SHEARWATER CAPITAL

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...

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...

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

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

Academic research has shown that there is little predictability in asset class performance from one year to the next. To illustrate this...

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

Shearwater Capital was founded in 1999. During the past 14 years, we’ve had an opportunity to observe which factors have contributed the...

The main goal for most investors is to save for a comfortable retirement. While each individual’s retirement planning strategy should be...

Historically, the stock market has exhibited two characteristics: its returns are volatile and the overall market trends up over long...