Discussing a few metrics you can use to gauge sentiment and market direction. Analysis first then jump in.

Touchstone Financial Education

Elliott Cox

In this podcast I cover - should I hire a Financial Advisor?  What is a fiduciary? What questions should I ask my potential advisor? Also, the different organizations advisors work for.

Touchstone Financial Education

Elliott Cox

Wanted to explain in detail what an I Bond is and how they work.  Been getting a lot of questions around these. This is an amendment to my Asset Allocation podcast.

Touchstone Financial Education

Elliott Cox

This is the last in my investments basics series. This podcast covers why it is important to have the appropriate allocation. What is it? Why should I use asset allocation as a model for investing?

Touchstone Financial Education

Elliott Cox

Description of the difference between actively and passively managed funds. Differences in cost and performance.  

Touchstone Financial Education

Elliott Cox

Description of a mutual fund and an Exchange Traded Fund.  The differences and similarities.

Touchstone Financial Education

Elliott Cox

Retirement account review, back door and mega back door options.  Also brokerage account introduction. Podcast number 2 in this series.

Touchstone Financial Education

Elliott Cox

Retirement Accounts for beginners and introduction for future episodes on investments and retirement.

Basics of retirement. Quick explanation of employer sponsored plans and Individual Retirement Accounts (IRAs). This is the first episode to put you on the path to feeling secure in making your own retirement and investment decisions.  Subsequent episodes will provide more detail on investing in general.