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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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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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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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?