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. 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.

Wholesale Prices Confirm Last Week’s CPI Print, Markets Yawn, 10Yr Holds Steady, Crude Falls to $80 Support (Nov 18 Market Recap).

Indices  Dow 33,745 -2 or -0.01%.  Nasdaq 11,146 -177 or -1.6%.  S&P 3,965 -27 or –0.68%.  USD10Y 3.818% +0.5bp or +0.13%.  WTI Crude $80.08 bbl -$11.72 or –12.76%.   Wholesale Prices Confirm Last Week’s CPI Print  All in all, it was a boring week. The highlight of the five trading days was that wholesale prices (PPI) continued to decline and thus confirmed last week’s

Inflation Finally Shows Signs of Receding, Markets Rip Higher (November 11 Market Recap)

Indices  Dow 33,747 +1,344 or +4.1%.  Nasdaq 11,323 +848 or +8.1%.  S&P 3,992 +222 or +5.9%.  USD10Y 3.813% -34.5bp or –8.3%.  WTI Crude $91.80/bbl -$0.78 or –0.84%.   Inflation Finally Shows Signs of Receding  Headline inflation finally dropped materially in October at +7.75% year-over-year (YoY) vs last month’s +8.2% print. Month-over-month (MoM) headline inflation rose

Powell Scares Market During Q & A (November 4 Market Recap)

Indices  Dow 32,403 -458 or –1.4%.  Nasdaq 10,475 -627 or –5.6%.  S&P 3,770 -131 or -3.4%.  USD10Y 4.010% +14.6bp or +3.6%.  WTI Crude $92.61 bbl +$6.49 or +7.5%.   Powell Scares Market During Q & A  As expected, the Federal Reserve Open Market Committee (FOMC) raised rates another 0.75% for a fourth consecutive meeting. Wednesday’s increase makes a total of six rate