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

Investing in Sector ETFs

Investing in Sector ETFs

Investors looking for more than just broad exposure to U.S. equities through traditional mutual funds and ETFs frequently target funds that invest in specific types of investments or sectors. This  

Portfolio Updates | WSBS 521

Determine Your Investing Style It’s critical to take your investing temperature so that you know how much of a risk-taker you are, which will help you determine your investing strategy. I’ve  

Sector Round-Up | WSBS 521

Percent Gain/Loss 1 Month 3 Month YTD Communication Services (XLC) 6.52% 12.99% 14.11% Consumer Discretionary (XLY) 7.30% 7.41% 10.82% Consumer Staples (XLP) 0.31% 5.12% 1.99% Energy (XLE) -0.63% 23.21% 32.22% Financials (XLF) 4.57% 21.67% 21.91% Health Care (XLV) 4.41% 5.32% 7.70% Industrials (XLI) 3.63% 17.60% 15.06% Materials (XLB) 4.67% 15.78% 15.22% Real Estate (XLRE) 5.69% 13.54% 15.37% Technology (XLK) 6.84% 7.35% 9.02% Utilities (XLU) 3.36% 4.98% 4.63% Source: Select SPDR ETFs Let’s start with a look at communications services,  

State of the Markets | WSBS 521

Market Commentary The large-cap rally that sputtered in March resumed in April, with the S&P 500 index ending the month with a gain of more than 5%. Much of that broad market  

Portfolio Updates | WSBE 521

PORTFOLIO UPDATES ETFs Cohen & Steers Infrastructure Fund (UTF) Cohen & Steers Infrastructure Fund is a closed-end equity fund investing primarily in value stocks of infrastructure companies across all market capitalizations in the  

Sector Round-Up | WSBE 521

Percent Gain/Loss 1 Month 3 Month YTD Communication Services (XLC) 6.52% 12.99% 14.11% Consumer Discretionary (XLY) 7.30% 7.41% 10.82% Consumer Staples (XLP) 0.31% 5.12% 1.99% Energy (XLE) -0.63% 23.21% 32.22% Financials (XLF) 4.57% 21.67% 21.91% Health Care (XLV) 4.41% 5.32% 7.70% Industrials (XLI) 3.63% 17.60% 15.06% Materials (XLB) 4.67% 15.78% 15.22% Real Estate (XLRE) 5.69% 13.54% 15.37% Technology (XLK) 6.84% 7.35% 9.02% Utilities (XLU) 3.36% 4.98% 4.63% Source: SPDR Select ETFs The consumer discretionary sector took the lead in  
Understanding Publicly Traded REITs

Understanding Publicly Traded REITs

While investors have grown accustomed to the prominent growth sectors, particularly technology, leading the market in either direction, other sectors often quietly take on a starring role. In this environment,