Independent Financial Advisors in Walnut Creek

Insight… Integrity… Experience…


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.

Another Perfect Week – Dec 1 Market Recap

Indices  Dow 36,245, +855 or +2.42%.  Nasdaq 14,305, +55 or +0.39%.  MSCI EAFE 2130.49, +8.36 or +0.39%.   S&P 4,594, +35 or +0.77%.  USD10Y 4.226%, -24.6bp or -5.50%.  WTI Crude $74.25/bbl, -$1.29 or -1.71%.  Another Perfect Week!  With the exception of Friday’s manufacturing data, which continued to reveal weakness, it was a perfect week of data and market

Indices Higher, Crude, Inflation, Yields Lower – Nov 17 Market Recap

Indices  Dow 34,947, +664 or +1.93%.  Nasdaq 14,125, +327 or +2.36%.  MSCI EAFE 2011.90, +88.98 or +4.42%.  S&P 4,514, +99 or +2.24%.  USD10Y 4.441%, -18.7bp or -4.04%.  WTI Crude $75.84/bbl, -$0.54 or -0.71%. Indices Higher, Crude, Inflation, Yields Lower  At this time last week, a potential government shutdown and the Moody’s downgrade of the United States’ credit

Government Shutdown and Moody’s Fallout Loom – Nov 10 Market Recap

 Indices  Dow 34,283, +222 or +0.65%.  Nasdaq 13,798, +320 or +2.37%.  MSCI EAFE 2011.90, -19.16 or -0.94%.   S&P 4,415, +57 or +1.31%.  USD10Y 4.628%, +7.0bp or +1.54%.  WTI Crude $76.38/bbl, -$4.51 or -5.58%.  Government Shutdown and Moody’s Fallout Loom  It was a good week, a week of consolidating the gains won after the prior week's massive rally. However, on