Volatility has been the name of the game in the markets this month. Last week, the Dow Jones Industrial Average suffered an 800-point drop. That was
Optimistic But Vigilant
As we look at the half way point of 2019, we can say that investors have been rewarded for their patience. Returns for almost every asset class are
Family and Community – Part of My Retirement Plan
Several years ago, I began to volunteer at a local elementary school. My initial thought was to read “Cat in the Hat” and other similar books to
Stock Compensation Taxation
As the tax filing deadline approaches us again this year, I thought I’d write a quick summary of taxation of Stock Compensation. Each of the three
2018 Stock Market Review
After a long run, the US markets showed us in 2018 that they can go down. For the first time since 2008 the S&P 500 was down -4.38% for the year.
Financial CyberSecurity Today
At a recent CyberSecurity forum sponsored by State Street Global Advisors, several of us at Marin Wealth Advisors were fortunate enough to hear
The Case for 529s
The Case for 529s Throughout the years I have asked many affluent, intelligent and informed investors as to why they had not opened 529 accounts
Financial Planning for Your Stock Options
Financial Planning for Your Stock Options Set Goals In granting you stock options or restricted stock, or the right to buy shares in an employee
Understanding Fiduciaries
Reliable, conflict-free advice. That’s what you usually want when you hire a skilled professional to help build and manage your financial portfolio.