When people think of a Financial Advisor they often fixate on short term portfolio performance. But is this the sole purpose a well trained FA can serve? Or even the most important? To be sure, just as a great personal trainer can add tremendous value to your physical...

Wax On Wax Off: The Real Definition of Risk

You hear financial commentators often talking about the notion of risk in referencing asset classes. ‘The market was higher today and telling us the risk trade is on…’ or ‘Investors took risk off the table this week by shiftin...

Asking The Right Questions

“Worst Unemployment Since The Great Depression”

“Record Deaths From Virus”

“Best Weekly Stock Market Gain In 5 Decades”

If you saw the above headlines you would think you were playing one of those ‘which one doesn’t belong here?’ games we took pa...

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...

“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...

“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...

COASTWISE NAMED FIVE STAR WEALTH MANAGER

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...

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...

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...

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...