Indices Dow 39,069, -934 or -2.33%. Nasdaq 16,920 (record high), +235 or +1.41%. S&P 5,304, +1 or +0.02%. MSCI EAFE 2358.87, -22.48 or -0.94%. USD10Y 4.467%, +4.7bp or +1.06%. WTI Crude $77.80 bbl, -$2.20 or -2.75%. Rally Slows Amid Good Economic Data The story of the week should have been the incredible results from chipmaker extraordinaire Nvidia (NVDA)
We will work closely with you on your financial plan. Together we will gauge your tolerance and capacity for risk and then align our investment strategies to create a portfolio that meets your investment goals.
Whether you are saving for a home, children’s education, or your retirement, we help you create an extensive and flexible plan that places you on the path to achieving your financial goals.
We can guide your investment choices in your employer’s 401k, establish a comprehensive retirement plan for your business, and help you manage your investment portfolio to sustain you through retirement.
Get the personal guidance you need from our stock compensation experts with cash planning, tax implications, and all-encompassing investment planning around your company stock plan.
Education Planning
Learn about the tax benefits
of a college savings plan
Our expert investment advisors can help you create a college savings plan that will deliver growth and tax benefits that meet the education needs of your family.
High-scoring ESG investments are a terrific way to boost your savings while helping build a better world for this generation and the next.
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. 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.
Better CPI Pushes Markets Higher – May 17 Market Recap
Indices Dow 40,003 (new record close), +492 or +1.25%. Nasdaq 16,685, +345 or +2.11%. S&P 5,303, +81 or +1.55%. MSCI EAFE 2381.35, +35.19 or +1.50%. USD10Y 4.42%, -8.3bp or -1.84%. WTI Crude $80.00 bbl, +$1.80 or +2.30%. Better CPI Pushes Markets Higher Although a hotter than expected Producer Price Index (wholesale prices) report on Tuesday continued to feed
Markets Close in on Record Highs, Inflation Data Awaits – May 10 Market Recap
Indices Dow 39,511, +836 or +2.16%. Nasdaq 16,340, +184 or +1.14%. S&P 5,222, +95 or +1.85%. MSCI EAFE 2346.16, +36.67 or +1.59%. USD10Y 4.503%, +0.3bp or +0.07%. WTI Crude $78.20 bbl, +$0.07 or +0.09%. Markets Close in on Record Highs, Inflation Data Awaits Despite very few data points last week, markets rallied on a higher-than-expected Initial Jobless