Monday - Dow (582) to 18,591, NDAQ (18) to 6,860, and the S&P (67) to 2,237. Despite the Fed announcing it would buy an unlimited amount of Treasuries, make small loans to business, and purchase corporate bonds (for the first time in its history), the indices could not overcome the disappointment that Congress failed to agree on a massive $1.8 trillion Phase 3 stimulus bill...States that have
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Investment Management
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We take the time to understand your ability to assume risk and translate this into an investment portfolio that can reach your financial goals.
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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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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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We’ll help you with financial planning for your family’s education needs and guide your investments.
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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 help our clients in Marin County, the San Francisco Bay Area, and beyond optimize their returns while avoiding unnecessary risk. We also offer another financial advantage: 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 Ween Ending March 20
Monday - Dow (2997) to 20,188, NDAQ (970) to 6,904 and the S&P (324) to 2,386. Despite the Fed jumping in over the weekend, cutting rates to near zero and announcing a $700 billion asset purchasing program, the news that multiple cities and states were shuttering bars, restaurants, gyms and schools overwhelmed the indices. The Dow finished with its largest point loss in its history by far and
Market Recap Week Ending March 13
Monday - Dow (2,014) to 23,851, NDAQ (624) to 7,950 and the S&P (225) to 2,746. The markets waited for exactly 3 minutes before proving my hypothesis on more muted volatility null and void. Circuit breakers were triggered almost immediately on the open with the S&P falling 7% (circuit breakers are triggered at S&P down 7%, 13%, and 20% with 15 minute breaks for each stoppage for the