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.


What Have You Done for Me Lately

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 health, there are many ways an FA can enhance your financial life. The process of identifying key goals and setting forth a plan to achieve them is one of the greatest areas of value a professional can provide. Imagine if you went to a gym and the Personal Trainer put you on a treadmill and told you to walk for 30 minutes. He is assuming your goal is to lose weight. But what if instead your objective is to put on muscle, learn

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