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.

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Run Forest Run

In a recent newsletter, I made the analogy that you should visualize your investments like a grove of money trees, each producing fruit for you (in the form of dividends and/or options premium income) with the occasional storm bending, but not breaking the trees themselves. I want to offer up another analogy for your investment portfolio with the goal of your having a different, more objective perspective on how your hard earned money is invested and why. With US stocks trading near all-time highs and the current bull market lasting a record 3,458 days, plus or minus, without a 20% or more decline, it is more important than ever to prepare both emotionally and financially for when, not if,

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