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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.

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Online Shopping in the Tariff Era

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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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Car Affordability

How much can you afford to pay for a car?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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