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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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A discussion on the more aggressive components of the market. There has been a shift in stock investing since the 4th quarter of 2022 from conservative sectors of the market such as energy and consumer staples back into tech and more aggressive sectors of the market. It's time to use watch lists, stop loss orders, and technical analysis.

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Where Do I Put My Money Now?

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