Insight… Integrity… Experience…


Experience the Convenience

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.

Damn the Growth! Tapering Full Speed Ahead! (Market Recap Week Ending September 10 )

Dow 34,607 -762 or (2.2%)   Nasdaq 15,115 -248 or (1.6%)  S&P 4,458 -77 or (1.7%)  U.S. 10 Year Treasury Yield 1.341%, +1.5 bp or 1.1%  Growth Concerns   Economic data continues to give concern to the markets. Though jobless claims were a new pandemic low, hiring is stagnant, and the JOLTS number showed a record 10.9 million job openings available. The Producer Price Index was

All Stop!!?? (Market Recap Week Ending September 3)

Market Performance Week Ending September 3  Dow 35,369 +308 or 0.88%   Nasdaq 15,363 +691 or 4.7%  S&P 4,535 +99 or 2.2%  U.S. 10 Year Treasury Yield 1.326%, +1.1 bp or 0.84%  Covid Hitting the Economy  The rising surge of Covid-19 infections, hospitalization and deaths is starting to affect the economy. The economic data turned from “goldilocks” to concerning in the matter of

Taper Tantrum Avoided(Market Recap Week Ending Aug 27)?

Dow 35,061 +335 or 0.95%   Nasdaq 14,672 +415 or 2.8%  S&P 4,436 +68 or 1.5%  U.S. 10 Year Treasury Yield 1.315%, +5 bp  or 3.9%  All Eyes on Jackson Hole  Federal Reserve Chairman Jerome Powell accomplished Friday what previous Chair Ben Bernanke could not do in 2013, successfully inform the markets that the era of easy money was sliding beneath the horizon without spooking the