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...
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Helpful Content
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Surprises
Making the most of surprises is a great reason to work with us.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Business Cycle
How will you weather the ups and downs of the business cycle?