Retirement and Investment Literacy

How to Pick Investments: Funds

How to pick the investments that are right for you.  Whether it be in your retirement plan at work or investing on your own.  We utilize the tools of our investment platforms as well as other sources we can Google: such as etfdb.com and U.S. News and World Report.  

Investing: How to Get Started

Today we discuss the mechanics of investing - how to choose a platform that is right for you based on your experience as an investor.  I review which pages each platform has that you will use to invest your money, such as the Opening Account screen, the Trade screen, Activity page, and how to find your Tax Documents.  

Options Continued: Puts and Shorts

Today's Podcast is a continuation of our Options discussion.  We cover Put options and strategies on how to use them.  To help understand options trading we discuss shorting the markets and how that can be used in lieu of bearish Put strategies.  This is the last in the series on Options.  We will be returning to basic investing and retirement strategies going forward.  We love the feedback we receive on our website as well as the suggestions made on future topics.

Options II - Intro to Call Strategies, Options Chains, Trading, and Leveraged ETFs

This Podcast covers bull and bear strategies for Call options, how to find options chains on your investment platform, and how volatility lends itself to profitable options trading. We also discuss leveraged ETFs - what they are and how to use them as opposed to options trading.  

Options Intro and Follow Up with Research from Last Podcast

This podcast is a brief continuation of my last podcast on research and watchlists - where to find information outside of your investing platform.  I continue with an introduction into options trading. 

Where Do I Put My Money Now?

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.  

As the New Year Begins...

Review contribution limits on retirement accounts.  I also discussed a few indicators to be used to look for a market turn around.  Also briefly discussed APY and high yield savings accounts.  

New Year Checklist

Today I want to provide an update on contribution limits to retirement accounts.  Also, a quick review of the market volatility and the federal reserve and information on the different strategies to be used between retirement and taxable (brokerage) investing.  
 
Touchstone Financial Education
Elliott Cox

Backo the Stock Market

This podcast is a pivot back to the stock market.  I discuss the impact of the Federal Reserve meeting notes, asset allocation and how to evaluate your retirement and taxable accounts.  This is a segue back into more detailed information on stock investing.
 
Touchstone Financial Education
Elliott Cox

Back to the Stock Market

This podcast is a pivot back to the stock market.  I discuss the impact of the Federal Reserve meeting notes, asset allocation and how to evaluate your retirement and taxable accounts.  This is a segue back into more detailed information on stock investing.
 
Touchstone Financial Education
Elliott Cox