The investor's chief problem - and even his worst enemy - is likely to be himself.

- Benjamin Graham

Independent. Disciplined. Patient. Principled. Private.

 

Clare Market Investments, LLC, is a cutting-edge, technology-savvy, registered investment advisor and financial planning firm. We construct customized financial plans to serve as a blueprint for our clients' financial lives and to properly manage risk. In this fast-moving, data-driven world, we employ the latest technology to stay ahead of the market and to maximize risk-adjusted portfolio returns. 

 

 

Having a financial plan can give you the confidence to invest with your entire financial picture in mind. Affordable, accessible, and online, our self-guided, digital planning tools are backed by expert advice so you can begin building your financial future with the personalized support you need.

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Services

Investment Management

As your trusted advisor, our job is to help you address the complexities of today's marketplace with professional guidance, a disciplined process, proper resources and unceasing vigilance. It is our privilege to offer you this kind of service because in your busy life, you have better things to do than spending the kind of time it takes to keep up with the markets.

Financial Planning

We believe that working with a CERTIFIED FINANCIAL PLANNER TM affords our clients the highest level of competency, ethics and professionalism in the industry. The CFP® professional puts the client’s interest first, providing financial planning services only in the best interest of the client - a “fiduciary” standard.

Wealth E-Organizer

Helping clients organize their financial life with a customized digital wealth management portal: A dynamic offering that consolidates assets, tracks cash-flow, spending and savings, and providing online workshops, videos, and articles to educate how important financial decisions will impact their future. 

Blog

Infographic: First Time Investing for 20-Somethings

By Keith A. Rhodus on Jul 20, 2018

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*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2014-2018 Advisor Websites.

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Suddenly Disabled? Here’s What to do Next

By Keith A. Rhodus on Jul 18, 2018

While no one expects to become disabled, 1 in 4 Americans do so prior to retirement age. An accident, an unforeseen medical event, a catastrophic injury can all lead to temporary or permanent disability. So, what happens when you suddenly find yourself unable to work?

Most people turn to Social Security Disability. Unfortunately, the Social Security Administration offers limited disability benefits that are notoriously difficult to obtain. Difficulty aside, if you are lucky enough to obtain benefits, you won’t receive much. In 2018, the average Social Security Disability check is a mere $1,197 per month. And to make matters worse, it can take up to six months from the time you become disabled to receive your first disability check.

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Top 10 Financial Terms

By Keith A. Rhodus on Jul 17, 2018

If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their definitions.

Asset Backed Securities

Asset-backed securities are bonds or notes that are backed by assets such as credit card accounts receivable, auto loans, and home equity loans.

Blue Chips

Blue chips are well-established, well-recognized, financially stable companies.  Blue Chip companies offer a variety of products and services, have been in business for a number of years, have weathered economic downturns successfully, and have continued to offer stability and growth to investors.

Capital Asset

Your home, your car, your Picasso, even your stocks and bonds are considered to be capital assets. If you’re a business owner, anything you’ve purchased that has a longer life than one year, such as a computer, a printing press, or a warehouse, are considered capital assets.  

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