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Securities offered through H. Beck, Inc. (HBI), Member FINRA, SIPC. Investment advisory services offered through Capital Assets Planning, Inc., which is not affiliated with H. Beck, Inc. Investments will fluctuate in value and are subject to investment risks which may include loss of some or all of invested principal.
HBI Form CRS:https://bit.ly/HBeck-Disclosures
Capital Assets Planning, Inc. is a Registered Investment Advisor firm. Advisory Services Offered Through Capital Assets Planning, Inc. 1680 Kingsbridge Court Annapolis, MD 21401-6408
Tel: 703-204-9410; 1-800-410-3891; Email: cap@capdupras.com
Constance M. Dupras, CFP®, is an Investment Adviser Representative of Capital Assets Planning, Inc.Constance M. Dupras is a Registered Representative of H. Beck, Inc. Capital Assets Planning, Inc. and H. Beck, Inc. are unaffiliated.Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. 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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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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Four Things Investors Should Know About Stock Splits
If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
Calculators
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.