top of page

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.

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Important Tax Breaks for Pass-Through Businesses

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

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Will You Pay a Medicare Surcharge?

The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Car Affordability

How much can you afford to pay for a car?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Plan Early Distribution

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

Impact of Inflation

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

bottom of page