Clare Market Investments, LLC

Clare Market Investments, LLC Independent. Disciplined. Patient. Principled. Private. Registered Investment Advisor. Serving individuals, families, and small businesses.

Please see claremarket.com for more information and important disclaimer Clare Market Investments, LLC, is a cutting-edge, technology-savvy, Registered Investment Advisor and Financial Planning firm that provides innovative investment management and comprehensive planning solutions to select clientele. Clare Market Investments manages assets for individuals, families, and small businesses. We cons

truct customized financial plans to serve as a blueprint for our clients' financial lives and to proactively manage risk. In this fast-moving, data-driven world, we employ the latest technology to create dynamic portfolios and to maximize risk-adjusted portfolio returns. We are 100% privately-owned, with no sales incentives or proprietary products. As fiduciaries, our goal is building lasting relationships based on trust, integrity, and the creation of long-term value for our clients. Please visit our website claremarket.com for important disclosures and to learn more.

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of...
09/02/2026

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of space, these are the kinds of milestones that remind us of what becomes possible when human ingenuity, courage, and determination come together.

Here are three we are celebrating this month:

🫀 September 2, 1952 - At the University of Minnesota, the University of Minnesota surgical team (Drs. F. John Lewis, C. Walton Lillehei, Mansur Taufic, and Richard Varco) performed the first successful open-heart surgery using a technique called hypothermia, often called “code chill” or “code cool,” to temporarily stop the heart's blood flow.

🚀 September 5, 1977 - NASA launched the Voyager 1 spacecraft, which has since become the most distant human-made object ever to travel through space. Onboard is the Golden Record, a carefully assembled message from Earth intended for any extraterrestrial life that may find it.

🏗️ September 30, 1935 - In the middle of the Great Depression, construction on the Hoover Dam commenced, a monumental feat of engineering that was finished two years ahead of schedule.
These moments continue to inspire us to think bigger, reach further, and never underestimate what is possible.

Which of these September milestones resonates with you the most? Drop a comment and let us know!
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
09/01/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus f...
08/31/2026

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future.
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matt...
08/30/2026

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matter in the financial world. Each of these three indicators offers a different perspective on pricing trends and the broader economy. Swipe through to learn more.

If you have questions about how inflation or market conditions may impact your financial strategy, our team is here to help. Contact us anytime to start the conversation.
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by stron...
08/29/2026

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by strong friendships. This month, we are sharing a story about five friends whose bond has proven that no matter how much life changes, some connections only grow stronger with time.

Since 1982, John Wardlaw, Mark Rumer-Cleary, Dallas Burney, John Molony, and JD Dickson have been returning to the same cabin on Copco Lake in California to recreate the same photo. The same five friends, the same spot, every five years.

What started as a spontaneous snapshot taken when they were 19 has become a four-decade tradition that neither distance nor time has been able to interrupt. This story serves as a beautiful reminder that strong friendships are built around showing up for one another, year after year, no matter what life brings.

Read the full story here:
https://www.goodnewsnetwork.org/5-friends-take-same-photo-for-over-4-decades/
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

Happy Raksha Bandhan! Today, we celebrate the special bond between siblings—built on love, support, protection, and life...
08/28/2026

Happy Raksha Bandhan! Today, we celebrate the special bond between siblings—built on love, support, protection, and lifelong memories.

Wishing you and your family a joyful day filled with meaningful moments and cherished traditions. đź’›
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings m...
08/28/2026

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings may need to go further than you initially expected. This also means your financial strategy should be built to support an extended retirement. Swipe to learn more.

If you have questions about your retirement strategy or want to ensure your plan is built for the long term, contact us today. We are here to help.
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

A large position in one stock, business, or other asset can increase risk, especially if that position has grown over ti...
08/27/2026

A large position in one stock, business, or other asset can increase risk, especially if that position has grown over time.
Now is a good time to evaluate how much of your net worth is tied to a single asset and consider whether adjustments may be appropriate. Reviewing potential tax implications and exploring gradual rebalancing or diversifying strategies can help create a more balanced approach.

Our team can help you assess your exposure and identify strategies that align with your long‑term goals. Connect with us to start the conversation.
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

Late 401(k) deposits are more than just a timing issue. They can quickly turn into a compliance risk for plan sponsors. ...
08/27/2026

Late 401(k) deposits are more than just a timing issue. They can quickly turn into a compliance risk for plan sponsors. If employee contributions are not deposited on time, it may trigger penalties, require corrections, and add an administrative burden. Swipe to learn more.

If you have questions about plan compliance or need assistance reviewing your processes, contact us today. We are here to help you stay on track.
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

When it comes to strengthening your benefits package, a 401(k) employer match can play a key role in supporting both you...
08/26/2026

When it comes to strengthening your benefits package, a 401(k) employer match can play a key role in supporting both your employees’ financial futures and your business goals. If you are considering offering or enhancing a 401(k) match, there are a few important insights to keep in mind. Swipe to learn more.

If you have questions about implementing or optimizing a 401(k) match, reach out to us today. We are here to help.

For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

Address

2620 State Street, TX 75204
Dallas, TX
75209

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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