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Securities are offered through H. Beck, Inc. (HBI), Member FINRA, SIPC,and are not insured by the FINRA, SIPC nor are they obligations of or guaranteed by HBI or CAP or any other affliated entity. Investments will fluctuate in value and are subject to investment risks which may include loss of some or all of invested principal. H. Beck, Inc. and Capital Assets Planning, Inc. are not affiliated.
Capital Assets Planning, Inc. is a Registered Investment Advisor firm. Advisory Services Offered Through Capital Assets Planning, Inc. Tel: 703-204-9410; 1-800-410-3891; Email: cap@capdupras.com
Constance M. Dupras,CFP® is currently registered to offer investment products to residents of AL, AR, CA, CO, CT, DC, DE, FL, HI, KY, MA, MD, ME, MN, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI. Please inform her if you are a resident of another state so proper licensing may be obtained before advice is offered.
CAP Clients: Click here to link to your Portfolio Client Statements
Newsletters
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Is It Time to Step Up Your Digital Marketing?
Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.