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.

Nvidia Crushes Estimates, Unleashes Animal Spirits!  – Feb 23 Market Recap

Indices  Dow 39,131, +503 or +1.30%.   Nasdaq 15,996, +220 or +1.39%.   MSCI EAFE 2288.42, +31.21 or +1.38%.   S&P 5,089, +84 or +1.68%.  USD10Y 4.26%, -3.5bp or -0.81%.  WTI Crude $76.57 bbl, -$2.60 or -3.28%. Nivida Crushes Estimates, Unleashes Animal Spirits!   The market waited with bated breath for Nvidia’s (NVDA) earnings report this week and the leading global AI

Hot Inflation Data Cools Domestic Markets – Feb 16 Market Recap

Indices  Dow 38,628, -43 or -0.11%.   Nasdaq 15,776, -214 or -1.35%.   MSCI EAFE 2257.21, +32.01 or +1.44%.   S&P 5,005, -21 or -0.42%.  USD10Y 4.295%, +10.8bp or +2.58%.  WTI Crude $79.17/bbl, +$2.57 or +3.36%.   Hot Inflation Data Cools Domestic Markets  Higher than expected Consumer Price and Producer Price Indices paused market momentum and instigated profit taking

Dow & S&P Set New Records Again Amidst Positive Earnings Reports – Feb 9 Market Recap

Indices  Dow 38,671, +17 or +0.04%.   Nasdaq 15,990, +362 or +2.32%.   MSCI EAFE 2225.20, +2.02 or +0.09%.  S&P 5,026 +68 or +1.37%.  USD10Y 4.187%, +15.4bp or +3.82%.  WTI Crude $76.60/bbl, +$4.32 or +5.98%.    Dow & S&P Set New Records Again Amidst Positive Earnings Reports.  The week started slowly as a buoyant U.S. Services (especially the ISM report)