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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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

Strengthening Social Security

A recent poll measured attitudes toward four potential changes to strengthen the Social Security system.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

HOT TOPIC: Tightening the Rules on Corporate Inversions

Understanding inversions and their implications on tax revenues, corporate taxes, and for shareholders of inverted companies.

More Newsletters →