Retirement and Investment Literacy

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 tarrifs.  My dicussion 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 opportunites in the market. 

Earnings Season - What to consider

In this episode I discuss how to navigate earnings season with an eye towards a possible economic slowdown.

What to do during uncertain times

In this video I discuss what to do while the uncertainty around tariffs remain.  

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