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.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
In the face of divorce, making changes to insurance coverage may be overlooked.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
It's important to make sure your retirement strategy anticipates health-care expenses.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Check out this video to begin separating fact from fiction.
When should you take your Social Security benefit?
What is your plan for health care during retirement?
Savvy investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.