Kate Stalter is a Series 65-licensed asset manager, with more than two decades of experience in various areas of financial services. As an investment advisor and financial planner, she personally manages client portfolios, with a focus on successful retirement, including asset allocation, income generation and tax strategies.
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 this week's Technical Analysis 101, Kate Stalter of Better Money Decisions breaks down consolidation and breakouts to help you improve your charting skills.
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.