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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.

Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Taxable Equivalent Yield

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

Tax-Deferred Savings

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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