Indices Dow 33,745 -2 or -0.01%. Nasdaq 11,146 -177 or -1.6%. S&P 3,965 -27 or –0.68%. USD10Y 3.818% +0.5bp or +0.13%. WTI Crude $80.08 bbl -$11.72 or –12.76%. Wholesale Prices Confirm Last Week’s CPI Print All in all, it was a boring week. The highlight of the five trading days was that wholesale prices (PPI) continued to decline and thus confirmed last week’s
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.
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 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.
Inflation Finally Shows Signs of Receding, Markets Rip Higher (November 11 Market Recap)
Indices Dow 33,747 +1,344 or +4.1%. Nasdaq 11,323 +848 or +8.1%. S&P 3,992 +222 or +5.9%. USD10Y 3.813% -34.5bp or –8.3%. WTI Crude $91.80/bbl -$0.78 or –0.84%. Inflation Finally Shows Signs of Receding Headline inflation finally dropped materially in October at +7.75% year-over-year (YoY) vs last month’s +8.2% print. Month-over-month (MoM) headline inflation rose
Powell Scares Market During Q & A (November 4 Market Recap)
Indices Dow 32,403 -458 or –1.4%. Nasdaq 10,475 -627 or –5.6%. S&P 3,770 -131 or -3.4%. USD10Y 4.010% +14.6bp or +3.6%. WTI Crude $92.61 bbl +$6.49 or +7.5%. Powell Scares Market During Q & A As expected, the Federal Reserve Open Market Committee (FOMC) raised rates another 0.75% for a fourth consecutive meeting. Wednesday’s increase makes a total of six rate