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...
Financial Planning and Investment Management For Physicians, By Physicians
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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...
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
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
Academic research has shown that there is little predictability in asset class performance from one year to the next. To illustrate this...
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...
Pay Yourself First
Shearwater Capital was founded in 1999. During the past 14 years, we’ve had an opportunity to observe which factors have contributed the...
Buckets
The main goal for most investors is to save for a comfortable retirement. While each individual’s retirement planning strategy should be...
Dollar Cost Averaging
Historically, the stock market has exhibited two characteristics: its returns are volatile and the overall market trends up over long...