Kate Stalter is a Series 65-licensed asset manager, with more than two decades of experience in various areas of financial services. She currently owns a registered investment advisory firm, ProsperitySource Advisors, which focuses on broad allocation strategies, incorporating global equity and fixed-income asset classes, and all market capitalizations. As an investment advisor and financial planner, Ms. Stalter personally manages client portfolios with a focus on successful retirement, including asset allocation, income generation, and tax strategies. She also serves as a capital-markets contributor at Forbes.com and is an expert columnist for the investment advisory channel at U.S. News & World Report.
A recent addition to our Undiscovered Portfolio is the Renaissance IPO ETF (IPO), explains Kate Stalter, chief analyst and editor of Cabot ETF Strategist.
Emerging growth stocks, as an asset class, underperformed high-growth tech in 2021. As such, I’m putting the “worst to first” strategy to work with my Top Pick for 2022, explains Kate Statler, editor of the newly launched advisory service, Cabot ETF Strategist.
In today’s video, Kate Stalter of Cabot Wealth Network discusses including data around earnings with charts and stock screeners.
In today’s video, Financial Freedom Federation’s technical analysis expert Kate Stalter discusses the composition of the S&P 500 index and “home-country bias,” the tendency of investors in developed nations to overemphasize their own domestic equities in their portfolios.
In a world where hedge funds, private equity, real estate, impact investing, and other alternative investments dominate the headlines, portfolios ranging from 60% to 80% equities and 20% to 40% fixed-income securities appear to be anachronisms. Hear how these advisors are adapting their clients' portfolios to square with new realities and deliver returns that help clients reach their financial goals.