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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 discuss the momentum behind tech stocks and how you can benefit, whether it be a short-term hold or a long-term investment. I also review how to find these positions using your investment platform and evaluate which stock or ETF is right for you. The difference between a trade and an investment is also included.

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