Episodes

Tuesday Mar 04, 2025
Tuesday Mar 04, 2025
Today is the first day of the imposition of tariffs. The markets have been extremely volatile in anticpation of this day. How do we evaluate our positions in this uncertain environment? We keep it simple - Market, Sector, Stock. Using this formula can help to reduce the emotional response we have to losing value in our portfolios.
Thanks for listening and keep the faith
Elliott

Friday Feb 07, 2025
Friday Feb 07, 2025
Short video on what I'm watching in this new sector. Good things are coming.

Wednesday Jan 22, 2025
Wednesday Jan 22, 2025
In this episode I discuss Data Center Reits. These do not operate like traditional REITS which are invested in commercial real estate that provide nice dividends. Data Center Reits are designed for growth. With the push into AI, the growth of this sector is going to continue. This is a way to make an investment in tech. infrastructure.

Wednesday Jan 01, 2025
Wednesday Jan 01, 2025
Took a look back at 2024 market performance and the stocks I discussed throughout the year. Also, I discuss what I am looking at for 2025 aggressive positions.
Thanks for listening and Happy New Year!
Elliott

Monday Dec 23, 2024
Monday Dec 23, 2024
This 3rd installment wraps up our installment on the mindset of a successful investor. We had a great time putting these together and we hope you enjoy.

Saturday Dec 21, 2024

Friday Dec 20, 2024
Friday Dec 20, 2024
In this podcast I compare the rapid growth of AI and a potential bubble to what we went through back in 1999's tech bubble. It's a compare and contrast discussion.

Tuesday Nov 26, 2024
Tuesday Nov 26, 2024
In this second episode with Elliott and Luann, we continue discussing how to maintain a positive mindset around investing.
Stay tuned for more from this dynamic duo.
www.TouchstoneFinancialEducation.com
No selling. Just education.

Tuesday Nov 26, 2024
Tuesday Nov 26, 2024
In this first episode with Elliott and Luann, we discuss how to maintain a positive mindset around investing.
Stay tuned for more from this dynamic duo.
www.TouchstoneFinancialEducation.com
No selling. Just education.

Thursday Oct 24, 2024
Thursday Oct 24, 2024
A short video describing who we are and what we do.
Thanks for watching/listening.
TouchstoneFinancialEducation.com

Educator, Consultant, and Podcast Creator
- Over 22 years’ experience as an independent Financial Advisor
- Investment consulting with an emphasis on portfolio creation and rebalancing and education on capital markets
- Managed retirement and brokerage portfolios for small business owners and tech employees, with about $20M of assets under management
- Self-employed, I had a Registered Investment Advisory (RIA) licensed in California as well as my Securities Licenses (24, 7, 63, 65, CA Life Insurance License)
LinkedIn | www.touchstonefinancialeducation.com | ecox@touchstonefinancialeducation.com | (650) 302-2575