Indices Dow 40,287, +287 or +0.72%. Nasdaq 17,726, -672 or -3.65%. S&P 5,505, -110 or -1.96%. MSCI EAFE 2360.51, -57.80 or -2.39%. USD10Y 4.239%, +5.0bp or +1.93%. WTI Crude $82.20 bbl, +$1.56 or +1.93%. Markets Rotate Out of Tech, Biden Steps Aside Markets finally decided to take profits from the tech sector last week. The Nasdaq traded down substantially as
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. 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.
We can help you develop an investment plan that meets your savings goals and aligns with your values.
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. Marin County, San Francisco, San Rafael, Oakland, and Walnut Creek, 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.
Inflation Receding, Rate Cuts Imminent, Earnings Warning? – July 12 Market Recap
Indices Dow 40,000, +625 or +1.59%. Nasdaq 18,398 +215 or +1.18%. S&P 5,615, +48 or +0.86%. MSCI EAFE 2418.31, +55.37 or +2.29%. USD10Y 4.189%, -8.3bp or -1.94%. WTI Crude $82.20 bbl, +$1.56 or +1.93%. Inflation Receding, Rate Cuts Imminent, Earnings Warning? A disinflationary Consumer Price Index report on Thursday helped reassure the markets that Fed rate
Markets Consolidate Amid Slow Week – June 21 Market Recap
Indices Dow 39,150, +352 or +0.91%. Nasdaq 17,689 +1 or +0.01%. S&P 5,464, +33 or +0.61%. MSCI EAFE 2307.56, +1.15 or +0.05%. USD10Y 4.257%, +4.4bp or +1.04%. WTI Crude $80.64 bbl, +$2.16 or +2.75%. Markets Consolidate Amid Slow Week Markets traded flat to slightly up this past week amongst a dearth of economic and earnings news. Homebuilders Lennar (LEN) and