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.