4 Tips on How to Navigate the Bear Market
Want to know how to navigate the bear market? Follow these relatively simple tips I've developed over two decades as a financial advisor.
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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.
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Articles by Kate Stalter
Asset Allocation vs. Going All-In with a Single Asset Class
Asset allocation, instead of asset concentration, can help diversify your portfolio and ensure that you're always invested in the best funds.
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My ETF Portfolio is Crushing the Market This Year. Here’s How
I have put together an ETF portfolio constructed of what I call "undiscovered" funds. So far, it's handily beaten the market. Here's how.
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How to Use Inverse ETFs to Capture Gains in this Volatile Market
Buying inverse ETFs is a good way to combat the ongoing market sell-off. But there's another tactical approach to using ETFs as a hedge.
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2 More Inverse ETFs Surging as the Market Falters
As most stocks continue to tumble, inverse ETFs are a good way to actually make money in this market. Here are two more that are soaring.
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ETF Inflows: Where Money Is Moving Now
ETF inflows (and outflows) are a useful way to measure how money is flowing in the market and to identify sector rotation and opportunity. These five ETFs currently have the largest inflows.
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Portfolio Hedging with Inverse ETFs
While going to cash to preserve capital in a downturn is a popular strategy, portfolio hedging with ETFs is a useful alternative.
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5 More Commodity ETFs to Combat Inflation
Piggybacking on Carl Delfeld's list of commodity ETFs and stocks to buy, ETF guru Kate Stalter has 5 additions of her own to fight inflation.
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Should You Add Thematic ETFs to Your Investment Mix?
Interest in thematic ETFs has picked up steam of late. Here's what they are, a few examples - and whether they're worth the investment.
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3 Momentum ETFs to Hedge the Russia/Ukraine Conflict
Russia's invasion of Ukraine has sparked even more volatility in the markets. But these three momentum ETFs are actually benefitting.
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How to Use Sector ETFs to Trade a “Story” with Strong Technicals
Adding sector ETFs with the right "story" and the right technicals can help boost your portfolio returns, as long as you trade them properly.
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The Trouble with Direct Indexing
The new fad of direct indexing is a tempting strategy. But is it more trouble than it's worth? Here's what it is, and if you should try it.
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Should You Buy IPO Stocks?
It can be easy to watch a short-term run-up in IPO stocks and feel like you missed out, but it often pays to give newly issued shares time. Here's one way to handle recently public shares.
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Humans aren’t Wired for Disciplined Investing; Here’s How to Combat That
Disciplined investing goes against our nature as human beings. How can we counteract it? By having a plan to combat our many mental errors.
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How to Invest in ETFs in 2022
It's become more important than ever to know how to invest in ETFs - where to look, which ones to buy, etc. Here's an ETF primer for 2022.
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3 SPAC ETFs for Safer Exposure to a Fast-Growing Asset Class
So many SPACs have come public in the last year. But plenty of them are duds. SPAC ETFs are a way to avoid the sector's highs and lows.
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Hedging Inflation with 3 ETFs for 2022
Inflation fears have consumed Wall Street, but using ETFs for hedging inflation in your portfolio can help you weather the storm.
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How to Understand Stock Charts by Timeframe
Learning how to understand stock charts can be an incredibly useful tool for identifying both sentiment and institutional buying patterns.
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4 Cryptocurrency ETFs to Help You Profit from the Blockchain Boom
Bitcoin and other forms of blockchain have gone mainstream. And these four cryptocurrency ETFs will help you profit from the wave.
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Do Actively Managed ETFs Belong In Your Portfolio?
Index funds can be a nice, conservative way to earn a steady return. But actively managed ETFs can help you beat the market. Should you try?
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