Episodes

Thursday Sep 01, 2022
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

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
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
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

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
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

Tuesday Jun 07, 2022
Tuesday Jun 07, 2022
Discussing a few metrics you can use to gauge sentiment and market direction. Analysis first then jump in.
Touchstone Financial Education
Elliott Cox

Monday May 23, 2022
Monday May 23, 2022
In this podcast I cover - should I hire a Financial Advisor? What is a fiduciary? What questions should I ask my potential advisor? Also, the different organizations advisors work for.
Touchstone Financial Education
Elliott Cox

Thursday May 12, 2022
Thursday May 12, 2022
Wanted to explain in detail what an I Bond is and how they work. Been getting a lot of questions around these. This is an amendment to my Asset Allocation podcast.
Touchstone Financial Education
Elliott Cox

Thursday May 12, 2022
Thursday May 12, 2022
This is the last in my investments basics series. This podcast covers why it is important to have the appropriate allocation. What is it? Why should I use asset allocation as a model for investing?
Touchstone Financial Education
Elliott Cox

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