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. San Rafael, CA offices 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.

Energy, Used Cars, Inflation, Oh My!

We wanted to reach out to you all and give some thoughts on the volatility we have experienced this week and especially during the last two trading days. To begin with, this is what the markets have been fearing since the last round of volatility we suffered in February/March of this year when the 10-year Treasury yield traded from 1% to 1.778% in a month's time. Since then, the yield has traded

Market Recap Week Ending May 7

The week in review...Dow +914 or +2.7%, Nasdaq (210) or (1.5%), and the S&P +51 or +1.2%. While the week was dominated by more great earnings reports, the economic data started to moderate a bit. One manufacturing number came in even with expectations while another missed significantly. The services number beat but non-manufacturing missed significantly. Initial jobless claims were better, but

Market Recap Week Ending April 30

The week in review...Dow (169) or (0.49%), Nasdaq (54) or (0.38%), and the S&P +1 or +0.02%. It was another week of consolidation in the markets despite incredibly positive economic data and as a result, a slight uptick of the 10-year Treasury yield (ended the week at 1.625%, up 6.5 bp from last week's close of 1.56%). Tech earnings crushed expectations in general, but the markets were more