Retirement and Investment Literacy

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Episodes

Thursday Nov 17, 2022

The impact the federal reserve has on our lives as it relates to being a consumer, investor and business owners.  Focused on the Federal Funds Rate and the Discount Rate.  Also, discussed how the interest rates hikes have impacted the stock market in 2022.
Touchstone Financial Education
Elliott Cox

Bonds II (Bills and Notes)

Monday Oct 31, 2022

Monday Oct 31, 2022

This episode is a continuation of the intro to bonds podcast. Here I focus on the shorter-term debt instruments, Treasury Bills to Notes.
 
Touchstone Financial Education
Elliott Cox

Intro To Bonds

Monday Oct 10, 2022

Monday Oct 10, 2022

What is a bond?  Run through on the basics of a bond and how they work in the capital markets.  Will follow through with real life examples as it relates to our current interest rate environment in the next episode.
 
Touchstone Financial Education
Elliott Cox

Technical Trading II

Thursday Sep 22, 2022

Thursday Sep 22, 2022

Continuation of technical indicators. How to use short term Simple Moving Averages to determine direction of a stock.  Also, discussed sell targets.  
 
Touchstone Financial Education
Elliott Cox

Thursday Sep 01, 2022

Time in the market not timing the market - not necessarily true. In volatile markets there is money to be made with trading stocks. I will start discussing the use of different technical metrics to determine how to buy/sell a position.  
 
Touchstone Financial Education
Elliott Cox

Tying It All Together

Thursday Aug 18, 2022

Thursday Aug 18, 2022

Moving from fundamentals and easy to follow broad market indicators. Tied in elements from previous podcasts. Moving onto trading stocks and options.
 
Touchstone Financial Education
Elliott Cox

Tuesday Aug 02, 2022

Continuing with stock analysis. Income producing stocks - preferred stocks. How to pursue income on the equity (stock) side of the market.
 
Touchstone Financial Education
Elliott Cox

Saturday Jul 16, 2022

Continuation of stock fundamentals. Dividends - what are they, how do they work, and how to compare dividends between companies and industries. Equity Income Investing.
 
Touchstone Financial Education
Elliott Cox

Stock Analysis - First Steps

Monday Jul 04, 2022

Monday Jul 04, 2022

This podcast is about using fundamental analysis. Earnings per share (EPS) and revenue number and P/E ratios. I will be introducing other metrics in following podcasts.
 
Touchstone Financial Education
Elliott Cox

Thursday Jun 16, 2022

Using a top-down analysis to find good investments while the markets are down. Not investing yet - just getting ready. Putting together watchlists.
 
Touchstone Financial Education
Elliott Cox

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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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