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 Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Keys to preparing to grow wealthy together.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Bucket lists don’t have to be for tomorrow.
Learn how to harness the power of compound interest for your investments.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investors seeking world investments can choose between global and international funds. What's the difference?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.