Welcome to the Invest Capital Web site!
Important Links:
Invest Capital Introductory Video
Invest Capital Custodian Link
Portfolio Profiles: Optimates Palatini OPUS
Invest Capital Videos
This web site provides you with insights into the client-driven focus of Invest Capital. In the links below there is an abundance of educational material about the basic concepts of financial management. Calculators are included that help with many aspects of your personal wealth financial management. You can delve quite deeply into many financial topics utilzing the Resources tab at the top of this page. The Resources Tab includes articles, flipbooks, newsletters and videos on many financial topics. I hope you take advantage of this resource and visit our web site often.
Newsletters
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HOT TOPIC: Real Estate Commission Changes Around the Corner
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Car Affordability
How much can you afford to pay for a car?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?