BAY AREA INDEPENDENT INVESTMENT ADVISORS

Insight… Integrity… Experience…

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.

Inflation Lower, Tech Climbs Higher, Kitty Doubles Down – June 14 Market Recap

Indices  Dow 38,798, -209 or -0.54%.   Nasdaq 17,688 (record close), +555 or +3.24%.  S&P 5,431, +85 or +1.59%.   MSCI EAFE 2306.41, -62.56 or -2.64%.  USD10Y 4.213%, -30.1bp or -6.67%.  WTI Crude $78.48 bbl, +$3.10 or +4.11%.   Inflation Lower, Tech Climbs Higher Both the Consumer Price Index (CPI) and the Producer Price Index (PPI) surprised the markets with

Conflicting Signals and the Return of Roaring Kitty – June 7 Market Recap

Indices  Dow 38,798, +112 or +0.29%.   Nasdaq 17,133, +398 or +2.38%.  S&P 5,346, +68 or +1.29%.   MSCI EAFE 2368.97, +13.3 or 0.56%.   USD10Y 4.514%, -8.4bp or -1.86%.  WTI Crude $75.38 bbl, +$1.16 or +1.56%.   Conflicting Signals and the Return of Roaring Kitty  Markets cheered the fewest job openings since February 2021 on Tuesday with the release of April’s JOLTS

Rally Slows Amid Good Economic Data – May 24 Market Recap

Indices  Dow 39,069, -934 or -2.33%.   Nasdaq 16,920 (record high), +235 or +1.41%.  S&P 5,304, +1 or +0.02%.   MSCI EAFE 2358.87, -22.48 or -0.94%.   USD10Y 4.467%, +4.7bp or +1.06%.  WTI Crude $77.80 bbl, -$2.20 or -2.75%.  Rally Slows Amid Good Economic Data  The story of the week should have been the incredible results from chipmaker extraordinaire Nvidia (NVDA)