Tax-Efficient Charitable Giving with a Traditional IRA

Financial Planning and Investment Management For Physicians, By Physicians
SHEARWATER CAPITAL



Market Volatility


Is Your Insurance Up to Date and Adequate?


What Is a Fee-Only Financial Advisor & Why Does it Matter?


The 5 Financial Mistakes Physicians Make


How Can Physicians Catch Up for Retirement in a Hurry?


The Shearwater Report, July 2021 Inflation: Hedging Your Bets


How We Help Physicians Build Real Wealth


What Physicians Need To Know About Social Security


What I Have Learned In 22 Years Of Working With Physicians


Why We Work With Physicians


Important Financial Actions To Take Before The End Of The Year

Important Benefits Of 529 Plans


Portfolio Diversification


Four Ways To Prepare For A More Affordable Retirement


How To Protect Yourself From Cyberattacks


Equity Premiums - A Baseball Analogy


What We Do And How We Can Help


Why I Became A Financial Advisor


The Bear Market of 2020