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.


"I don't Know..." - Said No Financial Pundit Ever

“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 daily basis. Investors are just human beings with fears and flaws and a tendency to make short term emotions based decisions for what should be rational long term considerations. You hear comments regularly like, “…the market is telling you….” Or “….the market is looking for a reason to go lower…” as though the ‘Market’ is some force, some external power with its own energy and mind. Let me tell you a little secret: the ‘Market’ is just you and me and a few million other people buying and selling stocks. That’s it. W

Coastwise Named Five Star Wealth Manager

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’ list represents the top wealth managers in San Diego. Wealth managers are nominated by peers, as well as firms including CPAs, estate planning attorneys, and other financial institutions. The piece is featured in San Diego Magazine’s January 2020 issue. The advisors at Coastwise work hard to create individualized portfolios with the intent of meeting each client’s personal financial goals. With intelligence and integrity, we

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