Independent Financial Advisors Oakland CA

Insight… Integrity… Experience…

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.

Fed Confirms 3 Cuts, Markets Rally – Mar 22 Market Recap

Indices  Dow 39,475, +761 or +1.97%.   Nasdaq 16,428 (new record close), +455 or +2.85%.   MSCI EAFE 2351.57, +26.45 or +1.14%. 2351.57  S&P 5,234, +117 or +2.29%.  USD10Y 4.218%, -8.6bp or -2.00%.  WTI Crude $80.81 bbl, -$0.20 or -0.25%.  Fed Confirms 3 Cuts, Markets Rally  Amongst fears that stubborn inflation data would handcuff the Federal Reserve and force them to

Slow Week Despite Hot Inflation Data – Mar 15 Market Recap

Indices  Dow 38,714, -8 or -0.02%.   Nasdaq 15,973, -112 or -0.70%.   MSCI EAFE 2325.12, -32.62 or -1.38%.   S&P 5,117, -6 or -0.12%.  USD10Y 4.304%, +21.5bp or +5.26%.  WTI Crude $81.01 bbl, +$3.17 or +4.07%. Slow Week Despite Hot Inflation Data  Markets didn’t much react to the hotter than expected Consumer and Producer Price Indices data this week. Perhaps that was

Fed in No Hurry to Cut Rates Amongst Conflicting Data – March 8 Recap

Indices  Dow 38,722, -365 or -0.93%.   Nasdaq 16,085, -189 or -1.16%.   MSCI EAFE 2357.74, +53.84 or +2.34%.  S&P 5,123, -14 or -0.27%.  USD10Y 4.089%, -9.1bp or -2.18%.  WTI Crude $77.84 bbl, -$1.89 or -2.37%. Fed in No Hurry to Cut Rates Amongst Conflicting Data Fed Chair Jerome Powell testified to Congress this week stating that there are no signs of recession and