About Kate Stalter

Kate Stalter

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, Kate personally manages client portfolios, with a focus on successful retirement, including asset allocation, income generation and tax strategies. Kate 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. She served as trading instructor and market commentator for Investor’s Business Daily, and launched the “Small Cap Roundup” radio show and stock newsletter for Tiger Financial News Network. Kate hosted the “Daily Guru” podcast for MoneyShow, while also serving as a MoneyShow market columnist and video host. She currently owns registered investment advisory firm ProsperitySource Advisors, which focuses on broad allocation strategies, incorporating global equity and fixed-income asset classes and all market capitalizations.

Content by Kate Stalter

Why You Should Pay Attention to Fund Flows

Per Morningstar, “Fund flows, also referred to as asset flows or just ‘flows,’ measure the net movement of cash into and out of investment vehicles like mutual funds and exchange-traded  
How to Understand Stock Charts by Timeframe

How to Understand Stock Charts by Timeframe

To successfully navigate the market, it’s imperative to learn how to understand stock charts. A chart allows you to track a stock’s trading history, shows you its current status. It alerts  

Sector Round-Up | WSBE 721

June brought the return of the S&P tech sector into leadership. As of June 30, the Technology Select Sector SPDR Fund (XLK) gained 6.81% for the month. Its top three  

Portfolio Updates | WSBE 721

ETFs Cohen & Steers Infrastructure Fund, Inc (UTF) was announced as a sell in June 23's alert, as it’s correcting, and we’re taking this opportunity to take a small profit. Invesco S&P  

State of the Markets | WSBS 721

June winds down ahead of the long July 4 holiday weekend with the S&P 500 and Nasdaq Composite posting monthly gains, while the Dow Industrials are down less than 1%. Economic  

Sector Round-Up | WSBS 721

  This month’s featured stock, Investors Bancorp, hails from the S&P 600 Small Cap financials sector. As such, it’s a component of the Invesco S&P SmallCap Financials ETF (PSCF). The fund is  

Portfolio Updates | WSBS 721

Conservative Stocks As a conservative investor, you are less willing to accept market swings and significant changes in the value of your portfolio in the short or long term. Capital preservation