Dow 34,607 -762 or (2.2%) Nasdaq 15,115 -248 or (1.6%) S&P 4,458 -77 or (1.7%) U.S. 10 Year Treasury Yield 1.341%, +1.5 bp or 1.1% Growth Concerns Economic data continues to give concern to the markets. Though jobless claims were a new pandemic low, hiring is stagnant, and the JOLTS number showed a record 10.9 million job openings available. The Producer Price Index was
INDEPENDENT
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. Top 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.
Get your own family
financial coach
Get your own family financial coach. Although you may not have a lot to invest now, you will soon be making big financial decisions that will be a big part of your financial future, and you’ll want us on your team.
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. 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.
All Stop!!?? (Market Recap Week Ending September 3)
Market Performance Week Ending September 3 Dow 35,369 +308 or 0.88% Nasdaq 15,363 +691 or 4.7% S&P 4,535 +99 or 2.2% U.S. 10 Year Treasury Yield 1.326%, +1.1 bp or 0.84% Covid Hitting the Economy The rising surge of Covid-19 infections, hospitalization and deaths is starting to affect the economy. The economic data turned from “goldilocks” to concerning in the matter of
Taper Tantrum Avoided(Market Recap Week Ending Aug 27)?
Dow 35,061 +335 or 0.95% Nasdaq 14,672 +415 or 2.8% S&P 4,436 +68 or 1.5% U.S. 10 Year Treasury Yield 1.315%, +5 bp or 3.9% All Eyes on Jackson Hole Federal Reserve Chairman Jerome Powell accomplished Friday what previous Chair Ben Bernanke could not do in 2013, successfully inform the markets that the era of easy money was sliding beneath the horizon without spooking the