Indices Dow 40,659, +1162 or +2.94%. Nasdaq 17,631, +886 or +5.29%. S&P 5,554, +210 or +3.93%. MSCI EAFE 2374.84, +91.20 or +3.99%. USD10Y 3.892%, -5.0bp or -1.27%. WTI Crude $76.76 bbl, -$0.22 or -0.29%. Rally Continues Last week the markets continued to rebound from the panic selling of August 2 – August 7 as the recession narrative was quickly turned on
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
Financial security through expert planning
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.
Stock Compensation
Create maximum value
for your earned compensation
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.
Education Planning
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.
Expert financial coaching
for your family
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.
Markets Roar Back, Inflation Data Pending – Aug 9 Market Recap
Indices Dow 39,497, -240 or -0.60%. Nasdaq 16,745, -31 or -0.18%. S&P 5,344, -2 or -0.04%. MSCI EAFE 2283.64, -7.69 or -0.34%. USD10Y 3.942%, +15.0bp or +3.96%. WTI Crude $76.98 bbl, +$3.37 or +4.58%. Markets Roar Back, Inflation Data Pending After much pearl clutching by the financial press following last week’s downturn and Monday’s selloff, markets roared
Fed Too High Too Long? Manufacturing and Jobs Scare Investors – Aug 2 Market Recap
Indices Dow 39,737, -852 or -2.10%. Nasdaq 16,776, -581 or -3.35%. S&P 5,346, -113 or -2.07%. MSCI EAFE 2291.33, -46.06 or -1.97%. USD10Y 3.792%, -40.8bp or -9.71%. WTI Crude $76.93 bbl, +$0.12 or +0.16%. Fed Too High Too Long? As expected, the Federal Open Market Committee voted to keep rates unchanged at their meeting which concluded on Wednesday this week