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Robert Stephen Capital Managment LLC

WELCOME

Robert Stephen Capital Management LLC is a dba of Streeter Moore and Stipe LLC which is a SEC Registered Investment Advisor specializing in financial planning and investment management. Our underlying philosophy is evident during the client process - identify "risk".  Understanding "risk" enables us to develop comprehensive, cohesive financial and investment strategies that allocate assets toward preserving, growing and/or providing lasting wealth for our clients.
 

Our firm is committed to making certain that any and all presented solutions are client-driven and never product-steered.  We are able to accomplish this by being "truly" independent - work with multiple investment custodians and independent providers.  Our loyalty belongs exclusively to our clients. 
 

We invite you to tour our website, where you will find additional information on our risk-first methodology and a wealth of information in the form of newsletter articles, calculators and research reports.

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Use this calculator to estimate how much income and savings you may need in retirement.

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

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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