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. 


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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Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to concede the “good points” the other side make, or do you dismiss the whole argument? We encounter people and ideas every day, and, while most of us would like to think we are open-minded, human nature, being what it is, makes it extremely difficult to discard our preconceived opinions. So, we almost instinctively filter out the information that doesn’t support our preconceived notion or opinion, at least initially. Behavioral psychologists refer to this kind of selective thought process as “confirmation bias.”

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