SF Bay Area
Independent Financial Advisors

Insight… Integrity… Experience…


Experience the Convenience

Now you can get professional investment advice online - San Francisco 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. Marin County, San Francisco, San Rafael, Oakland, 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.

Everyone Expects 25bp, but What’s Next (January 27 Market Recap)

Indices  Dow 33,978, +603 or +1.8%.  Nasdaq 11,621, +481 or +4.3%.  S&P 4,070, +98 or +2.5%.  USD10Y 3.5187%, +3.5bp or +1.0%.  WTI Crude $79.38/bbl, -$2.02 or -2.48%.   Everyone Expects 25 Basis Points  It was a week of mixed economic data. While both Manufacturing and Services PMI were firmly in contraction territory, and Leading Economic Indicators were negative,

Bad News is Now Just Bad News; Inflation at Fed’s 2% Target (January 20 Market Recap).

Indices  Dow 33,375, -926 or -2.7%.  Nasdaq 11,140, +30 or +0.54%.  S&P 3,972, +26 or +0.65%.  USD10Y 3.484%, -8.5bp or –2.4%.  WTI Crude $81.40/bbl, +$1.50 or +1.87%.  Bad News is Now Just Bad News?  The bad news is good news narrative seemed to reverse back to bad news is just bad news as there was a rash of bad data this week. In this environment, that data should have

CPI Good, Inflation Expectations Decreasing, Will the Fed Care (January 13 Market Recap) ? 

Indices  Dow 33,630, +484 or +1.5%.  Nasdaq 10,569, +104 or +0.99%.  S&P 3,895, +56 or +1.5%.  USD10Y 3.569%, -31.0bp or -8.0%.  WTI Crude $73.73/bbl, -$6.43 or -8.0%. CPI Good  Both year-over-year (YoY) and month-over-month (MoM) headline CPI numbers showed a marked decline in inflation. The YoY number was +6.5%, the lowest it has been in a year and the MoM number, –0.1%