Retirement and Investment Literacy

By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.

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Episodes

Monday Sep 16, 2024

This is a discussion on how the bond market will be impacted by the interest rate cuts starting this month.  We hear alot about interest rate cuts and stock market, but the bond market will be changing as a result of the rate cuts.  
TouchstoneFinancialEducation.com
No Selling.  Just Education.

Thursday Sep 12, 2024

This one is a little long I know... but there is no way to short-cut an understanding on how the rate reduction will impact bond yields.  Not only do lower rates impact us as consumers and investors but as tax payers as well.  Thanks for listening.
Touchstone Financial Education
No Selling, just Education
 

Oversold Tech stock

Friday Sep 06, 2024

Friday Sep 06, 2024

Short video on beaten up tech stock.  When the September pull-back is over, this stock should turn around. It was added to the S&P 500 in March of 24'.

Sunday Sep 01, 2024

With this post, we discuss Crowdstrike and Nvidia's earnings report and what's going on with the markets.  

Wednesday Aug 28, 2024

This podcast is for my agressive investors and traders.  We discuss the earnings report from both Crowdstrike & Nvidia as well as the guidance on where their revenues and earnings per share are expected to go.  The choice you make around both should fit within your investing discipline - short term or long term.  We also mentioned the levereged etf NVDU - might want to take profits.  Thanks for listening.  

Market Volatility Today

Tuesday Aug 13, 2024

Tuesday Aug 13, 2024

In today's video, we talk about market volatility and opportunities in the tech sector.
 
www.touchstonefinancialeducation.com
No selling. Just education.

Wednesday Jul 31, 2024

In this third episode with Elliott and Sarah, we talk about using Real Estate Investing as a path to financial freedom. The purpose here is to generate passive income.
 
Stay tuned for more from this dynamic duo.
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

Tuesday Jul 23, 2024

Today we discussed the Ethereum ETF's starting trading today.  More Eth ETF's will start trading later this week.  Also, discussed the earnings report of Alphabet and Tesla.  Can't discuss tech stocks without mentioning the Crowdstrike debacle last week.  How do we strategize around it's pullback?  We walk through those steps.  

Sunday Jul 14, 2024

In this second episode with Elliott and Sarah, we talk about how she got started and what she is doing now. We cover the steps she took to learn. She discusses books like Rich Dad Poor Dad and the Millionaire Next Store. She stresses if she can do it, anybody can do it.
Stay tuned for more from this dynamic duo.
Next Up: Real Estate Investing
www.TouchstoneFinancialEducation.comNo selling. Just education.

Thursday Jul 11, 2024

In this episode I recap the 1st half of the years performance which has been really good.  I also discuss stocks and etf's that I am watching for the 2nd half of the year to continue to perform well.  Of course, no discussion about investments today is complete without mentioning the Fed, inflation, unemployment and interest rates. 
BTW Correction I called Supermicro Computer Supermicro strategy... just excited to get the info. out.... :-)
Thanks for listening,
Elliott 

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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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