INDEPENDENT FINANCIAL ADVISORS

Insight… Integrity… Experience…

MWA VIRTUAL ADVISOR

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. 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 or Recession? May 20 Market Recap

Inflation or Recession?  Indices  Dow 32,196 (935) or (2.9%)  Nasdaq 11,805 (451) or (3.8%)  S&P 4,023 (122) or (3.1%)  USD10Y 2.935% (14.8bp) or (5.0%)  S&P Falls into Bear Market Territory  Unlike last week when the S&P traded down to begin Friday’s session and stopped just shy of bear market territory, this Friday the index traded down more than 20% from its all-time

Market Bottom or Bear Trap? (May 13 Market Recap)

May 13 Market Recap – Market Bottom or Bear Trap?   Indices  Dow 32,196 (703) or (2.1%)  Nasdaq 11,805 (339) or (2.8%)  S&P 4,023 (108) or (2.6%)  USD10Y 2.935% (18.8bp) or (6.0%)  Friday Rally Spares the Markets a Truly Awful Week  The S&P traded down to begin Friday’s session, stopped just shy of bear market territory (defined as down 20% from its high) and rallied to

Fed Does What It Said, Markets Convulse but Finish Relatively Flat.

Fed Does What It Said, Markets Convulse but Finish Relatively Flat. May 6 Market Recap – Fed Does What It Said, Markets Convulse but Finish Relatively Flat.  Indices  Dow 32,899 (78) or (0.24%)  Nasdaq 12,144 (190) or (1.5%)  S&P 4,131 (8) or (0.19%)  USD10Y 3.123% +23.6bp or +8.2%  The Fed, the Fed, the Fed  The Fed announced that they would increase the Federal Funds rate