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 MakeBy Jeffrey J. Brown, MD, MBA, CFA®, CFP® Physicians are often so focused on treating their patients, managing their practices, and...
The Shearwater Report, July 2021 Inflation: Hedging Your BetsBy 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 WealthBy Jeffrey J. Brown, MD, MBA, CFA®, CFP® Physicians spend their careers providing individualized care to their patients. Like their...