Indices Dow 36,245, +855 or +2.42%. Nasdaq 14,305, +55 or +0.39%. MSCI EAFE 2130.49, +8.36 or +0.39%. S&P 4,594, +35 or +0.77%. USD10Y 4.226%, -24.6bp or -5.50%. WTI Crude $74.25/bbl, -$1.29 or -1.71%. Another Perfect Week! With the exception of Friday’s manufacturing data, which continued to reveal weakness, it was a perfect week of data and market
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.
Indices Higher, Crude, Inflation, Yields Lower – Nov 17 Market Recap
Indices Dow 34,947, +664 or +1.93%. Nasdaq 14,125, +327 or +2.36%. MSCI EAFE 2011.90, +88.98 or +4.42%. S&P 4,514, +99 or +2.24%. USD10Y 4.441%, -18.7bp or -4.04%. WTI Crude $75.84/bbl, -$0.54 or -0.71%. Indices Higher, Crude, Inflation, Yields Lower At this time last week, a potential government shutdown and the Moody’s downgrade of the United States’ credit
Government Shutdown and Moody’s Fallout Loom – Nov 10 Market Recap
Indices Dow 34,283, +222 or +0.65%. Nasdaq 13,798, +320 or +2.37%. MSCI EAFE 2011.90, -19.16 or -0.94%. S&P 4,415, +57 or +1.31%. USD10Y 4.628%, +7.0bp or +1.54%. WTI Crude $76.38/bbl, -$4.51 or -5.58%. Government Shutdown and Moody’s Fallout Loom It was a good week, a week of consolidating the gains won after the prior week's massive rally. However, on