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Tag: Covestor
Thomas Yorke

Thomas Yorke strongly encourages investing early

Posted: August 27, 2014 at 10:30 pm   /   Enterprise Radio, EPN News, Exclusive Interviews, Investing

Thomas Yorke, Managing Director at Oceanic Capital and a Portfolio Manager on Covestor, the online investment company, where people can automatically copy Tom’s trades joins Enterprise Radio.

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Covestor

Covestor Radio – Episode 17: For Investors, Transparency Is Key

Posted: August 25, 2014 at 10:21 am   /   Covestor Radio, EPN News, Investing

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about trust in the financial services industry.

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Covestor

Covestor Radio – Episode 16: Are You a Typical Investor?

Posted: August 11, 2014 at 9:07 am   /   Covestor Radio, EPN News, Investing

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about typical attitudes of US investors, specifically those considered to be mass affluent.

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Covestor

Covestor Radio – Episode 15: Assembling Your Financial Team

Posted: August 1, 2014 at 10:22 am   /   Accounting, Business Consultants, Covestor Radio, EPN News, Financing, Insurance

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about assembling your financial team.

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Covestor

Covestor Radio – Episode 14: Money Milestone – Having a baby

Posted: July 6, 2014 at 6:50 pm   /   Covestor Radio, EPN News, Investing

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about one of life’s most significant Money Milestones, having a baby.

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Covestor

Covestor Radio – Episode 13: Core-Satellite Investing

Posted: June 22, 2014 at 2:47 pm   /   Covestor Radio, EPN News, Investing

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about building your investment portfolio, using a Core and Satellite approach.

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Covestor

Covestor Radio – Episode 12: Alpha vs. Beta

Posted: June 9, 2014 at 9:53 am   /   Covestor Radio, EPN News, Investing

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about investing and specifically, alpha and beta.

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Covestor

Covestor Radio – Episode 11: Investment performance and how hard are your investments working for you

Posted: May 26, 2014 at 3:04 pm   /   Covestor Radio, Investing

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about investment performance and how hard are your investments working for you.

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Covestor

Covestor Radio – Episode 10: Retirement Planning Post-Divorce

Posted: May 11, 2014 at 1:00 pm   /   Covestor Radio, EPN News, Investing, Retirement

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about planning for retirement after you’ve gotten divorced.

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Bill DeShurko

Defined investment strategies with Bill DeShurko

Posted: May 11, 2014 at 10:09 am   /   Enterprise Radio, EPN News, Exclusive Interviews, Investing

Bill DeShurko a portfolio manager on Covestor, an online marketplace for investing where people can replicate the trades of experienced investors joins Enterprise Radio. Bill uses several very defined investment strategies, one of which we’ll talk about today.

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Covestor

Covestor Radio – Episode 9: Mutual funds vs. private money managers: You Get What You Get

Posted: May 4, 2014 at 4:34 pm   /   Covestor Radio, EPN News, Investing

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to discuss Mutual Funds vs. Private Money Managers.

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Covestor

Covestor Radio – Episode 8: Mutual Funds and its Fees, Fees, and More Fees

Posted: April 4, 2014 at 10:45 am   /   Covestor Radio, EPN News, Investing

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to discuss mutual funds and its many fees.

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Covestor

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

Posted: March 21, 2014 at 5:28 pm   /   Covestor Radio, EPN News, Investing

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

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Covestor

Covestor Radio – Episode 6: If It Sounds Too Good To Be True, It Probably Is…

Posted: March 7, 2014 at 1:15 pm   /   Covestor Radio, EPN News, Investing

Kimberly Clouse, Covestor’s Private Client Advocate and Advisory Board Chair joins Covestor Radio to discuss financial scams & just how big of a problem they are.

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Covestor

Covestor Radio – Episode 5: Seven Questions to Ask When Hiring an Accountant

Posted: February 22, 2014 at 7:08 am   /   Accounting, Covestor Radio, EPN News, Investing

Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to discuss the important questions to ask when hiring an accountant.

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