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.
Episodes
May 9, 2025
May 9, 2025
8 min
In this episode I discuss what to do as we near the possible end to the volatility as a result of the tariffs. My discussion focuses on your state of mind as an investor as opposed to pure metrics. This is slightly different approach but sometimes it's a good idea to step back and gain some perspective - there will always be opportunities in the market.
www.TouchstoneFinancialEducation.com
No selling. Just education.
Apr 18, 2025
Apr 18, 2025
1 min
In this episode I discuss how to navigate earnings season with an eye towards a possible economic slowdown.
www.TouchstoneFinancialEducation.com
No selling. Just education.
Apr 11, 2025
Apr 11, 2025
1 min
In this video I discuss what to do while the uncertainty around tariffs remains.
www.TouchstoneFinancialEducation.com
No selling. Just education.
Apr 1, 2025
Apr 1, 2025
8 min
In this episode I discuss 1st quarter performance of major indices. I also touch up expectations for 2nd quarter and Tariff uncertainty.
What metrics can you use to determine market direction? I discuss 4 in this podcast.
Trying times indeed, keep the faith.
Elliott
www.TouchstoneFinancialEducation.com
No selling. Just education.
Mar 4, 2025
Mar 4, 2025
7 min
Today is the first day of the imposition of tariffs. The markets have been extremely volatile in anticpation of this day. How do we evaluate our positions in this uncertain environment? We keep it simple - Market, Sector, Stock. Using this formula can help to reduce the emotional response we have to losing value in our portfolios.
Thanks for listening and keep the faith
Elliott
www.TouchstoneFinancialEducation.com
No selling. Just education.
Feb 7, 2025
Feb 7, 2025
1 min
Short video on what I'm watching in this new sector. Good things are coming.
www.TouchstoneFinancialEducation.com
No selling. Just education.
Jan 22, 2025
Jan 22, 2025
5 min
In this episode I discuss Data Center Reits. These do not operate like traditional REITS which are invested in commercial real estate that provide nice dividends. Data Center Reits are designed for growth. With the push into AI, the growth of this sector is going to continue. This is a way to make an investment in tech. infrastructure.
www.TouchstoneFinancialEducation.com
No selling. Just education.
Jan 1, 2025
Jan 1, 2025
8 min
Took a look back at 2024 market performance and the stocks I discussed throughout the year. Also, I discuss what I am looking at for 2025 aggressive positions.
Thanks for listening and Happy New Year!
Elliott
www.TouchstoneFinancialEducation.com
No selling. Just education.
Dec 23, 2024
Dec 23, 2024
5 min
This 3rd installment wraps up our installment on the mindset of a successful investor. We had a great time putting these together and we hope you enjoy.
Dec 21, 2024
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