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.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
An increasing number have been developed to help individuals with their personal finances.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A few strategies that may help you prepare for the cost of higher education.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Technology tips to make your next trip even better.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
Even low inflation rates can pose a threat to investment returns.
A bucket plan can help you be better prepared for a comfortable retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you have causes that you want to support with donations? Here are three tips.