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.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This article may help you maximize the benefits of your donation for your chosen charity.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like old receipts in a junk drawer.
Would you guess that Millennials are effectively saving for retirement? Well, they are.