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.
Financial Guidance
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.
Legacy Planning Concepts
What you leave behind can be altered greatly by what you do when you are here...
LEARN MOREContact Us
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Helpful Content
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
College Savings
See how much you may need to save now to cover future college costs for your child.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?