Indices Dow 33,978, +603 or +1.8%. Nasdaq 11,621, +481 or +4.3%. S&P 4,070, +98 or +2.5%. USD10Y 3.5187%, +3.5bp or +1.0%. WTI Crude $79.38/bbl, -$2.02 or -2.48%. Everyone Expects 25 Basis Points It was a week of mixed economic data. While both Manufacturing and Services PMI were firmly in contraction territory, and Leading Economic Indicators were negative,
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.
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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.
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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.
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well-deserved compensation
Get the guidance you need with the cash planning, tax implications and overall investment planning around your company stock plan.
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We’ll help you with financial planning for your family’s education needs and guide your investments.
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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.
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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.
Bad News is Now Just Bad News; Inflation at Fed’s 2% Target (January 20 Market Recap).
Indices Dow 33,375, -926 or -2.7%. Nasdaq 11,140, +30 or +0.54%. S&P 3,972, +26 or +0.65%. USD10Y 3.484%, -8.5bp or –2.4%. WTI Crude $81.40/bbl, +$1.50 or +1.87%. Bad News is Now Just Bad News? The bad news is good news narrative seemed to reverse back to bad news is just bad news as there was a rash of bad data this week. In this environment, that data should have
CPI Good, Inflation Expectations Decreasing, Will the Fed Care (January 13 Market Recap) ?
Indices Dow 33,630, +484 or +1.5%. Nasdaq 10,569, +104 or +0.99%. S&P 3,895, +56 or +1.5%. USD10Y 3.569%, -31.0bp or -8.0%. WTI Crude $73.73/bbl, -$6.43 or -8.0%. CPI Good Both year-over-year (YoY) and month-over-month (MoM) headline CPI numbers showed a marked decline in inflation. The YoY number was +6.5%, the lowest it has been in a year and the MoM number, –0.1%