Retirement and Investment Literacy
By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
Episodes
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
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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. ...
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.
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 sector. Buying opportunity? Lastl...
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 sector. Buying opportunity? Lastl...
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 platform as well as tools outside of you...
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.
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