Capstone Partners Financial and Insurance Services is pleased to have you visiting our web site. Please spend a few moments where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We, at Capstone Partners, have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.


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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Disability Income Insurance

How much Disability Income Insurance do you need?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Women Lack Life Insurance

Why women need life insurance, whether they are breadwinners, co-providers, or a stay-at-home parent.

Overcoming Retirement Challenges

Four common obstacles to saving for retirement with suggestions on how to get back on track.

Turbulent Times in Emerging Markets

Emerging market investments may have the potential for higher average returns over the long term, but there are risks.

Meet the Greeks: Alpha and Beta

This article explains how alpha and beta measures can be used to compare investments.

More Newsletters →