This quarter saw the dawn of a new decade that will only be remembered for the human and economic carnage caused by the global pandemic of Covid-19. Our entire vocabulary has changed with phrases such as “flattening the curve” and “shelter in place”. As the globe responded to the pandemic, markets and economies were dramatically impacted. Volatility returned at levels unseen since the financial
INDEPENDENT
Investment Management
Manage your risk while
you build long-term wealth
We take the time to understand your ability to assume risk and translate this into an investment portfolio that can reach your financial goals.
Financial Planning
Develop your roadmap
to financial security
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.
Retirement Focus
Determine the right
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.
Stock Compensation
Maximize the value of your
well-deserved compensation
Get the guidance you need with the cash planning, tax implications and overall investment planning around your company stock plan.
Education Planning
Understand the tax and growth benefits of a college savings plan
We’ll help you with financial planning for your family’s education needs and guide your investments.
Get your own family
financial coach
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.
MWA VIRTUAL ADVISOR
Experience the Convenience
Now you can get professional investment advice online
Marin Wealth Advisors
Insight. Integrity. Experience.
Years of experience and exposure to multiple market cycles have taught us what works and what doesn’t when it comes to investing. These insights directly help our clients in optimizing their returns while avoiding unnecessary risk. We also offer another financial advantage: always low fees.
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.
Market Recap Week Ending April 17
Monday - Dow (328) to 23,390 NDAQ +38 to 8,192 and the S&P (28) to 2,789. The Dow rallied throughout the day from the lower levels at which it opened and closed down 1.4%. The S&P also closed down just over 1% but the NDAQ squeaked out a gain of 0.50% based on big rallies from tech stocks including Apple (AAPL) +2%, Amazon +6% (beginning to ship nonessential items again), and Netflix
Can I Still Sell My House?
YES, YOU CAN. Is it a good time to sell? It depends on your circumstances. The first step in determining this is to have a consultation with a real estate professional who can listen to your situation and your goals, and help you determine if selling right now does make sense. If you have determined that now is the time for you to sell, yes, there is still a way to achieve your goal. And like