November 19 Market Recap – Reports of the consumer’s demise greatly exaggerated. Retailers crush their earnings numbers. Covid surge at home and abroad. Next week: markets closed on Thursday, close early on Friday, a slew of economic releases and possibly a new Fed Chairperson. Indices Dow 35,601 (499) or (1.4%) Nasdaq 16,057 +197 or 1.2% S&P 4,697 +15 or 0.32% U.S. 10 Year
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
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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.
November 12 Market Recap
November 12 Market Recap – Markets consolidate after huge rally to begin the quarter. Inflation shows no sign of abating. Big miss at Disney. GE and JNJ splitting up. Next week big box store earnings, retail sales and a virtual summit between President Biden and Chines President Xi Jinping. Indices Dow 36,100 (227) or 0.62% Nasdaq 15,860 (111) or 0.69% S&P
November 5 Market Recap
November 5 Market Recap - Markets soared on the continued third quarter earnings bonanza. Despite good economic data, the 10-year Treasury yield fell precipitously, perhaps due to Fed’s tapering announcement. Next week another inflation data point. Dow 36,327 +508 or 1.4% Nasdaq 15,971 +473 or 3.0% S&P 4,605 +92 or 2.0% U.S. 10 Year Treasury Yield 1.564%, (11.3 bp) or