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.

Profit Taking, Kashkari, Strong Jobs Report Pressure Markets – Apr 5 Market Recap

Indices  Dow 38,904, -571 or -1.45%.   Nasdaq 16,249, -179 or -1.09%.   MSCI EAFE 2317.36, -34.21 or -1.45%.   S&P 5,204, -30, or -0.57%.  USD10Y 4.378%, +16.0bp or +3.79%.  WTI Crude $86.73 bbl, +$5.92 or +7.33%.   Profit Taking, Kashkari, and Strong Jobs Report Pressure Markets  Profit taking was the name of the game to begin the week as the S&P had not had a 2%

Record Closes & Benign Inflation Data – Mar 29 Market Recap

Indices  Dow 39,475 (new record close), +761 or +1.97%.   Nasdaq 16,428 , +455 or +2.85%.   MSCI EAFE 2351.57, +26.45 or +1.14%.  S&P 5,234 (new record close), +117 or +2.29%.  USD10Y 4.218%, -8.6bp or -2.00%.  WTI Crude $80.81 bbl, -$0.20 or -0.25%.  Record Closes & Benign Inflation Data  Despite the short week, there was plenty of economic data to spur the markets

Fed Confirms 3 Cuts, Markets Rally – Mar 22 Market Recap

Indices  Dow 39,475, +761 or +1.97%.   Nasdaq 16,428 (new record close), +455 or +2.85%.   MSCI EAFE 2351.57, +26.45 or +1.14%. 2351.57  S&P 5,234, +117 or +2.29%.  USD10Y 4.218%, -8.6bp or -2.00%.  WTI Crude $80.81 bbl, -$0.20 or -0.25%.  Fed Confirms 3 Cuts, Markets Rally  Amongst fears that stubborn inflation data would handcuff the Federal Reserve and force them to