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. 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.

Fed Pauses but Signals Higher for Longer – Sep 22 Market Recap

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

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