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 boutique registered investment advisor and financial planning firm that provides innovative solutions to select clientele. Clare Market Investments manages assets for affluent individuals and families, and provides investment management, financial planning, and multi-generational trust and philanthropic planning services. We are 100% privately-owned, with no sales incentives or proprietary products. Simply put, our goal is building lasting relationships based on trust and the creation of long-term value for our clients.

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

An Estate Planning Primer for Business Owners

By Keith A. Rhodus on Nov 16, 2017

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate. Yet, it is the one area of their financial picture that, if not thoroughly planned and managed, could have the most devastating consequences for their family and their business.

After spending their lives building a successful business, it’s not at all uncommon for the value of the business to comprise the vast majority of a business owner’s estate. Many business owners would like to see their business remain in the family after their death, or, at the very least, have their family be able to benefit financially if the business is to be sold. Without a well-conceived estate plan, with full consideration of the business as an estate asset, there is a high likelihood that the business will not survive an estate liquidation to cover settlement costs and taxes.

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CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time. It may seem OK to overshoot the goal, but if resources are being utilized in the wrong way – too inefficiently, too costly, too risky (or not the right kind of risks) – it will likely undermine the long term prospects of achieving it. And, you certainly don’t want to undershoot the goal because that could be disastrous. A gap analysis, a sort of snap shot of your current situation, will tell you what adjustments need to be made in your plan to get you on track.

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Charitable Giving with Purpose Magnifies Your Gifts

By Keith A. Rhodus on Nov 14, 2017

Most people of conscience, especially those who have done well for themselves, want to use their resources to do some good in the world. The problem is, as I’ve observed with many of my clients, their charitable giving tends to be somewhat haphazard, often centered on tax considerations; and many times it’s an emotional response that may or may not have the intended impact if at all. It’s not uncommon for some people to gift thousands of dollars each year – but for the sake of what? For what purpose? Sure it might make them feel better, for the moment, but is it having the optimal impact it could have for both the benefactor and the beneficiary? Are you giving with clarity of purpose or are you simply checking off your to do list?

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