Marin Wealth Advisors
Marin Wealth Advisors
Blog Post
  • Global stock markets are trading near their highs and holding steady since our last post, mid-summer. Bond prices have generally held their gains off their early year lows. Global economies continue to grow modestly. As well, markets don’t seem to be reflecting much concern over confused expectations for tax reform or fiscal stimulus. Repatriation of overseas profits still seems to be an expectati...

Marin Wealth Advisors
Marin Wealth Advisors
Blog Post
  • The first half of 2017 has been good for stocks and, as of today, Q3 is starting off well as the Fed is holding its course, and earnings reports for the second quarter are expected to be solid across most industries. There are, and have been, some headwinds but the markets, based on a solid economy and steady interest rates, are climbing the wall of worry. The major U.S. stock indices were up abou...

Marin Wealth Advisors
Marin Wealth Advisors
Blog Post
  • Most major stock indices turned in a 5%+ first quarter. Bond prices bounced some off their end of year lows, showing a 1%-ish total return for the quarter in the major bond indices. Global economies continued to strengthen in Q1 including Europe, Japan and China. Here at home CEO expressed their enthusiasm for regulatory and tax relief from the new administration and congress by announcing new inv...

Marin Wealth Advisors
Marin Wealth Advisors
Blog Post
  • The Fed will most likely announce a 1/4% rate hike this week. We will want to watch the stock market’s reaction, not just for a few days, but leading into European elections. They start this week in the Netherlands, in late April in France, and into the fall in Germany. The market dislikes uncertainty and a Fed that may be anticipating more inflation due to administration policies may talk tougher...

Marin Wealth Advisors
Marin Wealth Advisors
Blog Post
  • Most major U.S. stock indices are at new all-time highs in expectations of economic stimulus, fewer business regulations, and lower corporate taxes. Layer on hundreds of billions in potentially repatriated profits, more profitable big banks, and significantly increased tech spending, and you’ve got the makings of a relentlessly up stock market. At this point we’re almost vaulting over the wall of ...

Marin Wealth Advisors
Marin Wealth Advisors
Blog Post
  • Well, we’ve had a nice run in the U.S. stock market, especially if you look all the way back to the bottom in the spring of 2009. The question on most investors’ minds is whether it’s time to re-balance, or not. As we noted in our post at the end of the year, the important things to pay attention to this year are; the Fed, politics, and the economy. So far, so good. The economy continues to improv...

Marin Wealth Advisors
Marin Wealth Advisors
Blog Post

New blog articles detected.

  • How a #Trump Administration Policies Might Move the #Markets

    Based on Trump’s campaign statements and his record as a businessman, here are some things we can watch for from his administration: Borrow to Fund #Infrastructure Spending-helps industrial companies, raises #Inflation expectations and hurts bond prices. #Banks profit margins will improve while lending accelerates. #Deregulation-helps most industrial companies. Much of #Defense spending should be ...

  • Probably Time for a Normal Market Pullback?

    The markets got a lift in the third quarter from continued job gains and, surprisingly, a striking improvement in wage growth. Domestic politics and Brexit fallout didn’t seem to hurt much. The S&P 500 was up nearly 4% and the Dow up nearly 3% in the quarter. Balanced indices returned generally 2-3.5% in the quarter. U.S. bonds generally returned less than .5% but international bonds showed improv...

  • Looking Ahead to 2017

    Predictions are often easy to make, but even the best researched and considered predictions are often 180 degrees wrong. So for that reason, we are reluctant to make New Year predictions. However, what is important is to figure out what are likely to be the biggest influences on the markets in the coming year. It’s an especially good idea to consider macro factors this year because markets have ma...

  • Game On!

    We got our 1/4 point rate hike from the Fed and it seems it’s Game On for higher interest rates, barring a dramatic downturn in the economy. The markets are acting like it’s pretty much what was expected from the Fed, including their language on expected tightening in the labor market and increased inflation. The stock market has had a nice run since the election and the bond market a significant ...

  • Markets Adjust to the New Sheriff and His Crew

    We’re in the midst of a very large market rotation based on several anticipated economic policy changes. Although the President-elect is not easy to nail down, his economic cabinet and other leadership choices are pointing to less bank and business regulation, lowered corporate taxes, and economic stimulus. Bond prices are down significantly as big investors, fearing inflation and higher interest ...

Marin Wealth Advisors
Marin Wealth Advisors
Blog Post

September in the Rain?

  • July and August were good to stock investors after the Brexit dip. In the end, Q2 earnings came in mixed. That is; some stocks in each sector turned in good earnings and some stocks in each sector turned in not so good earnings. The market seemed to like most of it, and the S&P was up nearly 10% off the July low. Then, this week, we hear from the Fed that the second interest rate hike is imminent....

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