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Invest Capital LLC

4250 N Marine Drive, Suite 2128
Chicago, IL 60613

Phone:

(312) 493-3304

E-mail:

Registered Investment Adviser

 

Welcome to the Invest Capital Web site!

Important Links:

Invest Capital Introductory Video

Invest Capital Custodian Link

The Tape Reader

Portfolio Profiles:    Optimates      Palatini       OPUS

Invest Capital Videos

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.

 

 

 

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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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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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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

How Long Will Your Funds Last?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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

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