Broker Check

Resources

Resources
Resources Based on your needs


Next Generation

Learn more

Business Owners

Learn more

Individuals & Families

Learn more

Catch This Month's Tide
Read The Newest Edition of Coastline's Newsletter

Welcome to The Tide - Coastline Investment Team’s way of updating you on our view of the markets, thematic changes to portfolios, and timely investment ideas that might be of interest.

  • Equities Keep Climbing: The S&P 500 gained 1.9% in August, its fourth month in a row of gains. Broad participation across sectors shows momentum is not limited to just mega-cap tech.
  • Fed Rate Cuts Expected: The Fed is widely anticipated to lower rates by 0.25% on September 17. While inflation remains above target, signs of a softer labor market are strengthening the case for easing.
  • Challenges for the Fed: Mixed economic signals and growing political pressure make this a delicate moment. A perceived loss of credibility could unsettle bond markets.
  • AI Investment Powering Growth: Heavy capital spending by tech companies has driven 35–45% of U.S. GDP growth over the past three quarters. The trend remains a major driver of earnings and innovation.
  • Earnings Remain Strong: Q2 earnings growth came in at 11%, an encouraging sign for markets ahead.

If you have any questions or would like to review your investment strategy, please don’t hesitate to reach out to your financial advisor.

How We Help
Solutions Heading

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More
Monthly Memberships

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Learn More
A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Learn More
Comparing Mortgage Terms

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.
Learn More
Lifetime of Earnings

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.
Learn More
The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.
Learn More
Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
Learn More
How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
Learn More
Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Learn More
What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More
Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn More