capital Portfolio Management offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family's future, Capital Portfolio Management is Maryland's preeminent investment advisor.
Whether you are a veteran of success or are just starting to manage your portfolio, Capital Portfolio Management can help you achieve your goals and surpass them in time.
We Offer Personalized Plans to Match Your Needs.
Why Choose Capital Portfolio Management?
Because creating an effective financial strategy can help turn your goals into a reality. Whether you are planning for your retirement, preparing for your child’s education, or putting a retirement strategy in place for your business, CPM can help. Time is a precious commodity, especially in today’s fast paced lifestyle. CPM aims to give you more of that all-important time to spend with family, building your business or whatever life throws at you next.
Fill out this simple form and we will contact you for your life insurance needs.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.
Here’s a quick guide to checking to see if you have unclaimed money.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn how to harness the power of compound interest for your investments.
There are a few things to consider when buying or leasing your next vehicle.