Indices Dow 42,863 (new record closing high), +511 or +1.21%. Nasdaq 18,342, +205 or +1.13%. S&P 5,815 (new record closing high), +64 or +1.11%. MSCI EAFE 2418.74, +5.71 or +0.24%. USD10Y 4.073%, +9.2bp or +2.31%. WTI Crude $75.56 bbl, +$1.11 or +1.49%. New Highs on Light Data, Q3 Earnings Season Begins Inflation data was mixed this week. While month-over-month
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.
Great Data, Markets Consolidate Gains – Oct 4 Market Recap
Indices Dow 42,352 (new record closing high), +39 or +0.09%. Nasdaq 18,137, +18 or +0.10%. S&P 5,751 +13 or +0.22%. MSCI EAFE 2413.03, -93.66 or -3.74%. USD10Y 3.981%, +23.2bp or +6.19%. WTI Crude $74.45 bbl, +$5.81 or +8.46%. Great Data, Markets Consolidate Gains It was a nearly perfect week with regard to economic data. The JOLTS number showed more jobs
More Good Inflation News Sep 27 Market Recap
Indices Dow 42,313 (new record closing high), +250 or +0.59%. Nasdaq 18,119, +171 or +0.95%. S&P 5,738 +36 or +0.63%. MSCI EAFE 2506.69, +85.76 or +3.54%. USD10Y 3.749%, +2.1bp or +0.56%. WTI Crude $68.64 bbl, -$2.61 or -3.66%. More Good Inflation News While there were several economic data points last week, only two really mattered with regard to the