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InvestCapital LLC

4250 N Marine Drive, Suite 2128
Chicago, IL 60613

Phone:

(312) 493-3304

E-mail:

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Welcome to the Invest Capital Web site!
 

Important Links:

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Invest Capital Introductory Video

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Invest Capital Custodian Link

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The Tape Reader

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Portfolio Profiles:    Optimates      Palatini       OPUS

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Invest Capital Videos

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The Tape Reader Archives

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.

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Disability Income Insurance

How much Disability Income Insurance do you need?

Cash Flow Analysis

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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