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Covestor Radio, EPN News, Investing

Covestor Radio – 19: The ABCs of ETFs

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Posted: October 6, 2014 at 7:32 pm   /   by   /   comments (0)

Kimberly Clouse

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about the basics of exchange-traded funds or ETFs.

Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.

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Listen to host Eric Dye & guest Kimberly Clouse discuss the following:

  • Today we’re talking about the basics of exchange-traded funds or ETFs.  What is an ETF?
  • How is an ETF like a mutual fund?
  • What about the typical fees of ETFs vs. index mutual funds?
  • How is an ETF like a stock?
  • How many ETFs are there?

About Kimberly Clouse

Kimberly Clouse is Advisory Board Chair at Covestor, a registered investment adviser and an online marketplace for investing.

Passionate about empowering financial consumers, Kimberly works with individuals, families and foundations to help them navigate the increasingly complex world of investment advice and make more informed financial decisions.

She previously served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Hale and Dorr Wealth Advisors. Earlier in her career, she worked for United States Trust Company, J.P. Morgan and Goldman Sachs.

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Links: Covestor.com

Note: All opinions included in this radio episode are as of [September 29, 2014] and are subject to change. The opinions and views expressed herein are of Kimberly Clouse. All investments involve risk, the amount of which may vary significantly.

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