Coastwise Monthly Dividend Newsletter

Musings on financial matters that impact your wallet and your life.


The issues presented monthly in the Coastwise Dividend Newsletter can be nuanced and complex.  While the objective of the newsletter is to provide information you can apply immediately and profitably, it should be noted that everyone’s circumstances are different – and there is no practical way we can cover all the aspects of a given topic without causing your inbox to explode.  To learn more about some of the trading, hedging, income generation and other techniques discussed in the newsletter and applied daily here at Coastwise, please feel free to contact us directly for a one on one discussion.

March 23, 2020

Dear Valued Partners and Friends,

I purchased my first publicly traded security in 1980 when the DOW traded well below 1,000. Since that time there have been a myriad of challenges which have faced the world, our country, our economy, and our markets. Many of those are...

March 9, 2020

“Be fearful when others are greedy, and be greedy when others are fearful.”

“The stock market is a device for transferring money from the impatient to the patient.”

  • Warren Buffett

I would like to offer a total perspective shift on investing that will hopefully help...

February 26, 2020

“I don’t know….”

                           - Said no financial pundit ever.

The reality is that the world is a complex place. Financial markets are influenced by thousands and thousands of variables on a d...

February 6, 2020


LA Jolla, CA (February 6, 2020) Coastwise Capital Group, LLC is pleased to announce nine years of recognized managerial excellence with the reception of the 2020 FIVE STAR Wealth Managers Award. The 2020 FIVE STAR Wealth Managers...

January 27, 2020

The Power of Goals

January is a common - and powerful - time of year to assess where
we are, think about changes we want to make in the various aspects
of our lives (health, wealth, relationships, etc.) and set forth a plan
for taking action. Most goals focus on things...

November 21, 2019

This Is Your Brain.  This Is Your Brain On Money.

Let’s face it, the human brain was not wired to manage money. Forage for berries? Check. Keep the hungry lion at bay? Double check. Staying calm and rational during a market meltdown?  Not a chance. Bear markets eat most...

April 22, 2019

How Much Can I Pay You To Do Nothing?

I can still remember my first market crash, and boy was it a doozy. October, 1987. I had been investing for a few years, learning the ropes, and as I headed back to my junior year in college that fall, there were rumblings in the ma...

February 27, 2019

For the last half decade plus, U.S. stocks have been just about the only game in town. While the DOW and other U.S. major indices rest near all-time highs, European stocks, for example, as represented by VGK, have seen little net upward movement since 2006 (with plenty...

January 22, 2019

The night before Christmas, as little ones around the world slept peacefully with thoughts of presents to open the next morning, I had a dream. With US stocks suffering their worst December since the Great Depression (the original one back in the 1930s, not version 2.0...

December 17, 2018

In the November issue of the Coastwise Dividend Newsletter I summarized the feelings many investors experience during typical market cycles (and often take actions against their long term financial interests based on said feelings). While it has been empirically proven...

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