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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.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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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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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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

Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate how much income and savings you may need in retirement.

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

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