In this episode I discuss how to navigate earnings season with an eye towards a possible economic slowdown.By ecoxn

In this video I discuss what to do while the uncertainty around tariffs remain.By ecoxn

In this episode I discuss 1st quarter performance of major indices. I also touch up expectations for 2nd quarter and Tariff uncertainty. What metrics can you use to determine market direction? I discuss 4 in this podcast. Trying times indeed, keep the faith. ElliottBy ecoxn

Today is the first day of the imposition of tariffs. The markets have been extremely volatile in anticpation of this day. How do we evaluate our positions in this uncertain environment? We keep it simple - Market, Sector, Stock. Using this formula can help to reduce the emotional response we have to losing value in our portfolios. Thanks for listen…

Short video on what I'm watching in this new sector. Good things are coming.By ecoxn

In this episode I discuss Data Center Reits. These do not operate like traditional REITS which are invested in commercial real estate that provide nice dividends. Data Center Reits are designed for growth. With the push into AI, the growth of this sector is going to continue. This is a way to make an investment in tech. infrastructure.…

Took a look back at 2024 market performance and the stocks I discussed throughout the year. Also, I discuss what I am looking at for 2025 aggressive positions. Thanks for listening and Happy New Year! ElliottBy ecoxn

This 3rd installment wraps up our installment on the mindset of a successful investor. We had a great time putting these together and we hope you enjoy.By ecoxn

Just a heads up on contribution limitsBy ecoxn

In this podcast I compare the rapid growth of AI and a potential bubble to what we went through back in 1999's tech bubble. It's a compare and contrast discussion.By ecoxn

In this second episode with Elliott and Luann, we continue discussing how to maintain a positive mindset around investing. Stay tuned for more from this dynamic duo. www.TouchstoneFinancialEducation.com No selling. Just education.By ecoxn

In this first episode with Elliott and Luann, we discuss how to maintain a positive mindset around investing. Stay tuned for more from this dynamic duo. www.TouchstoneFinancialEducation.com No selling. Just education.By ecoxn

A short video describing who we are and what we do. Thanks for watching/listening. TouchstoneFinancialEducation.comBy ecoxn

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.…

In this episode we discuss the impact of interest rate reductions on your cash savings and bond investments. Touchstonefinancialeducation.com No selling. Just education.By ecoxn

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.…

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.By ecoxn

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…

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'.By ecoxn

With this post, we discuss Crowdstrike and Nvidia's earnings report and what's going on with the markets.By ecoxn

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…

In today's video, we talk about market volatility and opportunities in the tech sector. www.touchstonefinancialeducation.com No selling. Just education.By ecoxn

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.By ecoxn

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.…

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…

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…

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.…

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…

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…

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…

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…

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, ElliottBy ecoxn

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.…

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 …

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.By ecoxn

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.By ecoxn

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.By ecoxn

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.…

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.By ecoxn

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.By ecoxn

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.comBy ecoxn

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.By ecoxn

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.By ecoxn

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.…

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…

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…

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.…

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…

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.By ecoxn

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.…