March 31, 2015 at 8:41 pm / by Producer Eric Dye
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Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio (Episode #29) to discuss 3 expensive investing mistakes.
Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.
Listen to host Eric Dye & guest Kimberly Clouse discuss the following:
- Let’s discuss the first mistake – being too active.
- What about the cost of investing?
- What about being too conservative?
- What are the most frequent mistakes made by people with substantial assets to invest?
TIP: You may want to consider working with a firm – digital or terrestrial — to help you navigate all of these potential investing landmines. In Fidelity’s recent Millionaire Outlook, they reported that 90% of emerging affluent investors (those with median assets of $200,000) who don’t use an advisor feel they aren’t knowledgeable enough about investments to make decisions on their own.
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.
Note: All opinions included in this radio episode are as of [March 26, 2015] 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.