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Covestor Radio, EPN News, Investing

Covestor Radio – Episode 7: The Investment Metric That Really Matters

Covestor
Posted: March 21, 2014 at 5:28 pm   /   by   /   comments (0)

Kimberly Clouse

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about the investment metric that really matters.

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:

  • We spend a lot of time thinking about investments and what we should be doing with our money.  But how should we evaluate our investments?
  • So how is real net worth calculated?
  • So let’s go through an example.  An erosion of 2/3rds of the return seems really high!
  • Why is inflation important to consider?
  • What, if anything, can an investor do to minimize these effects?

TIP: Discussions about goals and the prudent steps to take to try to reach these goals should be the focus on advisor-client relationships, not whether or not a given investment outperformed the S&P 500 or some other benchmark.   Think about what you want to accomplish; make sure you discuss those goals with your advisor.  And whether or not you are on track to meet these goals…

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

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