Retirement and Investment Literacy

1st Qtr numbers and 2nd Qtr Expectations

In this episode I discuss 1st quarter performance of major indices.  I also touch up expectations for 2nd quarter and Tariff uncertainty.  
What metrics can you use to determine market direction?  I discuss 4 in this podcast.  
Trying times indeed, keep the faith.
Elliott

Market, Sector Stock

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
 

Quantum Computing - Short

Short video on what I'm watching in this new sector.  Good things are coming.  

REITS! Growth Opportunity

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.  

2024 stock picks and 2025 momentum

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
 
 

Joint Podcast with Luann. Maintaining a postive mindset with Investing

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.  
 

Retirement Contribution Limits for 2025

Just a heads up on contribution limits

Ai Bubble? Let's compare it to the tech bubble of 1999

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.  
 
 

Elliott and Luann - 2 of 3 of our series on maintaining a positive mindset around investing

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.

Elliott and Luann - 1 of 3 of our series on maintaining a positive mindset around investing

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.