Financial Planning and Investment Management For Physicians, By Physicians

SHEARWATER CAPITAL

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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...
    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...
    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...
    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...
    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...
    Why Dimensional?

    Why Dimensional?

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

    History Lessons

    A fundamental principle of financial economics is the idea that risk and return are inextricably linked. However, when it comes to...
    Positive Expected Returns

    Positive Expected Returns

    “What’s the stock market going to do?” If you have read our past newsletters, you know that we are not market prognosticators. It is...
    Market Complacency

    Market Complacency

    Since 2012, the stock market has demonstrated below average volatility and positive returns, potentially lulling investors into a false...
    Time Value of Money

    Time Value of Money

    The time value of money is the concept that a dollar today is worth more than a dollar next month, next year, or ten years from now. This...
    Socially Responsible Investing

    Socially Responsible Investing

    Socially responsible investing refers to an investment strategy that considers the potential impact of your investments on society in additi
    Why Invest in Stocks?

    Why Invest in Stocks?

    Why do we invest in stocks? Stocks are risky. Why not just buy U.S. treasury bonds and get a guaranteed rate of return backed by the full...
    How to Build Your Roth Assets: Part 2

    How to Build Your Roth Assets: Part 2

    We recommend building your retirement assets by contributing to three separate “buckets” of money: 1) traditional retirement accounts; 2)...
    How to Build Your Roth Assets: Part 1

    How to Build Your Roth Assets: Part 1

    We recommend building your retirement assets by contributing to three separate “buckets” of money: 1) traditional retirement accounts; 2)...
    The Randomness of Asset Class Returns

    The Randomness of Asset Class Returns

    Academic research has shown that there is little predictability in asset class performance from one year to the next. To illustrate this...
    Individual Bonds: Are They Really Better Than Bond Funds?

    Individual Bonds: Are They Really Better Than Bond Funds?

    In constructing our client portfolios, we rely primarily on DFA funds, for both equity and fixed income securities. While most of our...
    Advisor’s Alpha

    Advisor’s Alpha

    Vanguard recently published a white paper on “advisor’s alpha,” in which they discuss and attempt to quantify the value an investment...
    How Much to Save

    How Much to Save

    Two of the most common questions people ask about retirement planning are, “How much should I save?” and “Am I on track with my...
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