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.
Staying The Course…With Some Adjustments
Volatility returned to the markets in the first quarter after a long period of calm. Stocks were up and down throughout the quarter, although, in the
Humming Right Along
As we enter the homestretch of 2017, markets seem to be humming right along. Across the globe we are seeing improving economic fundamentals and stock
Still Holding Steady
Global stock markets are trading near their highs and holding steady since our last post, mid-summer. Bond prices have generally held their gains off
Equity Markets Supported by Steady Interest Rates and Growing Economies
The first half of 2017 has been good for stocks and, as of today, Q3 is starting off well as the Fed is holding its course, and earnings reports for
Solid First Quarter-Now What?
Most major stock indices turned in a 5%+ first quarter. Bond prices bounced some off their end of year lows, showing a 1%-ish total return for the