Tax-Efficient Charitable Giving with a Traditional IRA
Beginning at age 72, you are required to take annual distributions from your traditional IRAs. These withdrawals, referred to as required...
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Financial Planning and Investment Management For Physicians, By Physicians
SHEARWATER CAPITAL
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Market Volatility
The pandemic, inflation, geopolitical unrest, and other factors have resulted in significant stock market volatility this year. Market...
Is Your Insurance Up to Date and Adequate?
We had historic flash flooding in the St. Louis area several weeks ago. We were lucky not to sustain any property damage; however, others...
What Is a Fee-Only Financial Advisor & Why Does it Matter?
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® If you’ve spent any time researching financial advisors, you’ve probably come across the term...
The 5 Financial Mistakes Physicians Make
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® Physicians are often so focused on treating their patients, managing their practices, and...
How Can Physicians Catch Up for Retirement in a Hurry?
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® After the uniquely stressful and challenging year you’ve just experienced as a healthcare...
The Shearwater Report, July 2021 Inflation: Hedging Your Bets
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® Investors have been increasingly concerned about inflation recently, and with good cause. In...
How We Help Physicians Build Real Wealth
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® Physicians spend their careers providing individualized care to their patients. Like their...
What Physicians Need To Know About Social Security
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® When you retire, you may have several sources from which to draw your income. These sources...
What I Have Learned In 22 Years Of Working With Physicians
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® When people think of well-compensated occupations, being a physician is usually one that comes...
Why We Work With Physicians
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® As a physician, you provide incredible value to your patients. They turn to you when they or a...
Important Financial Actions To Take Before The End Of The Year
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® This year has been one for the history books. All of us have experienced canceled plans, work...
Important Benefits Of 529 Plans
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® It’s tempting to put off saving for college, especially if your children are young, but as...
Portfolio Diversification
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® Diversification is a popular investment strategy, and with good reason, as it is one of the...
Four Ways To Prepare For A More Affordable Retirement
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® What does your ideal retirement look like? Traveling? Volunteering? Spending time with family?...
How To Protect Yourself From Cyberattacks
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® We know that life is busy and stressful—that’s a given in 2020! The last thing you need to deal...
Equity Premiums - A Baseball Analogy
By Jeffrey J. Brown, MD MBA CFA CFP® Investing can be analogous to baseball. The better team does not win every inning. In fact, good...
What We Do And How We Can Help
By Jeff Brown, MD, MBA, CFA®, CFP® It can be hard enough to manage your finances when your circumstances are relatively simple, let alone...
Why I Became A Financial Advisor
By Jeff Brown, MD, MBA, CFA®, CFP® When it comes to choosing a career, some people are drawn to certain jobs or industries because of a...
The Bear Market of 2020
A bear market is defined as a 20% drop from a recent high in the stock market. Most major stock markets in the U.S. and around the world...
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