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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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. 


When people’s attention eventually turns to planning their estate, they are suddenly confronted with a new language replete with the kind of legalese and Latin terms that only a lawyer can love, and that’s mainly because lawyers are typically the only people who can understand it. Among the more mysterious terms are the various types of trusts which are used in estate planning; and two of the more popular trusts in particular – Revocable Trusts and Irrevocable Trusts – are often confused with one another. Here we demystify these two popular and very useful estate planning tools.

The Difference between Revocable and Irrevocable Trusts in a Nutshell

The clue to understanding the primary difference between a revocable trust and an irrevocable trust is in their names:

Revocable – able to be invalidated

Irrevocable – impossible to revoke

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Tax Diversification

By Keith A. Rhodus on Mar 21, 2018

For Maximum Retirement Income You Need Tax Diversification

One of the most important tenets of investing for retirement is to diversify broadly for the best possible long-term returns in your portfolio. However, for the best possible outcome in generating maximum retirement income, special attention needs to be given to achieving optimal tax diversification. Conventional portfolio diversification focuses on blending together a mix of assets from across the spectrum of asset classes that creates the best opportunities to capture returns in any market environment while reducing portfolio volatility. Tax diversification focuses on blending together various types of investment vehicles with varying tax properties in order to minimize taxation on retirement income.

Two Retirement Investors and Two Very Different Paths

Jason, who has targeted $100,000 net income for retirement, converted his 401k plan, to which he made maximum contributions for most of his working life, to a Rollover IRA. Of course, he enjoyed significant tax deductions on his 401k contributions.

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Is it Time for REITs Again?

By Keith A. Rhodus on Mar 20, 2018

With many people still stinging from a housing market that, in many parts of the country, is still struggling to recover, any suggestion of adding real estate to an investment portfolio may fall on deaf ears. Unquestionably, the bloom has come off the rose in the real estate market; at least when compared with it’s heydays of the last couple of decades. These days the average investor seems perfectly content to leave whatever opportunities exist in the market to the real estate pros or institutional investors who can afford the risk and the illiquidity. The reality is that many sectors of real estate have performed extremely well in the last couple of years. However, most investors don’t have access to the capital needed or the opportunities that lie in other parts of the country, which is why it may be time to consider REITs (Real Estate Investment Trust) for your investment portfolio.

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