Covestor Radio – Episode 3: Uncle Sam, Your Not-So-Silent Investment Partner
Kimberly Clouse, Covestor’s Private Client Advocate and Advisory Board Chair joins Covestor Radio to discuss what investors should be aware of regarding taxation of investments. 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 start with the basics. In general, what should investors be aware of regarding taxation of investments?
- How is investment income defined?
- What are capital gains and losses? How are they calculated?
- How is investment income taxed?
- What are the ways that investors can minimize their tax burden?
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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