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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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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.

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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.

As the New Year Begins...

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