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,

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,

No selling. Just education.

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.