Insight… Integrity… Experience…


Experience the Convenience

Now you can get professional investment advice online - Oakland and all Bay Area counties.

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 Hikes Rates, Signals More to Come (September 23 Market Recap)

Indices  Dow 29,590 –1,232 or –4.0%.  Nasdaq 10,867 -581 or –5.1%.  S&P 3,693 -180 or –4.6%.  USD10Y 3.697% +24.9bp or +7.2%.  WTI Crude $79.43/bbl  -$5.97 or –7.0%.  Fed Hikes Rates  As expected, on Wednesday, the Fed raised rates by 75 bp. For those of you scoring at home that’s five rate hikes this year for a total of 300 bp. While Fed Chair Powell acknowledged (pages 1

Hot CPI Crushes Rally, Fed to Raise Rates Again Next Week (September 16 Market Recap

Indices  Dow 30,822 –1,329 or –4.1%.  Nasdaq 11,448 -664 or –5.5%.  S&P 4,067 -194 or –4.8%.  USD10Y 3.448% +12.7bp or +3.8%.  WTI Crude $85.40/bbl -$0.70 or –0.81%.  Hot CPI Crushes Market Rally  Tuesday’s Consumer Price Index print was a major disappointment and spelled doom for the four-day rally. August headline CPI was +0.1% vs expectations of –0.1% and last month’s

Market Breaks Three Week Losing Streak but Inflation Data Looms (Sep 9 Market Recap)

Indices  Dow 32,151 +833 or +2.7%.  Nasdaq 12,112 +482 or +4.1%.  S&P 4,067 +143 or +3.6%.  USD10Y 3.321% +12.8bp or +4.0%.  WTI Crude $86.10/bbl -$4.69 or -5.1%. Markets Break Three Week Losing Streak  All three indices enjoyed a long overdue rally, and the S&P retook and surpassed its 50-day moving average of 4,030, an important technical level. However, other than