BAY AREA INDEPENDENT INVESTMENT ADVISORS

Insight… Integrity… Experience…

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.

Hot Inflation Data Cools Domestic Markets – Feb 16 Market Recap

Indices  Dow 38,628, -43 or -0.11%.   Nasdaq 15,776, -214 or -1.35%.   MSCI EAFE 2257.21, +32.01 or +1.44%.   S&P 5,005, -21 or -0.42%.  USD10Y 4.295%, +10.8bp or +2.58%.  WTI Crude $79.17/bbl, +$2.57 or +3.36%.   Hot Inflation Data Cools Domestic Markets  Higher than expected Consumer Price and Producer Price Indices paused market momentum and instigated profit taking

Dow & S&P Set New Records Again Amidst Positive Earnings Reports – Feb 9 Market Recap

Indices  Dow 38,671, +17 or +0.04%.   Nasdaq 15,990, +362 or +2.32%.   MSCI EAFE 2225.20, +2.02 or +0.09%.  S&P 5,026 +68 or +1.37%.  USD10Y 4.187%, +15.4bp or +3.82%.  WTI Crude $76.60/bbl, +$4.32 or +5.98%.    Dow & S&P Set New Records Again Amidst Positive Earnings Reports.  The week started slowly as a buoyant U.S. Services (especially the ISM report)

GIDDYUP! Economy Roaring, S&P & Dow Set New Highs, Rate Cuts on Hold – Feb 2 Market Recap

Indices  Dow 38,654, +545 or +1.43%.   Nasdaq 15,628, +173 or +1.12%.   MSCI EAFE 2223.18, +0.44 or +0.01%.  S&P 4,958 +128 or +2.65%.  USD10Y 4.033%, -12.7bp or -3.05%.  WTI Crude $72.28/bbl, -$5.85 or -7.49%.   GIDDYUP! Economy Roaring, S&P and Dow Set New Highs, Rate Cuts on Hold.  What a week it was! Earnings at Meta (META) and Amazon (AMZN) had the street