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...
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Financial Planning and Investment Management For Physicians, By Physicians
SHEARWATER CAPITAL
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How Can Physicians Catch Up for Retirement in a Hurry?
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® After the uniquely stressful and challenging year you’ve just experienced as a healthcare...
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...
What Physicians Need To Know About Social Security
By Jeffrey J. Brown, MD, MBA, CFA®, CFP® When you retire, you may have several sources from which to draw your income. These sources...
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...
Retirement Distribution Strategies-Part 1
One of the most important decisions in retirement planning is how to withdraw your retirement savings in a way that maximizes income and...
Financial Strategies for Retirement
Most people approaching retirement are concerned about having enough income to maintain their lifestyle and sufficient savings to avoid...
Social Security (Part 1)
An often overlooked component of retirement planning is how best to utilize your Social Security benefits. Some financial advisors...
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)...
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...
Buckets
The main goal for most investors is to save for a comfortable retirement. While each individual’s retirement planning strategy should be...
Roth Conversions
An inconvenient feature of your traditional retirement plan is that the assets will be taxed at your marginal income tax rate when they...
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