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

How to Choose the Right Life Insurance Professional

By Keith A. Rhodus on May 25, 2018

The decision to buy life insurance is one of the most important a person can make in their financial lives, and buying a life insurance policy can be one of the more difficult things a person does. Why? Because life insurance is a complex financial instrument full of many different moving parts that people need to be able to understand. The more perplexing aspect of the life insurance purchase is the fact that there are literally hundreds of different companies, and thousands of different products from which to choose. It’s no wonder that people tend to procrastinate when it comes to buying life insurance.

Solid guidance from a well qualified life insurance professional can ease the process of buying a policy and instill the peace-of-mind that the right plan is in place. A life insurance purchase is a long term commitment, and because the financial security of your family is at stake, it is vitally important to know that you have the right type of product, the right amount of coverage and that you know exactly how your plan will work for you.

Keys to Choosing a Life Insurance Professional

First Know Thyself

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With more than 10,000 Baby Boomers crossing the retirement threshold every day, the Social Security check writing machine has kicked into overdrive. Following a tumultuous decade in which pre-retirees and retirees saw their 401k plans rocked by two stock market crashes, two recessions and a financial crisis, an increasing number of people are more reliant on Social Security benefits than ever before. And, while the temptation to start taking benefits at the normal Social Security retirement age  of 66, or even earlier at age 62 is great, retirees may be leaving tens of thousands of dollars on the table by not waiting as long as they possibly can to tap Social Security.

How Your Social Security Retirement Age Affects Your Benefits

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Taxes and Your Home Based Business

By Keith A. Rhodus on May 23, 2018

One of the advantages of running your own business from your home is that you get to be yourself all of the time. But, it is important that you don’t lose sight of the fact that you are also a business. That fact is not lost on the IRS who takes a special interest in home-based businesses and their profits and losses. You’re in business to make a profit, and the IRS wants its share. If you generate too many losses, the IRS will question your legitimacy as a business.

Here’s your home-based business guide for staying on the right side of the IRS:

Give Your Business Some Space

Mixing your business and home life can prove to be very taxing if the IRS disallows your business deductions because they don’t “see” an actual business. Operating your business out of your kitchen or a corner of your bedroom may be convenient, but, if your business documents are mixed in with your personal stuff, the IRS is likely to view them as personal. If your business supplies and resources are also used in your personal life, their cost may not qualify as a business expense.

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