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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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In this video, we discuss how to evaluate when to sell a position - MF, ETF, or Stock. We review how to place the trade as well.

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In this video, we discuss how to evaluate when to sell a position - MF, ETF, or Stock. We review how to place the trade as well.