Indices Dow 33,093, -333 or -1.00%. Nasdaq 12,975, +218 or +1.72%. MSCI EAFE 2080.91, -50.68 or –2.37%. S&P 4,205, +24 or +0.57%. USD10Y 3.810%, +11.8bp or +3.19%. WTI Crude $72.87 bbl, +$1.20 or +1.67%. Nvidia Powers the Nasdaq On Wednesday, post-close, chipmaker Nvidia reported a blowout earnings report which included raising their revenue guidance by 50%.
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, no conflict of interest. We work closely with you to create a plan to achieve your financial goals.
Retirement
Focus
Retirement investments
that are right for you
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.
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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.
Debt Ceiling, Nothing Else Matters (May 17 Market Recap).
Indices Dow 33,426, +126 or +0.38%. Nasdaq 12,657, +373 or +3.04%. MSCI EAFE 2131.59, +5.33 or +0.25%. S&P 4,191, +67 or +1.62%. USD10Y 3.692%, +22.9bp or +6.61%. WTI Crude $71.67 bbl, +$1.58 or +2.25%. Debt Ceiling: Nothing Else Matters. Time is quickly winding down on Congress to pass a bill raising the debt ceiling. Speaker McCarthy stated that a deal needed to be
Inflation Continues to Moderate, Debt Ceiling Looms (May 12 Market Recap).
Indices Dow 33,300, -374 or –1.11%. Nasdaq 12,284, +49 or +0.40%. MSCI EAFE 2126.26, -18.37 or -0.85%. S&P 4,124, -12 or -0.29%. USD10Y 3.463%, +1.7bp or +0.49%. WTI Crude $70.09 bbl, -$1.23 or –1.72%. Inflation Continues to Moderate The Consumer Price Index rose less than +5% for the first time since April 2021 and now stands at +4.9%. The largest driver of