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: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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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Car Affordability
How much can you afford to pay for a car?