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.


An Important Message from Coastwise Chief Investment Officer

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 serving as points of reference now – Black Monday in 1987, the bursting of the tech bubble in 2001, and the financial crisis in 2008/2009. While each one was different in origin and duration, they all subsided, and stocks went on to greater heights within a relatively short period thereafter. This specific situation is complex on one level (and of course involves literally life and death considerations), but at its core is ver

The Stairway to Financial Heaven: A Perspective on the Price We Pay

“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 you through the current challenges we face. I gave my 9 year old a riddle the other day: ‘do you have to take more steps if you walk up an escalator slowly or quickly?’ She thought about it for a second and correctly answered that, counter-intuitively, the faster you walk/run, the more steps you take. To make the point more clear, let’s take the extreme. In one case, you run so fast that not even 1 step rotation takes place (i.e

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