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Covestor Radio, EPN News, Investing

Covestor Radio – Episode 2: Instead of Making Resolutions, Dream

Posted: January 10, 2014 at 9:31 am   /   by   /   comments (0)

Kimberly Clouse - Advisory Board Chair at Covestor

Kimberly Clouse, Covestor’s  Private Client Advocate and Advisory Board Chair joins Covestor Radio to discuss how to go about making resolutions. 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:

  • Any New Year’s resolutions you want to share with our listeners?
  • But let’s put this approach into action.  Let’s discuss some examples.
  •  Let’s talk more about the connection between “health and wealth.”
  •  Let’s talk about how health and wealth intersect over the long term, say in retirement.
  • What are you going to do to achieve these goals?

Notes: Whitney Johnson’s provocative Harvard Business Review piece called “Instead of Making Resolutions, Dream” makes the key question: “…why do we perennially return to resolutions that seem based on the idea of fixing all the things we’re doing “wrong?” ” Instead of starting 2014 trying to “fix” all of the wrongs, Whitney suggests that figure out what our objectives are and envision the future. While resolutions are about “shoulds,” dreaming is about hope and potential.

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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