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

    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

    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?

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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...
    Retirement Distribution Strategies-Part 1

    Retirement Distribution Strategies-Part 1

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

    Financial Strategies for Retirement

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

    Why Dimensional?

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