Retirement and Investment Literacy

By TouchstoneFinancialEducation.com - See our Market Updates and work with us one-on-one!

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Episodes

As the New Year Begins...

Thursday Jan 19, 2023

Thursday Jan 19, 2023

Review contribution limits on retirement accounts.  I also discussed a few indicators to be used to look for a market turn around.  Also briefly discussed APY and high yield savings accounts.  

New Year Checklist

Monday Jan 02, 2023

Monday Jan 02, 2023

Today I want to provide an update on contribution limits to retirement accounts.  Also, a quick review of the market volatility and the federal reserve and information on the different strategies to be used between retirement and taxable (brokerage) investing.  
 
Touchstone Financial Education
Elliott Cox

Backo the Stock Market

Monday Dec 12, 2022

Monday Dec 12, 2022

This podcast is a pivot back to the stock market.  I discuss the impact of the Federal Reserve meeting notes, asset allocation and how to evaluate your retirement and taxable accounts.  This is a segue back into more detailed information on stock investing.
 
Touchstone Financial Education
Elliott Cox

Back to the Stock Market

Monday Nov 28, 2022

Monday Nov 28, 2022

This podcast is a pivot back to the stock market.  I discuss the impact of the Federal Reserve meeting notes, asset allocation and how to evaluate your retirement and taxable accounts.  This is a segue back into more detailed information on stock investing.
 
Touchstone Financial Education
Elliott Cox
 

Thursday Nov 17, 2022

The impact the federal reserve has on our lives as it relates to being a consumer, investor and business owners.  Focused on the Federal Funds Rate and the Discount Rate.  Also, discussed how the interest rates hikes have impacted the stock market in 2022.
Touchstone Financial Education
Elliott Cox

Bonds II (Bills and Notes)

Monday Oct 31, 2022

Monday Oct 31, 2022

This episode is a continuation of the intro to bonds podcast. Here I focus on the shorter-term debt instruments, Treasury Bills to Notes.
 
Touchstone Financial Education
Elliott Cox

Intro To Bonds

Monday Oct 10, 2022

Monday Oct 10, 2022

What is a bond?  Run through on the basics of a bond and how they work in the capital markets.  Will follow through with real life examples as it relates to our current interest rate environment in the next episode.
 
Touchstone Financial Education
Elliott Cox

Technical Trading II

Thursday Sep 22, 2022

Thursday Sep 22, 2022

Continuation of technical indicators. How to use short term Simple Moving Averages to determine direction of a stock.  Also, discussed sell targets.  
 
Touchstone Financial Education
Elliott Cox

Thursday Sep 01, 2022

Time in the market not timing the market - not necessarily true. In volatile markets there is money to be made with trading stocks. I will start discussing the use of different technical metrics to determine how to buy/sell a position.  
 
Touchstone Financial Education
Elliott Cox

Tying It All Together

Thursday Aug 18, 2022

Thursday Aug 18, 2022

Moving from fundamentals and easy to follow broad market indicators. Tied in elements from previous podcasts. Moving onto trading stocks and options.
 
Touchstone Financial Education
Elliott Cox

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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
  • Complex Sales & Solution Development, Needs Assessment, and Strategic Planning
  • 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

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