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
Investment Management
Expertly manage risk while
building long-term wealth
We work closely with you to gauge your ability to assume risk. Then, we translate this understanding into an investment portfolio that can attain your financial goals while keeping within your risk tolerance. Financial planners / advisors Marin County and all north, east and south counties. San Rafael, CA, main financial advisor offices, with additional offices in SF and Oakland.
Fee Only Financial Planning
Develop your roadmap
to financial security
We help you create a comprehensive and flexible plan that sets you on a path to achieving your financial goals whether they be saving for a home, children’s education, retirement, or all three.
Retirement Focus
Determine the right
retirement investments
We can help you with your investment choices in your employer’s 401k, create a retirement plan for your business, and help you manage your investments to last you through retirement.
Stock Compensation
Maximize the value of your
well-deserved compensation
Get the guidance you need with the cash planning, tax implications and overall investment planning around your company stock plan.
Education Planning
Understand the tax and growth benefits of a college savings plan
We’ll help you with financial planning for your family’s education needs and guide your investments.
We can help you develop an investment plan that meets your savings goals and aligns with your values.
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. Marin County, San Francisco, San Rafael, Oakland, and Walnut Creek, CA offices 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.
Repricing Continues Given Rate Cut Disappointment – April 19 Market Recap
Indices Dow 37,986, +3 or +0.00%. Nasdaq 15,282, -893 or -5.52%. MSCI EAFE 2236.31, -53.45 or -2.33%. S&P 4,967, -156 or -3.05%. USD10Y 4.615%, +11.6bp or +2.58%. WTI Crude $82.70 bbl, -$2.82 or -3.30%. Repricing Continues Given Rate Cut Disappointment The Israeli retaliation for Iran’s drone and missile strike last week was largely ignored by the markets. In
Sticky Inflation Sinks Markets, Escalation in the Middle East – Apr 12 Market Recap
Indices Dow 37,983, -1,001 or -2.57%. Nasdaq 16,175, -74 or -0.46%. MSCI EAFE 2289.76, -27.60 or -1.19%. S&P 5,123, -81 or -1.56%. USD10Y 4.499%, +12.1bp or +2.76%. WTI Crude $85.52 bbl, -$1.21 or -1.40%. Sticky Inflation Sinks Markets, Escalation in the Middle East It was just a bad week all around and the weekend brought no respite. Wednesday and Thursday