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

30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be considered the early years before your true confidence shines, in your career, in your relationships, or even in yourself. Either way, your 30s are an incredible age when you’re comfortable with a bright future ahead.

The same can be considered for your financial planning. By thirty, debts should be under control or non-existent. But just because your ‘fun fund’ may be growing, doesn’t mean it should be spent. Most financial professionals agree that this age is the perfect time to start tackling these three financial goals:

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Infographic: What's Your Risk Management Plan?

By Keith Rhodus on Sep 25, 2017

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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 2014-2016 Advisor Websites.

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Why Bear Markets Don’t Matter

By Keith Rhodus on Sep 22, 2017

If you’ve been listening to the financial media of late you have no doubt heard some of the so-called experts prognosticating on the prospect of the next big bear market. Unquestionably, the stock market is at another crossroads, and its 7 percent increase year-to-date belies the concerns that most people have over the global economy. So, gloom and doom forecasts by a media anxious to sell papers or air time, should not be at all surprising. Even if we were to buy into the media hype, should we be at all concerned? In the overall scheme of things, should bear markets even matter to us?

Bear Markets are Healthy for Long Term Returns

We submit that the only thing about bear markets that should matter to investors is how they react to them. First, on one should be surprised when a bear market occurs. They happen with some regularity. While we can’t really predict when they will occur, we know that they will.  And we also know that they will eventually give way to another bull market. In fact, there have been 23 bear markets in the last 100 years, each followed by a bull market.

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