The first half of 2020 has concluded which means we have been living life with Covid-19 for the better part of a full quarter. After a dismal Q1, the second quarter bounced back ferociously with the Dow and S&P enjoying their best quarters since 1987 and 1988 respectively and the Nasdaq having its best quarter since 1999. However, the economy is struggling, with record unemployment claims and
INDEPENDENT
Investment Management
Expertly manage risk while
building long-term wealth
We work side-by-side with you to understand 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.
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.
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
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Now you can get professional investment advice online
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 SF Bay Area clients in optimizing their returns while avoiding unnecessary risk. Low fee financial planners and advisors – we offer another advantage for our clients: always 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.
Q1 Market Review
This quarter saw the dawn of a new decade that will only be remembered for the human and economic carnage caused by the global pandemic of Covid-19. Our entire vocabulary has changed with phrases such as “flattening the curve” and “shelter in place”. As the globe responded to the pandemic, markets and economies were dramatically impacted. Volatility returned at levels unseen since the financial
Market Recap Week Ending April 17
Monday - Dow (328) to 23,390 NDAQ +38 to 8,192 and the S&P (28) to 2,789. The Dow rallied throughout the day from the lower levels at which it opened and closed down 1.4%. The S&P also closed down just over 1% but the NDAQ squeaked out a gain of 0.50% based on big rallies from tech stocks including Apple (AAPL) +2%, Amazon +6% (beginning to ship nonessential items again), and Netflix