Indices Dow 33,963, -655 or -1.89%. Nasdaq 13,211, -497 or -3.63%. MSCI EAFE 2,064.70, -43.52 or -2.06%. S&P 4,320, -130 or -2.92%. USD10Y 4.438%, +11.6bp or +2.68%. WTI Crude $90.35/bbl, -$0.85 or -0.93%. Fed Pauses but Signals Higher for Longer The week was dominated not by the Fed’s interest rate decision (no rate hike) but by Fed Powell’s subsequent
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. Top 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.
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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.
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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.
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Get the guidance you need with the cash planning, tax implications and overall investment planning around your company stock plan.
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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.
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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.
Oil Pushes Inflation Higher, Awaiting the Fed – Sep 15 Market Recap
Indices Dow 34,618, +42 or +0.12%. Nasdaq 13,708, -53 or -0.39%. MSCI EAFE 2,108.22, +34.2 or +1.65%. S&P 4,450, -7 or -0.16%. USD10Y 4.322%, +6.4bp or +1.50%. WTI Crude $91.20/bbl, +$3.97 or +4.55%. Oil Pushes Inflation Data Higher, Awaiting the Fed. Crude oil continued to climb higher on the back of news week before last that Saudi Arabia and Russia were
Crude Oil Continues to Surge – Market Recap Sep 8
Indices Dow 34,576, -261 or -0.75%. Nasdaq 13,761, -270 or -1.92%. MSCI EAFE 2074.02, -30 or -1.43%. S&P 4,457, -58 or -1.28%. USD10Y 4.258%, +8.5bp or +2.03%. WTI Crude $87.23/bbl, +$1.18 or +1.37%. Crude Continues to Surge Crude oil took another step up this week on the back of news that Saudi Arabia and Russia will both extend their voluntary production cuts