SHEARWATER CAPITAL

By Jeffrey J. Brown, MD, MBA, CFA®, CFP® If you’ve spent any time researching financial advisors, you’ve probably come across the term...

By Jeffrey J. Brown, MD, MBA, CFA®, CFP® Physicians are often so focused on treating their patients, managing their practices, and...

By Jeffrey J. Brown, MD, MBA, CFA®, CFP® After the uniquely stressful and challenging year you’ve just experienced as a healthcare...

By Jeffrey J. Brown, MD, MBA, CFA®, CFP® Investors have been increasingly concerned about inflation recently, and with good cause. In...

By Jeffrey J. Brown, MD, MBA, CFA®, CFP® Physicians spend their careers providing individualized care to their patients. Like their...

By Jeffrey J. Brown, MD, MBA, CFA®, CFP® When you retire, you may have several sources from which to draw your income. These sources...

By Jeffrey J. Brown, MD, MBA, CFA®, CFP® When people think of well-compensated occupations, being a physician is usually one that comes...

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...

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...

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...

By Jeffrey J. Brown, MD, MBA, CFA®, CFP® Diversification is a popular investment strategy, and with good reason, as it is one of the...

By Jeffrey J. Brown, MD, MBA, CFA®, CFP® What does your ideal retirement look like? Traveling? Volunteering? Spending time with family?...

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...

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...

By Jeff Brown, MD, MBA, CFA®, CFP® It can be hard enough to manage your finances when your circumstances are relatively simple, let alone...

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...

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...

One of the most important decisions in retirement planning is how to withdraw your retirement savings in a way that maximizes income and...

Most people approaching retirement are concerned about having enough income to maintain their lifestyle and sufficient savings to avoid...

When Shearwater Capital was founded in 1999, most financial advisors were recommending actively managed funds with exorbitant annual...