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.
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30 year financial services veteran. Father of two, grandfather of 5, husband (to the same woman) for 35 years.
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Tiingo Investing: How to Create a Better Investment and Retirement Portfolio
Rishi Singh, Tiingo.com
Tiingo Investing : "Create a Better Investment and Retirement Portfolio" is a series dedicated toward teaching basic and advanced topics, like what is a stock, mutual fund, etf, or bond all the way to portfolio construction and hedge fund strategies. It is a lesson plan dedicated toward making professional level tools and concepts accesible to everybody - including the beginning investor and professional trader. If you are just beginning to learn how to invest with a retirement portfolio or ...
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A short video describing who we are and what we do. Thanks for watching/listening. TouchstoneFinancialEducation.comDe către ecoxn
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Emerging Market Investing and IRA contributions for 2024
1:48
1:48
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1:48
This episode we discuss China and their $142B infusion into their economy and its impact on their stock markets. We also discuss the growing might of India's economy. How do we play the uptick in both of these emerging market economies? We also discuss contribution limits and final day to fund IRA's.…
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Debt Instruments, interest rate reductions and your cash savings
4:23
4:23
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4:23
In this episode we discuss the impact of interest rate reductions on your cash savings and bond investments. Touchstonefinancialeducation.com No selling. Just education.De către ecoxn
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Savings for Gig workers, the self employed and small business owners
1:49
1:49
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1:49
This episode is the second in a series I am creating in response to questions for my viewers in Nashville Tn.. They wanted to know how do gig workers, self employed and small business owners save for money. We have already discussed tracking income/expenses. Now we are moving into spending plans and next will be savings.…
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How the pending Interest Rate Cuts will impact the bond market and a little on stocks.
2:39
2:39
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2:39
This is a discussion on how the bond market will be impacted by the interest rate cuts starting this month. We hear alot about interest rate cuts and stock market, but the bond market will be changing as a result of the rate cuts. TouchstoneFinancialEducation.com No Selling. Just Education.De către ecoxn
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Interest Rate Reduction and the Bond Market
9:12
9:12
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9:12
This one is a little long I know... but there is no way to short-cut an understanding on how the rate reduction will impact bond yields. Not only do lower rates impact us as consumers and investors but as tax payers as well. Thanks for listening. Touchstone Financial Education No Selling, just Education…
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Short video on beaten up tech stock. When the September pull-back is over, this stock should turn around. It was added to the S&P 500 in March of 24'.De către ecoxn
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2 tech companies and a market overview
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3:03
With this post, we discuss Crowdstrike and Nvidia's earnings report and what's going on with the markets.De către ecoxn
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Crowdstrike and Nvidia - earnings and aftermarket action
6:57
6:57
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6:57
This podcast is for my agressive investors and traders. We discuss the earnings report from both Crowdstrike & Nvidia as well as the guidance on where their revenues and earnings per share are expected to go. The choice you make around both should fit within your investing discipline - short term or long term. We also mentioned the levereged etf NV…
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In today's video, we talk about market volatility and opportunities in the tech sector. www.touchstonefinancialeducation.com No selling. Just education.De către ecoxn
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Elliott and Sarah Talk About: 3 - Using Real Estate Investing as a Path to Financial Freedom
10:50
10:50
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10:50
In this third episode with Elliott and Sarah, we talk about using Real Estate Investing as a path to financial freedom. The purpose here is to generate passive income. Stay tuned for more from this dynamic duo. www.TouchstoneFinancialEducation.com No selling. Just education.De către ecoxn
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New Crypto ETF's and Earnings from the Magnificent 7
13:21
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13:21
Today we discussed the Ethereum ETF's starting trading today. More Eth ETF's will start trading later this week. Also, discussed the earnings report of Alphabet and Tesla. Can't discuss tech stocks without mentioning the Crowdstrike debacle last week. How do we strategize around it's pullback? We walk through those steps.…
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Elliott and Sarah Talk About: 2 - Savings and Investing
11:56
11:56
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11:56
In this second episode with Elliott and Sarah, we talk about how she got started and what she is doing now. We cover the steps she took to learn. She discusses books like Rich Dad Poor Dad and the Millionaire Next Store. She stresses if she can do it, anybody can do it. Stay tuned for more from this dynamic duo. Next Up: Real Estate Investing www.T…
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2nd half of the year expectations and interest rate decisions
16:46
16:46
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16:46
In this episode I recap the 1st half of the years performance which has been really good. I also discuss stocks and etf's that I am watching for the 2nd half of the year to continue to perform well. Of course, no discussion about investments today is complete without mentioning the Fed, inflation, unemployment and interest rates. BTW Correction I c…
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Elliott and Sarah Talk About: 1 - Getting Started on a Journey of Financial Wellness
5:16
5:16
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5:16
In this first episode with Elliott and Sarah, we discuss the importance of tracking expenses and how to do it. Also, we discuss how to categorize your money and automating the savings process. Stay tuned for more from this dynamic duo. Next Up: Savings and Investing www.TouchstoneFinancialEducation.com No selling. Just education.…
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Opportunities in the Market Today and Investment Taxation
12:31
12:31
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12:31
Artificial Intelligence, CyberSecurity, Chips, Healthcare and China. These are all areas of interest to grow your resources as the bull market continues. While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account. Many platforms are paying 4-5% on cash. Lastly, I discu…
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Opportunities in the Market Today and Investment Taxation
17:14
17:14
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17:14
Artificial Intelligence, CyberSecurity, Chips, Healthcare and China. These are all areas of interest to grow your resources as the bull market continues. While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account. Many platforms are paying 4-5% on cash. Lastly, I discu…
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This episode we discuss what an Individual Retirement Account is, the difference between Traditional & Roth and some limitations associated with these accounts. This is an episode designed for beginners and a refresher for you more experienced investors. If you have any questions, please reach out to us. Thanks for listening. TouchstoneFinancialEdu…
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How to Choose The Right Investments For You
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12:07
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12:07
This episode is designed for people wanting to learn how to choose investments. In the last episode, we focused on how to find the right platform. Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost. Thanks for listening, Elliott No selling. Just education. www.TouchstoneFinancialEducatio…
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How to choose the right investment for you.
12:42
12:42
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12:42
This episode is designed for people wanting to learn how to choose investments. Last episode, we focused on how to find the right platform. Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost. Thanks for listening, ElliottDe către ecoxn
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In this video we discuss how to get started investing. There is a lot of information out there and we want to narrow your focus to help you make decisions. In a simple to follow manner, we lay out how to review platforms to how to add money to an account and start investing. www.TouchstoneFinancialEducation.com No selling. Just education.…
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Source: https://www.podbean.com/eau/pb-evd43-15a150c In this episode I discuss how to get started with investing. We discuss how to choose the right platform such as Fidelity, Vanguard, Schwab, and e*Trade. We review what type of account to open, such as individual (brokerage) account or IRA (Traditional vs. Roth). We also provide a basic overview …
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When to Sell a MF, ETF, or Stock
15:55
15:55
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15:55
In this video, we discuss how to evaluate when to sell a position - MF, ETF, or Stock. We review how to place the trade as well.De către ecoxn
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2024 Retirement Contribution Limits, Markets in the New Year, and Bitcoin ETFs
24:29
24:29
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24:29
In this Podcast we review the 2024 IRS retirement account contribution limits, where we see the markets going with lower interest rates this year, and the new Bitcoin ETFs.De către ecoxn
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Leveraged ETFs and Index Options
20:15
20:15
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20:15
Today we discuss aggressive forms of investing to enhance performance of our portfolio in both bull and bear markets. We also discuss how to find underperforming sectors to increase our profit margins.De către ecoxn
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More on Tech Stock Analysis and Electric Vehicles
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15:12
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15:12
In this Podcast, we discuss more on tech stock analysis. We also review EVs (Electric Vehicles) as a beaten-up sector and something to watch going into 2024. Please check out our website at www.TouchstoneFinancialEducation.com. Visit our Classes section and sign up for classes in January and February, 2024.…
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Stocks I’m Watching and the Markets
15:27
15:27
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15:27
In this Podcast, I review some of the stocks I am watching. I also discuss current market conditions. Please check out our website at www.TouchstoneFinancialEducation.com. Visit our Classes section and sign up for classes in January and February, 2024.De către ecoxn
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Mutual Fund and ETF (Exchange Traded Fund) Analysis
17:55
17:55
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17:55
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.De către ecoxn
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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.comDe către ecoxn
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Bottoms Up - How to Pick Stocks
19:27
19:27
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19:27
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.De către ecoxn
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Investing and Cash Positions - What to do with cash while the market is flat
17:58
17:58
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17:58
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.De către ecoxn
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Value Investing and Sector Rotation (audio)
0:25
0:25
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0:25
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.…
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Value Investing and Sector Rotation (video)
17:09
17:09
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17:09
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.…
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Tech Follow Up and Value Investing Intro (audio)
0:34
0:34
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0:34
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…
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Tech Follow Up and Value Investing Intro (video)
15:29
15:29
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15:29
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…
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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.…
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Asset Allocation: What It Is and How to Implement
22:03
22:03
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22:03
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…
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How to Pick Investments: Funds
18:22
18:22
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18:22
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.De către ecoxn
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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.…
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Options Continued: Puts and Shorts
22:45
22:45
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22:45
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 strategi…
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Options II - Intro to Call Strategies, Options Chains, Trading, and Leveraged ETFs
27:41
27:41
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27:41
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.De către ecoxn
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Options Intro and Follow Up with Research from Last Podcast
21:53
21:53
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21:53
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.De către ecoxn
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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.…
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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.De către ecoxn
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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…
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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 CoxDe către ecoxn
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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 CoxDe către ecoxn
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Interest Rates and the Federal Reserve
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19:32
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19:32
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 CoxDe către ecoxn
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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 CoxDe către ecoxn
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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 CoxDe către ecoxn
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