#Dimensionalfunds

Why Dimensional?

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

Dimensional Funds vs. ETFs

As a fee-only, independent investment advisory firm, we are free to choose any available investment option for our clients. For the past...

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...

Little Things Add Up

As an investor, you can choose between active and passive investment management. Active management is an attempt to beat the market...

Shearwater Capital: A Brief History

Shearwater Capital was founded by Eric Malden and me in 1999, while we were classmates in the Executive MBA program at Washington...

Financial Planning and Investment Management For Physicians, By Physicians