Indices Dow 39,511, +836 or +2.16%. Nasdaq 16,340, +184 or +1.14%. S&P 5,222, +95 or +1.85%. MSCI EAFE 2346.16, +36.67 or +1.59%. USD10Y 4.503%, +0.3bp or +0.07%. WTI Crude $78.20 bbl, +$0.07 or +0.09%. Markets Close in on Record Highs, Inflation Data Awaits Despite very few data points last week, markets rallied on a higher-than-expected Initial Jobless
Investment
Management
Build long-term wealth
with expert risk management
We investigate your tolerance and ability to assume investment risks. Using this data, our expert advisors can craft a portfolio that remains within your risk tolerance while achieving your financial goals.
Fee Only Financial Planning
Expert planning produces
financial security
Fee-only investment management, financial planning at an hourly rate. No commission, no conflict of interest. Let us create an investment portfolio plan to achieve your financial goals.
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with the right investments
Get retirement planning, investment advice, and portfolio management that’s a cut above. We can guide your choices in your employer’s 401k, Defined Benefit Plans, Rollover accounts, and business retirement planning.
Stock Compensation
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stock compensation advisors
Maximize your stock compensation with our help. Our expert investment advisors can manage your cash planning and provide an understanding of tax implications.
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Power a college savings plan
for growth and tax benefits
We can craft a college savings plan that will support the education needs of your family. Put the power of growth and tax benefits to work. Let us help you reach your educational dreams.
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making big financial decisions
Get your own family financial coach. Although you may not have a lot to invest now, you will soon be making big financial decisions that will be a big part of your financial future, and you’ll want us on your team.
RETIREMENT FINANCIAL PLANNING
Don’t Let Poor Planning Ruin Your Retirement
No matter your age, a Marin Wealth Advisors retirement planner can help you invest in your future.
Marin Wealth Advisors
Insight. Integrity. Experience.
Years of exposure to up-and-down and mixed market cycles have taught us what works and what doesn’t in the art and science of investing. These insights and experience directly help our clients in optimizing their returns while avoiding unnecessary risk. Walnut Creek, Marin County, San Francisco, and Oakland, CA offices providing financial advisors and planners – we offer another advantage for our clients: fee only charging.
Our Philosophy
Every client, large or small, deserves honest and independent investment advice.
Investment management should be done by a Fiduciary.
Individual clients should pay no more than large institutions for investment management.
Investment decisions should be driven by each client’s investment goals and risk profile.
Markets Whipsaw Higher – May 3 Market Recap
Indices Dow 38,675, +382 or +1.26%. Nasdaq 16,156, +229 or +1.44%. MSCI EAFE 2309.49, +34.17 or +1.50%. S&P 5,127, +28 or +0.55%. USD10Y 4.50%, -16.9bp or -3.62%. WTI Crude $78.13 bbl, -$5.54 or -6.62%. Markets Whipsaw Higher Markets traded down sharply early in the week in response to an economic report that was previously never paid attention to, the
Markets Rebound Despite Disappointing GDP and Meta Reports – April 26 Market Recap
Indices Dow 38,293, +253 or +0.66%. Nasdaq 15,927, +645 or +4.22%. MSCI EAFE 2275.32, +39.01 or +1.74%. S&P 5,099, +132 or +2.66%. USD10Y 4.669%, +5.4bp or +1.17%. WTI Crude $83.67 bbl, +$0.97 or +1.17%. Markets Rebound Despite Disappointing GDP and META Reports The major indices all rebounded strongly this week despite economic releases and corporate