BAY AREA INDEPENDENT INVESTMENT ADVISORS

Insight… Integrity… Experience…

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.

Better CPI Pushes Markets Higher – May 17 Market Recap

Indices  Dow 40,003 (new record close), +492 or +1.25%.   Nasdaq 16,685, +345 or +2.11%.  S&P 5,303, +81 or +1.55%.   MSCI EAFE 2381.35, +35.19 or +1.50%.  USD10Y 4.42%, -8.3bp or -1.84%.  WTI Crude $80.00 bbl, +$1.80 or +2.30%.   Better CPI Pushes Markets Higher  Although a hotter than expected Producer Price Index (wholesale prices) report on Tuesday continued to feed

Markets Close in on Record Highs, Inflation Data Awaits – May 10 Market Recap

Indices  Dow 39,511, +836 or +2.16%.   Nasdaq 16,340, +184 or +1.14%.  S&P 5,222, +95 or +1.85%.   MSCI EAFE 2346.16, +36.67 or +1.59%.   USD10Y 4.503%, +0.3bp or +0.07%.  WTI Crude $78.20 bbl, +$0.07 or +0.09%.   Markets Close in on Record Highs, Inflation Data Awaits  Despite very few data points last week, markets rallied on a higher-than-expected Initial Jobless

Markets Whipsaw Higher – May 3 Market Recap

Indices  Dow 38,675, +382 or +1.26%.   Nasdaq 16,156, +229 or +1.44%.   MSCI EAFE 2309.49, +34.17 or +1.50%.   S&P 5,127, +28 or +0.55%.  USD10Y 4.50%, -16.9bp or -3.62%.  WTI Crude $78.13 bbl, -$5.54 or -6.62%.   Markets Whipsaw Higher  Markets traded down sharply early in the week in response to an economic report that was previously never paid attention to, the