Monday - Dow +174 to 29,276, NDAQ +108 to 9,628 (record) and the S&P +27 to 3,352 (record). AMZN led the NDAQ to record highs along with GOOG and NFLX. Tuesday - Dow flat to 29,276, NDAQ +10 to 9,638 (record) and the S&P +5 to 3,357 (record). The merger of T-mobile and Sprint was approved and their stocks surged 12% and 78% respectively...UA missed numbers and fell 19%...Fed Chair
INDEPENDENT
Investment Management
Manage your risk while
you build long-term wealth
We take the time to understand your ability to assume risk and translate this into an investment portfolio that can reach your financial goals.
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 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.
Market Recap January 27 – 31
Monday - Dow (453) to 28,535, NDAQ (175) to 9,139 and S&P (51) to 3,243. Concerns regarding the Coronavirus which has now claimed 81 lives and infected more than 2800 hit the market hard today. Almost all sectors were hit hard with the exception of the drug makers. Between last week and today, the 2020 gains made over the last 3 weeks have been wiped out. ABBV and JNJ have sent antiviral
2019 Recap and 2020 View
The markets gave us quite a ride in the last year of the decade. By the end of 2018, many investors were feeling snake bitten. However, the market roared out of the gate in 2019 and never slowed down. Large Cap US Stocks, as measured by the S&P 500 were up 9.07% for the 4th Quarter and 31.49% for the full year of 2019. We witnessed these companies continue to meet investors’ earnings