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.

June is a time to celebrate the LGBTQ+ community, reflect on decades of history and progress, and recommit to greater un...
06/03/2026

June is a time to celebrate the LGBTQ+ community, reflect on decades of history and progress, and recommit to greater unity and equality for all.

Swipe through for a few Pride Month facts that might surprise you — from the story behind the rainbow flag to the world's biggest parade.

Our team hopes you have a joyful Pride Month!
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

With the mid-point of the year approaching, we wanted to reach out and share a couple of tips that you can use to bolste...
06/02/2026

With the mid-point of the year approaching, we wanted to reach out and share a couple of tips that you can use to bolster 401(k) plan participation.

Regardless of whether you’re going through a participation slump or if you simply want to revamp your team’s experience with your plan offering, taking some time to re-evaluate how employees experience your 401(k) plan can make a big difference.

With that said, here are a few key ways employers can address the employee experience:

🔹 Audit the employee experience - Test enrollment and account-management processes internally to identify unnecessary steps, unclear instructions, or navigation issues that may discourage action.
🔹 Evaluate education accessibility - Ensure educational resources are concise, clearly labeled, and easy to find so employees do not abandon the process due to complexity.
🔹 Clarify the value proposition of participation - Frame messaging around real-world outcomes, such as long-term financial stability or maximizing employer-sponsored benefits.

Taking a structured mid-year approach allows employers to refine strategies before peak enrollment periods and helps maintain consistent engagement throughout the year. If you’d like support reviewing engagement trends or identifying practical next steps tailored to your organization, we’re always happy to connect.
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

As June marks the midpoint of the year, it can be a natural time to reflect on the first half of the year and the goals ...
06/02/2026

As June marks the midpoint of the year, it can be a natural time to reflect on the first half of the year and the goals you set.

Whether you’re continuing to move toward a current goal or setting a new one, the confidence to get started does not always come before the first step. Sometimes it grows with each one.

As we settle into this month, what is one dream or goal you are ready to pursue with a little more boldness in the second half of the year? Share it in the comments. We would love to hear what you are working toward.
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

May delivered a familiar tension. The U.S. economy expanded, driven by resilient consumer spending and surging AI invest...
06/02/2026

May delivered a familiar tension. The U.S. economy expanded, driven by resilient consumer spending and surging AI investment, while rising energy prices tied to the U.S.-Iran conflict stoked inflation and left the Federal Reserve in a holding pattern. Swipe through to learn more.

Know that we are closely tracking these complex markets for you. As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

🎙️ New episode of is now live.Opportunity Rarely Feels ComfortableIn this week’s episode, we explore why volatility is...
05/29/2026

🎙️ New episode of is now live.

Opportunity Rarely Feels Comfortable

In this week’s episode, we explore why volatility is not a flaw in investing — it’s a feature of long-term wealth creation.

Volatility feels uncomfortable.
But that discomfort may be the price of building lasting wealth.

The biggest takeaway:

Volatility is not something successful investors avoid — it’s something they learn to endure.

The investors who succeed over time are often the ones who prepare emotionally, stay disciplined, and recognize that opportunity rarely feels comfortable in the moment.

Discomfort is often where conviction is tested — where long-term returns are earned, and enduring wealth is created.

Think Independently.
Stray From The Herd.

🎧 Listen here:
https://podcasts.apple.com/us/podcast/volatility-is-the-price-of-opportunity/id1889950681?i=1000769975503



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

May is a month of meaningful celebrations, with holidays like Mother’s Day to milestones like graduations, reminding us ...
05/29/2026

May is a month of meaningful celebrations, with holidays like Mother’s Day to milestones like graduations, reminding us how quickly the years pass and how the connections we make can shape our lives in unexpected ways. This month, we’re sharing a story that perfectly captures just how small and serendipitous the world can be.

When Megan Lewis was in second grade, she was paired with a high school junior named Suzanne Koziol for a school pen pal assignment. They exchanged letters about favorite foods, hobbies, and future dreams, but, like many childhood projects, the letters were eventually tucked away and forgotten.

Three decades later, Lewis rediscovered those letters in a box of old mementos and looked up her former pen pal, only to realize Koziol was now Dr. Suzanne Koziol Pugh, the physician who delivered her two children. Neither of them knew their connection stretched back to a classroom assignment in the 1990s. As Pugh shared, “It really made us feel like I was meant to take care of her and we were meant to play a role in each other’s lives.”

Read the full story here:
https://www.goodnewsnetwork.org/woman-discovers-childhood-pen-pal-became-doctor-who-delivered-her-2-kids-my-mouth-dropped/
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!Whether your graduat...
05/28/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Your tax...
05/27/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.
For informational purposes only. Not investment advice. See disclosures in our profile and at www.claremarket.com

Today we pause to honor and remember the brave men and women who gave their lives in service to our country. Their coura...
05/25/2026

Today we pause to honor and remember the brave men and women who gave their lives in service to our country. Their courage, sacrifice, and dedication to protecting our freedoms will never be forgotten.

Wishing you a meaningful Memorial Day as we reflect with gratitude

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

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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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