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.

Slow Week Despite Hot Inflation Data – Mar 15 Market Recap

Indices  Dow 38,714, -8 or -0.02%.   Nasdaq 15,973, -112 or -0.70%.   MSCI EAFE 2325.12, -32.62 or -1.38%.   S&P 5,117, -6 or -0.12%.  USD10Y 4.304%, +21.5bp or +5.26%.  WTI Crude $81.01 bbl, +$3.17 or +4.07%. Slow Week Despite Hot Inflation Data  Markets didn’t much react to the hotter than expected Consumer and Producer Price Indices data this week. Perhaps that was

Fed in No Hurry to Cut Rates Amongst Conflicting Data – March 8 Recap

Indices  Dow 38,722, -365 or -0.93%.   Nasdaq 16,085, -189 or -1.16%.   MSCI EAFE 2357.74, +53.84 or +2.34%.  S&P 5,123, -14 or -0.27%.  USD10Y 4.089%, -9.1bp or -2.18%.  WTI Crude $77.84 bbl, -$1.89 or -2.37%. Fed in No Hurry to Cut Rates Amongst Conflicting Data Fed Chair Jerome Powell testified to Congress this week stating that there are no signs of recession and

Markets Continue Higher on Benign PCE Data – Mar 1 Market Recap

Indices  Dow 39,087, -44 or -0.11%.   Nasdaq 16,274, +278 or +1.74%.   MSCI EAFE 2303.90, +15.48 or +0.68%.   S&P 5,137, +48 or +0.94%.  USD10Y 4.18%, -8.0bp or -1.88%.  WTI Crude $79.73 bbl, +$3.16 or +4.13%.   Markets Continue Higher on Benign PCE Data.  The broader indices set new records this week as the data continued to reinforce the Fed’s “soft landing”