Retirement and Investment Literacy

Happy New Year - 2025 quick review and what I'm watching for 2026

With this episode I set the tone for 2026.  What to watch whether you are a beginner or an advanced investor.  
In the new year I will be circling back to basics to start then work my way through more sophisticated strategies.  If you have any questions, please reach out.  Thanks for listening

Things Happening this week.

This week has alot of data being released.  Most Importantly Nvidia's earnings.  

What I'm watching now

Just a few stocks that are on my radar and why.  Please do your homework but I believe you will find value with these names.
 
Elliott
Touchstonefinancialeducation.com

Gold!

On this podcast I discuss Gold as an investment class.  Industrial metal vs. Hedge.  How to play gold till the end of the year as it as reached all time highs and returned 55% this year.  

Gold!

I discuss Gold as an asset class.  What is it?  Why is it up 55% Year-to-Date.  How to take advantage of gold in the 4th qtr.  

TFE Free Investment Research

A quick note on free resources for choosing your investments.
Elliott
www.TouchstoneFinancialEducation.com
No selling. Just eduction.

New companies added to the S&P 500

In this episode I discuss the upward movement of a stock when it gets added to an index - like the S&P 500.
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

Investment Income in Times of Uncertainty

In this episode I discuss how to generate income from your portfolio and reduce volatility.  I cover Dividend Income, Interest Income from Bonds and Hi Yield Savings Accounts.
Thanks for listening,
Elliott
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

Dividend Income

With this episode I discuss dividend income.  Stocks that pay dividends tend to be less volatile as they are more mature companies.  In a time of volatility these are great additions to any portfolio.  If you have any questions, don't hesitate to ask.  
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

What to do?

In this episode I discuss what to do as we near the possible end to the volatility as a result of the tariffs.  My discussion focuses on your state of mind as an investor as opposed to pure metrics.  This is slightly different approach but sometimes it's a good idea to step back and gain some perspective - there will always be opportunities in the market. 
www.TouchstoneFinancialEducation.com
No selling. Just education.