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Covestor Radio, EPN News, Investing

Covestor Radio – Episode 25: Women & Money – Recent Trends

Posted: January 29, 2015 at 7:32 am   /   by   /   comments (0)

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Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to discuss women’s growing economic power.

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:

  • Do women and men plan for their financial futures differently?
  • What is the “female financial paradox?”
  • On a related note, does research confirm the stereotypes about women and spending?
  • When women do invest, how do their results compare with those of men?

According to the 2014 Northwestern Mutual Planning and Progress Study, the number one roadblock for people who think their planning could use improvement is a lack of time.  But with the proliferation of online investing sites, you can learn about investing whenever and where ever you want.  And technology has enabled investment managers to offer much lower minimum investment accounts, as low as $10,000 in some cases.

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 [January 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.

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