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.

Earnings Kick Off, Inflation Still Hot, The Fed Hammers Home its Message (January 14 Market Recap)

January 14 Market Recap – Earnings good (but markets hate them anyway), inflation bad, when the Fed tells you who they are, believe them.  Indices Dow 35,911 or (320) or (0.88%)  Nasdaq 14,893 or (42) or (0.28%)  S&P 4,677 (15) or (0.32%)  U.S. 10 Year Treasury Yield 1.77%, +1.8 bp or +1.0%  Q4 Earnings Season Kicks Off  Delta Air (DAL) and Taiwan Semiconductor (TSM) were the

The Grinch (The Fed) Steals the Santa Claus Rally (January 7 Market Recap)

January 7 Market Recap – Fed minutes spook the market, Treasuries sell off, yields soar, the Santa Claus rally suffers a huge hangover and earnings season kicks off.  Indices  Dow 36,231 or (104) or (0.29%)  Nasdaq 14,935 or (703) or (4.5%)  S&P 4,677 (85) or (1.8%)  U.S. 10 Year Treasury Yield 1.77% +25.6 bp or +16.9%  The Grinch (The Fed) Crushes the Santa Claus Rally.  After

Omicron, Covid Drugs, and Here Comes Santa Claus (Market Recap December 24)

December 24 Market Recap – Omicron worries fade, two oral Covid drugs are approved, and the decks are cleared for a Santa Claus Rally! Indices  Dow 35,950 or +585 or +1.7%  Nasdaq 15,653 or +485 or +3.2%  S&P 4,725 (record close) +105 or +2.3%  U.S. 10 Year Treasury Yield 1.495% +8.7 bp or +6.2%  Markets Rally during Short Week on Light Volume  After a bruising three-day selloff