Retirement and Investment Literacy

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.  

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

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.

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.  

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.

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 have in the second half of the year on 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 have in the second half of the year on 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 models using your investment/retirement plat...

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 .  

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.  

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 rec...

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.  

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. 

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.  

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.  

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

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

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  

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 Cox

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 Cox

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 Cox

Continuation of technical indicators. How to use short term Simple Moving Averages to determine direction of a stock.  Also, discussed sell targets.     Touchstone Financial Education Elliott Cox

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