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.


Focusing on Goals vs. Markets

I often get asked the question, “What to do you think about the market right now?” No person on the planet has any idea where various asset classes will trade in the near term (the longer term being far more predictable). For a well-constructed portfolio of individual stocks and ETFs in the context of a prudently thought out financial plan, at best it doesn’t matter, and at worst it is focusing on the very wrong thing. As you assess how you are ‘doing’ in your investment program, you should be thinking largely relative to your goals, not the stock market (a US-centric index like the S&P 500 is often not the best benchmark anyway for a well balanced portfolio containing gold/commodities, bond

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