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.


July 27, 2020

I purchased my first stock in high school, RYKA, a footwear company trying to become the next Nike for women. I was an avid athlete and runner, so I related to company’s products. I should have bought the industry leader, NKE, but that is a different story. At that tim...

June 29, 2020

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...

May 22, 2020

Wax On Wax Off: The Real Definition of Risk

You hear financial commentators often talking about the notion of risk in referencing asset classes. ‘The market was higher today and telling us the risk trade is on…’ or ‘Investors took risk off the table this week by shiftin...

April 23, 2020

Asking The Right Questions

“Worst Unemployment Since The Great Depression”

“Record Deaths From Virus”

“Best Weekly Stock Market Gain In 5 Decades”

If you saw the above headlines you would think you were playing one of those ‘which one doesn’t belong here?’ games we took pa...

March 23, 2020

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...

March 9, 2020

“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...

February 26, 2020

“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 d...

February 6, 2020


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...

November 21, 2019

This Is Your Brain.  This Is Your Brain On Money.

Let’s face it, the human brain was not wired to manage money. Forage for berries? Check. Keep the hungry lion at bay? Double check. Staying calm and rational during a market meltdown?  Not a chance. Bear markets eat most...

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© 2017 by Coastwise Capital Group, LLC