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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.

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Explores how investment strategy changes once retirement begins.

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Covers benefits of personal umbrella insurance for large liability claims.

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This calculator can help you determine how soon you can pay off your mortgage.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much Disability Income Insurance do you need?

Will you be able to afford nursing home care?

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