Welcome to another installment of Covestor Radio, a show about money milestones and investing for your future.
In the latest show, Kimberly Clouse, Private Client Advocate and Chair of Covestor’s Advisory Board, discusses how to evaluate your investments.
She talks about how the investment management industry generally focuses on portfolio returns versus benchmarks such as the S&P 500.
However, investors shouldn’t get too caught up in these comparisons, and should instead concentrate more on long-term changes in real net worth, Clouse explains. Also, financial advisers and planners can play a key role in defining financial goals and helping investors achieve them. Finally, she talks about how investors can calculate real net worth.
Clouse’s full appearance on Covestor Radio is embedded below: