Retirement and Investment Literacy

This episode I discuss where to find opportunities in a very uncertain market.  Whether you are a beginner or advanced investor there are ways to continue to grow your portfolio. Elliott

With this episode I set the tone for 2026.  What to watch whether you are a beginner or an advanced investor.   In the new year I will be circling back to basics to start then work my way through more sophisticated strategies.  If you have any questions, please reach out.  Thanks for listening

This week has alot of data being released.  Most Importantly Nvidia's earnings.  

Just a few stocks that are on my radar and why.  Please do your homework but I believe you will find value with these names.   Elliott Touchstonefinancialeducation.com

On this podcast I discuss Gold as an investment class.  Industrial metal vs. Hedge.  How to play gold till the end of the year as it as reached all time highs and returned 55% this year.  

I discuss Gold as an asset class.  What is it?  Why is it up 55% Year-to-Date.  How to take advantage of gold in the 4th qtr.  

A quick note on free resources for choosing your investments. Elliott www.TouchstoneFinancialEducation.com No selling. Just eduction.

In this episode I discuss the upward movement of a stock when it gets added to an index - like the S&P 500.   www.TouchstoneFinancialEducation.com No selling. Just education.

In this episode I discuss how to generate income from your portfolio and reduce volatility.  I cover Dividend Income, Interest Income from Bonds and Hi Yield Savings Accounts. Thanks for listening, Elliott   www.TouchstoneFinancialEducation.com No selling. Just education.

With this episode I discuss dividend income.  Stocks that pay dividends tend to be less volatile as they are more mature companies.  In a time of volatility these are great additions to any portfolio.  If you have any questions, don't hesitate to ask.     www.TouchstoneFinancialEducation.com No selling. Just education.

In this episode I discuss what to do as we near the possible end to the volatility as a result of the tariffs.  My discussion focuses on your state of mind as an investor as opposed to pure metrics.  This is slightly different approach but sometimes it's a good idea to step back and gain some perspective - there will always be opportunities in the market.  www.TouchstoneFinancialEducation.com No selling. Just education.

In this episode I discuss how to navigate earnings season with an eye towards a possible economic slowdown.   www.TouchstoneFinancialEducation.com No selling. Just education.

In this video I discuss what to do while the uncertainty around tariffs remains.     www.TouchstoneFinancialEducation.com No selling. Just education.

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. Elliott   www.TouchstoneFinancialEducation.com No selling. Just education.

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 listening and keep the faith Elliott   www.TouchstoneFinancialEducation.com No selling. Just education.

Short video on what I'm watching in this new sector.  Good things are coming.     www.TouchstoneFinancialEducation.com No selling. Just education.

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.    www.TouchstoneFinancialEducation.com No selling. Just education.

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! Elliott   www.TouchstoneFinancialEducation.com No selling. Just education.

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.    

Just a heads up on contribution limits

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.      

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.

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.

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

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.

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.

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'.

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

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 NVDU - might want to take profits.  Thanks for listening.  

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

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.

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.TouchstoneFinancialEducation.com No selling. Just education.

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 called Supermicro Computer Supermicro strategy... just excited to get the info. out.... :-) Thanks for listening, Elliott 

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 discuss tax rates on brokerage (taxable) investment accounts. Thanks for listening, Elliott Of course, if you want personalized assistance, please reach out to us at: 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 discuss tax rates on brokerage (taxable) investment accounts. Thanks for listening, Elliott Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com No selling. Just education.  

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.   TouchstoneFinancialEducation.com Elliott

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.TouchstoneFinancialEducation.com

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, Elliott

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 on how to choose investments.   www.TouchstoneFinancialEducation.com No selling. Just education.

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.

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.

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.

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.