Retirement and Investment Literacy

Mutual Fund and ETF (Exchange Traded Fund) Analysis

In this Podcast, we discuss how to analyze Mutual Funds and ETFs (Exchange Traded Funds). This analysis can be done through your investment portal, as well as the few examples we provide in the video. We also discuss tax-loss harvesting as we are approaching the end of the year.
 

TFE Consults and Classes

This is a short video to describe the consults and classes we offer at Touchstone Financial Education. If you have any questions, shoot us an email via the website. We will respond within 24 hours.
Thanks for watching!
Website link: https://www.touchstonefinancialeducation.com

Bottoms Up - How to Pick Stocks

In this episode, we discuss a common sense approach to picking investments. Whether you are a beginner or an experienced investor, this approach will help you narrow your focus when picking appropriate investments.

Investing and Cash Positions - What to do with cash while the market is flat

In today's podcast we discuss how high-yield savings, money markets and CDs are earning such great interest rates.  We also review where to find these accounts and how APY - annual percental yield - works.  
Also, I discuss Nvidia's earnings report which is coming out next week.  

Value Investing and Sector Rotation (audio)

With this episode, I discuss how to broaden your parameters for looking at opportunities outside the tech sector. I include the use of fundamental analysis and specifically income statements to determine the worthiness of a good value investment. I also discuss the numbers from Microsoft and Google as they announced their earnings today.

Value Investing and Sector Rotation (video)

With this episode, I discuss how to broaden your parameters for looking at opportunities outside the tech sector. I include the use of fundamental analysis and specifically income statements to determine the worthiness of a good value investment. I also discuss the numbers from Microsoft and Google as they announced their earnings today.

Tech Follow Up and Value Investing Intro (audio)

Today we finish up with the tech trade and discuss the cyclical slowdown in trading that occurs during the summer.  The summer malaise.  This is an opportunity to do some homework.  The markets are still in good shape YTD.  Also discuss the energy sector - specifically oil.  The Saudi's have decided to reduce production and what type of impact will that have in the second half of the year on that sector.  Buying opportunity?  Lastly, discuss different metrics used for trading vs. investing.  
 
VIDEO VERSION AVAILABLE

Tech Follow Up and Value Investing Intro (video)

Today we finish up with the tech trade and discuss the cyclical slowdown in trading that occurs during the summer.  The summer malaise.  This is an opportunity to do some homework.  The markets are still in good shape YTD.  Also discuss the energy sector - specifically oil.  The Saudi's have decided to reduce production and what type of impact will that have in the second half of the year on that sector.  Buying opportunity?  Lastly, discuss different metrics used for trading vs. investing.  

Tech Trading and Investing

Today I discuss the momentum behind tech stocks and how you can benefit, whether it be a short-term hold or a long-term investment.  I also review how to find these positions using your investment platform and evaluate which stock or ETF is right for you.  The difference between a trade and an investment is also included.

Asset Allocation: What It Is and How to Implement

This is a follow-up from our last Podcast, How to Pick Investments: Funds.  Once the investments are chosen how do we figure out what percentage of our resources belongs to which fund?  That is asset allocation.  Age and distance to goals like retirement are the biggest determinants in this process.  I share some ways of how to look up asset allocation models using your investment/retirement platform as well as tools outside of your platform.