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.

Peak Inflation Finally? (Market Recap August 12)

Indices  Dow 33,761 +958 or +2.9%.  Nasdaq 13,047 +390 or +3.1%.  S&P 4,280 +135 or +3.3%.  USD10Y 2.849% +0.9bp or +0.32%.  WTI Crude $91.88/bbl +3.2%.  Peak Inflation Finally?  The markets rallied strongly this week off the back of three phenomenal inflation reports which showed prices finally moderating. While many analysts predicted that the Headline CPI number would

Surprise Economic Data & Earnings, All Eyes on Wed Core CPI (Aug 5 Market Recap)

Indices  Dow 32,803 (42) or (0.12%).  Nasdaq 12,657 +267 or +2.2%.  S&P 4,145 +15 or +0.36%.  USD10Y 2.84% +19.8bp or +7.5%.  WTI Crude $89.01/bbl (8%).  Surprise Economic Data & Earnings  Strong economic data gave a huge boost to the markets this week. Both the July Manufacturing and Services PMI numbers came in better than expected. June Factory Orders were

Dovish Fed, Apple/Amazon Surprise, Lead Markets Higher (July 29 Market Recap)

Indices  Dow 32,845 +946 or +3.0%.  Nasdaq 12,390 +556 or +4.7%. S&P 4,130 +169 or +4.3%.  USD10Y 2.642% (14.1bp) or (5.0%). Dovish Fed Comments  Despite raising rates 75bp as expected, it was Fed Chair Jerome Powell’s comments in his press conference that caught the attention of the markets. In essence, Powell stated that while future aggressive hikes were a possibility, that the