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kate-stalter-may-2022

Kate Stalter

Senior Analyst, Cabot ETF Strategist

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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From this author
ETFs
4 International ETFs that Should Be Part of Your Portfolio
With U.S. markets struggling, it’s not a bad time to invest outside our borders. Here are four international ETFs to help get you started.
August 5, 2022
 · 
Kate Stalter
ETFs
4 Alternatives to Cash to Defend Against this Bear Market
Cash is the safest place to hide in this market. But you can actually make a little money other ways. Here are four alternatives to cash.
July 18, 2022
 · 
Kate Stalter
Stock Market
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.
July 5, 2022
 · 
Kate Stalter
Stock Market
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.
June 24, 2022
 · 
Kate Stalter
Stock Market
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.
June 17, 2022
 · 
Kate Stalter
Stock Market
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.
June 8, 2022
 · 
Kate Stalter
Stock Market
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.
June 1, 2022
 · 
Kate Stalter
Stock Market
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.
May 13, 2022
 · 
Kate Stalter
Stock Market
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.
April 22, 2022
 · 
Kate Stalter
Stock Market
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.
April 1, 2022
 · 
Kate Stalter
Stock Market
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.
March 17, 2022
 · 
Kate Stalter
Stock Market
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.
March 2, 2022
 · 
Kate Stalter
Stock Market
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.
February 24, 2022
 · 
Kate Stalter
Stock Market
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.
February 23, 2022
 · 
Kate Stalter
Stock Market
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.
February 4, 2022
 · 
Kate Stalter
Stock Market
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.
February 2, 2022
 · 
Kate Stalter
Stock Market
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.
January 25, 2022
 · 
Kate Stalter
Stock Market
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.
January 19, 2022
 · 
Kate Stalter
Stock Market
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.
December 23, 2021
 · 
Kate Stalter
Stock Market
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.
November 19, 2021
 · 
Kate Stalter
Stock Market
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?
November 16, 2021
 · 
Kate Stalter
Stock Market
Understanding Leveraged ETFs
Leveraged ETFs can lead to big returns or big losses. Join Kate as she explains these funds and how to (and how not to) trade them.
October 27, 2021
 · 
Kate Stalter
Stock Market
What are Fund Flows? Close Attention to them Can Make You a Better Investor
Fund flows can tip you off to what’s happening beneath the market’s surface - and what’s about to happen. Here’s what they are.
October 15, 2021
 · 
Kate Stalter
Stock Market
Using a Moving Average for Buy and Sell Signals
A stock’s moving average can be a versatile tool to identify institutional trading patterns that can tell you when to buy, sell, or hold.
October 12, 2021
 · 
Kate Stalter
Stock Market
Investing in Sector ETFs
With market gains being driven by sector rotation and cyclical names, now’s the perfect time to begin exploring sector ETFs.
September 10, 2021
 · 
Kate Stalter
Stock Market
Technical Analysis 101: Understanding Trading Volume
Understanding trading volume can give you important technical signals when big institutional investors are both buying and selling.
August 26, 2021
 · 
Kate Stalter
Stock Market
Technical Analysis 101: Using Earnings with Charts and Screeners
August 9, 2021
 · 
Kate Stalter
Growth Stocks
These Reopening Stocks are Racing Higher on Economic Optimism
Reopening stocks are the new FAANG stocks, as America starts to come out of hibernation from a year of Covid lockdown. Here are a few I like.
April 6, 2021
 · 
Kate Stalter
Stock Market
3 Things Your Financial Advisor Won’t Tell You
If you’re preparing for retirement, a financial advisor can help. But here are three things you should know going in.
February 18, 2021
 · 
Kate Stalter