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:

• Efficient Markets
• The Case for Passive Investing
• The Importance of Asset Class Allocation
• Reducing Risk Through Diversification
• DFA Funds
• TIPP Accounts
• Exchange-Traded Funds (ETFs)

Most recent newletter:

• April 2010 - Lessons from Norway

• Newsletter Archive
  • 2010
    • April - Lessons from Norway
    • January - Roth Conversions
  • 2009
    • October - Alternative Investments Part 1
    • July - Dollar Cost Averaging
    • May - Staying the Course
    • January - The Crash of 2008
  • 2008
  • October - The Death of Equities
  • July - The Bear Market of 2008
  • April - Are We in a Recession?
  • February - Capturing the Small Cap and Value Risk Premiums
  • 2007
  • October - Weathering the Storm
  • January - Roth conversions
  • 2006
  • October - Core Equity Funds
  • July - The Science of Investing
  • April - Sustainable Withdrawal Rate
  • January - Hedge Funds
  • 2005
  • October - Understanding Annuities
  • August - Avoiding Identity Theft
  • April - Managing Your Expectations
  • January - The Falling Dollar
  • 2004
  • October - Human Capital
  • July - Rising Interest Rates: Is There a Silver Lining?
  • April - Adding Value
  • January - How Much Should You Save?
  • 2003
  • October - Retirement Planning: The Four Tenets
  • July - How to Benefit from the New Tax Law
  • April - Market Timing
  • February - The Value of Personal Investment Accounts
  • January - The Equity Risk Premium
  • 2002
  • November - How to Choose an Investment Advisor
  • October - Do You Really Need a Finanacial Advisor?
  • August - What Moves the Market
  • July - Something Rotten on Wall Street
  • June - Saving for Retirement: Personal Accounts
  • May - Saving for Retirement: Employer-Based Plans
  • April - I Bonds
  • March - Inflation-Indexed Bonds
  • February - How to Buy Bonds
  • January - The Role of Bonds in Your Portfolio
  • 2001
    • December - Bonds, Part 1
    • November - Warren Buffett, Part 2
    • October - Faith in America
    • September - Warren Buffett, Part 1
    • August - The Big Picture
    • July - Risk and Reward
    • June - Tax-Smart Investing, Part 2
    • May - Tax-Smart Investing. Part 1
    • April - Bargain Shopping for Stocks
    • March - Serious Business
    • February - Learned Lessons
    • January - Back to Basics
  • 2000
    • December - De-worse-ification?
    • November - Asset Allocation
    • October - Active or Passive?
    • September - Who Wants to Be a Millionaire?
    • August - Mutual Fund Performance
    • July - Choosing a Money Market Fund
    • June - Smart Investing

Recommended Reading for Investors