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

Top Strategies for Charitable Giving

By Keith A. Rhodus on Feb 11, 2019

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.

But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.

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Finance Financial Missteps

By Keith A. Rhodus on Feb 4, 2019

Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make; start investing while you’re young; don’t loan money to friends with the expectation of getting it back,” have been around for generations, and most likely will survive the next few generations as well.

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Why Financial Advisors Are Still Important

By Keith A. Rhodus on Jan 28, 2019

With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors are starting to see, there are distinct advantages to speaking with a live person when determining just how you should invest your money.

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