Insight… Integrity… Experience…


Experience the Convenience

Now you can get professional investment advice online - Marin County and all area counties.

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. San Rafael, 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.

November 19 Market Recap

November 19 Market Recap – Reports of the consumer’s demise greatly exaggerated. Retailers crush their earnings numbers. Covid surge at home and abroad. Next week: markets closed on Thursday, close early on Friday, a slew of economic releases and possibly a new Fed Chairperson.  Indices  Dow 35,601 (499) or (1.4%)   Nasdaq 16,057 +197 or 1.2%  S&P 4,697 +15 or 0.32%  U.S. 10 Year

November 12 Market Recap

November 12 Market Recap – Markets consolidate after huge rally to begin the quarter. Inflation shows no sign of abating. Big miss at Disney. GE and JNJ splitting up. Next week big box store earnings, retail sales and a virtual summit between President Biden and Chines President Xi Jinping.  Indices Dow 36,100 (227) or 0.62%   Nasdaq 15,860 (111) or 0.69%  S&P

November 5 Market Recap

November 5 Market Recap - Markets soared on the continued third quarter earnings bonanza. Despite good economic data, the 10-year Treasury yield fell precipitously, perhaps due to Fed’s tapering announcement. Next week another inflation data point.  Dow 36,327 +508 or 1.4%   Nasdaq 15,971 +473 or 3.0%  S&P 4,605 +92 or 2.0%  U.S. 10 Year Treasury Yield 1.564%, (11.3 bp) or