Independent Financial Advisors in Walnut Creek

Insight… Integrity… Experience…

RETIREMENT FINANCIAL PLANNING

Don’t Let Poor Planning Ruin Your Retirement

No matter your age, a Marin Wealth Advisors retirement planner can help you invest in your future.

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. Walnut Creek, Marin County, San Francisco, and Oakland, CA offices providing 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.

Markets Whipsaw Higher – May 3 Market Recap

Indices  Dow 38,675, +382 or +1.26%.   Nasdaq 16,156, +229 or +1.44%.   MSCI EAFE 2309.49, +34.17 or +1.50%.   S&P 5,127, +28 or +0.55%.  USD10Y 4.50%, -16.9bp or -3.62%.  WTI Crude $78.13 bbl, -$5.54 or -6.62%.   Markets Whipsaw Higher  Markets traded down sharply early in the week in response to an economic report that was previously never paid attention to, the

Markets Rebound Despite Disappointing GDP and Meta Reports – April 26 Market Recap

Indices  Dow 38,293, +253 or +0.66%.   Nasdaq 15,927, +645 or +4.22%.   MSCI EAFE 2275.32, +39.01 or +1.74%.   S&P 5,099, +132 or +2.66%.  USD10Y 4.669%, +5.4bp or +1.17%.  WTI Crude $83.67 bbl, +$0.97 or +1.17%.    Markets Rebound Despite Disappointing GDP and META Reports  The major indices all rebounded strongly this week despite economic releases and corporate

Repricing Continues Given Rate Cut Disappointment – April 19 Market Recap

Indices  Dow 37,986, +3 or +0.00%.   Nasdaq 15,282, -893 or -5.52%.   MSCI EAFE 2236.31, -53.45 or -2.33%.  S&P 4,967, -156 or -3.05%.  USD10Y 4.615%, +11.6bp or +2.58%.  WTI Crude $82.70 bbl, -$2.82 or -3.30%.   Repricing Continues Given Rate Cut Disappointment  The Israeli retaliation for Iran’s drone and missile strike last week was largely ignored by the markets. In