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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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.