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Marin Wealth Advisors

Insight. Integrity. Experience.

Years of experience and exposure to multiple market cycles have taught us what works and what doesn’t when it comes to investing. These insights help our clients in Marin County, the San Francisco Bay Area, and beyond optimize their returns while avoiding unnecessary risk. We also offer another financial advantage: low fees.

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.

Stock Compensation Taxation

As the tax filing deadline approaches us again this year, I thought I’d write a quick summary of taxation of Stock Compensation. Each of the three types of stock compensation discussed below are taxed differently so it is important to be informed as to how each is treated by the tax code in order to avoid expensive mistakes. (Please remember that these are general concepts and that for any

2018 Stock Market Review

After a long run, the US markets showed us in 2018 that they can go down. For the first time since 2008 the S&P 500 was down -4.38% for the year. What caused this is up for debate, but the word “uncertainty” was a key. Uncertainty about global growth, global trade, rising interest rates all weighted upon the market. Valuations were high coming into 2018, so companies needed to really post

Financial CyberSecurity Today

At a recent CyberSecurity forum sponsored by State Street Global Advisors, several of us at Marin Wealth Advisors were fortunate enough to hear Professor Jason Healey, Senior Research Scholar @ Columbia University School for International and Public Affairs recommendations regarding personal cybersecurity. They comprised 6 main takeaways. To wit... 1. On the 2nd Tuesday of each month, Microsoft