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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.

HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Life Expectancy

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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