Independent Financial Advisors in Walnut Creek

Insight… Integrity… Experience…

RETIREMENT FINANCIAL PLANNING

Don’t Let Poor Planning Ruin Your Retirement

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. Walnut Creek, Marin County, San Francisco, and Oakland, CA offices providing 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.

Great Data, Markets Consolidate Gains – Oct 4 Market Recap

Indices  Dow 42,352 (new record closing high), +39 or +0.09%.   Nasdaq 18,137, +18 or +0.10%.  S&P 5,751 +13 or +0.22%.  MSCI EAFE 2413.03, -93.66 or -3.74%.   USD10Y 3.981%, +23.2bp or +6.19%.  WTI Crude $74.45 bbl, +$5.81 or +8.46%. Great Data, Markets Consolidate Gains  It was a nearly perfect week with regard to economic data. The JOLTS number showed more jobs

More Good Inflation News Sep 27 Market Recap

Indices  Dow 42,313 (new record closing high), +250 or +0.59%.   Nasdaq 18,119, +171 or +0.95%.  S&P 5,738 +36 or +0.63%.  MSCI EAFE 2506.69, +85.76 or +3.54%.   USD10Y 3.749%, +2.1bp or +0.56%.  WTI Crude $68.64 bbl, -$2.61 or -3.66%.   More Good Inflation News   While there were several economic data points last week, only two really mattered with regard to the

Fed Cuts, Markets Rally, Now What? – Sep 20 Market Recap

Indices  Dow 42,063 (new record closing high), +670 or +1.62%.   Nasdaq 17,948, +265 or +1.50%.  S&P 5,702 +76 or +1.35%.  MSCI EAFE 2420.93, +10.12 or +0.42%.   USD10Y 3.728%, +7.8bp or +2.14%.  WTI Crude $71.25 bbl, +$2.01 or +2.90%.   Fed Cuts, Markets Rally, Now What?  At the time of writing this publication last week, prediction markets were almost evenly split as