Indices Dow 37,983, -1,001 or -2.57%. Nasdaq 16,175, -74 or -0.46%. MSCI EAFE 2289.76, -27.60 or -1.19%. S&P 5,123, -81 or -1.56%. USD10Y 4.499%, +12.1bp or +2.76%. WTI Crude $85.52 bbl, -$1.21 or -1.40%. Sticky Inflation Sinks Markets, Escalation in the Middle East It was just a bad week all around and the weekend brought no respite. Wednesday and Thursday
Investment Management
Expertly managing risk
to build long-term wealth
Our expert advisors help identify your tolerance and ability to assume investment risks. Together we craft an investment portfolio designed to stay within your risk tolerance while attaining your financial goals.
Fee Only Financial Planning
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We offer fee-only investment management and financial planning at an hourly rate. No commission. We work closely with you to create a plan to achieve your financial goals.
Our advisors can help manage your investment portfolio to support you in retirement. Guide your choices in your employer’s 401k, Rollover accounts, Defined benefit plans, and retirement planning for your business.
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Get expert investment planning around your company stock compensation plan through personal guidance from our advisors. We can help with cash planning and understanding tax implications.
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Information on the tax benefits of a college savings plan
Our college investment experts can build a college savings plan to support the education needs of your family through growth and tax benefits.
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Don’t make critical financial decisions, that will impact your financial future, alone. Let us be your family financial coach and help you understand investing strategies.
RETIREMENT FINANCIAL PLANNING
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. Oakland, Marin County, San Francisco, and Walnut Creek, CA offices 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.
Profit Taking, Kashkari, Strong Jobs Report Pressure Markets – Apr 5 Market Recap
Indices Dow 38,904, -571 or -1.45%. Nasdaq 16,249, -179 or -1.09%. MSCI EAFE 2317.36, -34.21 or -1.45%. S&P 5,204, -30, or -0.57%. USD10Y 4.378%, +16.0bp or +3.79%. WTI Crude $86.73 bbl, +$5.92 or +7.33%. Profit Taking, Kashkari, and Strong Jobs Report Pressure Markets Profit taking was the name of the game to begin the week as the S&P had not had a 2%
Record Closes & Benign Inflation Data – Mar 29 Market Recap
Indices Dow 39,475 (new record close), +761 or +1.97%. Nasdaq 16,428 , +455 or +2.85%. MSCI EAFE 2351.57, +26.45 or +1.14%. S&P 5,234 (new record close), +117 or +2.29%. USD10Y 4.218%, -8.6bp or -2.00%. WTI Crude $80.81 bbl, -$0.20 or -0.25%. Record Closes & Benign Inflation Data Despite the short week, there was plenty of economic data to spur the markets