Shearwater Capital

Welcome to the Shearwater Learning Center - where you can learn more about financial planning and investing.

At Shearwater Capital, we believe knowledge is an investor's greatest asset. For your convenience, we've assembled a library of practical information about investing and personal finance. We encourage you to visit often.

Learn more about:

Most recent newletter:

July 2008 - The Bear Market of 2008

And from our newsletter archive:

April 2008 - Are We in a Recession?
February 2008 -
Capturing the Small Cap and Value Risk Premiums
October 2007 - Weathering the Storm
January 2007 - Roth conversions
October 2006 - Core Equity Funds
July 2006 - The Science of Investing
April 2006 - Sustainable Withdrawal Rate
January 2006 - Hedge Funds
October 2005 - Understanding Annuities
August 2005 - Avoiding Identity Theft
April 2005 - Managing Your Expectations
January 2005 - The Falling Dollar
October 2004 - Human Capital
July 2004 -
Rising Interest Rates: Is There a Silver Lining?
April 2004 - Adding Value
January 2004 - How Much Should You Save?
October 2003 -
Retirement Planning: The Four Tenets
July 2003 - How to Benefit from the New Tax Law
April 2003 - Market Timing
February 2003 -
The Value of Personal Investment Accounts
January 2003 - The Equity Risk Premium
November 2002 -
How to Choose an Investment Advisor
October 2002 -
Do You Really Need a Finanacial Advisor?
August 2002 - What Moves the Market
July 2002 - Something Rotten on Wall Street
June 2002 -
Saving for Retirement: Personal Accounts
May 2002 -
Saving for Retirement: Employer-Based Plans
April 2002 - I Bonds
March 2002 - Inflation-Indexed Bonds
February 2002 - How to Buy Bonds
January 2002 - The Role of Bonds in Your Portfolio
December 2001 - Bonds, Part 1
November 2001 - Warren Buffett, Part 2
October 2001 - Faith in America
September 2001 - Warren Buffett, Part 1
August 2001 - The Big Picture
July 2001 - Risk and Reward
June 2001 - Tax-Smart Investing, Part 2
May 2001 - Tax-Smart Investing. Part 1
April 2001 - Bargain Shopping for Stocks
March 2001 - Serious Business
February 2001 - Learned Lessons
January 2001 - Back to Basics
December 2000 - De-worse-ification?
November 2000 - Asset Allocation
October 2000 - Active or Passive?
September 2000 - Who Wants to Be a Millionaire?
August 2000 - Mutual Fund Performance
July 2000 - Choosing a Money Market Fund
June 2000 - Smart Investing