Retirement and Investment Literacy

New Crypto ETF's and Earnings from the Magnificent 7

Today we discussed the Ethereum ETF's starting trading today.  More Eth ETF's will start trading later this week.  Also, discussed the earnings report of Alphabet and Tesla.  Can't discuss tech stocks without mentioning the Crowdstrike debacle last week.  How do we strategize around it's pullback?  We walk through those steps.  

Elliott and Sarah Talk About: 2 - Savings and Investing

In this second episode with Elliott and Sarah, we talk about how she got started and what she is doing now. We cover the steps she took to learn. She discusses books like Rich Dad Poor Dad and the Millionaire Next Store. She stresses if she can do it, anybody can do it.
Stay tuned for more from this dynamic duo.
Next Up: Real Estate Investing
www.TouchstoneFinancialEducation.comNo selling. Just education.

2nd half of the year expectations and interest rate decisions

In this episode I recap the 1st half of the years performance which has been really good.  I also discuss stocks and etf's that I am watching for the 2nd half of the year to continue to perform well.  Of course, no discussion about investments today is complete without mentioning the Fed, inflation, unemployment and interest rates. 
BTW Correction I called Supermicro Computer Supermicro strategy... just excited to get the info. out....  :-)
Thanks for listening,
Elliott 

Elliott and Sarah Talk About: 1 - Getting Started on a Journey of Financial Wellness

In this first episode with Elliott and Sarah, we discuss the importance of tracking expenses and how to do it. Also, we discuss how to categorize your money and automating the savings process.
 
Stay tuned for more from this dynamic duo.
 
Next Up: Savings and Investing
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

Opportunities in the Market Today and Investment Taxation

Artificial Intelligence, CyberSecurity, Chips, Healthcare and China. These are all areas of interest to grow your resources as the bull market continues.
While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account. Many platforms are paying 4-5% on cash.
Lastly, I discuss tax rates on brokerage (taxable) investment accounts.
Thanks for listening, Elliott
Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com
No selling. Just education.

Opportunities in the Market Today and Investment Taxation

Artificial Intelligence, CyberSecurity, Chips, Healthcare and China.  These are all areas of interest to grow your resources as the bull market continues. 
While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account.  Many platforms are paying 4-5% on cash.  
Lastly, I discuss tax rates on brokerage (taxable) investment accounts.
Thanks for listening,
Elliott
Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com
No selling. Just education.
 

IRA's for beginners

This episode we discuss what an Individual Retirement Account is, the difference between Traditional & Roth and some limitations associated with these accounts.  This is an episode designed for beginners and a refresher for you more experienced investors.  If you have any questions, please reach out to us.  Thanks for listening.  
TouchstoneFinancialEducation.com
Elliott

How to Choose The Right Investments For You

This episode is designed for people wanting to learn how to choose investments. In the last episode, we focused on how to find the right platform. Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.
Thanks for listening, Elliott
No selling. Just education. www.TouchstoneFinancialEducation.com

How to choose the right investment for you.

This episode is designed for people wanting to learn how to choose investments.  Last episode, we focused on how to find the right platform.  Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.  
Thanks for listening,
Elliott

Investing for Beginners

In this video we discuss how to get started investing. There is a lot of information out there and we want to narrow your focus to help you make decisions. In a simple to follow manner, we lay out how to review platforms to how to add money to an account and start investing.
 
www.TouchstoneFinancialEducation.com
No selling. Just education.