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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
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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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

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Touchstone Financial Education

Elliott Cox

New Year Checklist

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