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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, 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.

From this author
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.
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.
Want to know how to navigate the bear market? Follow these relatively simple tips I’ve developed over two decades as a financial advisor.
Asset allocation, instead of asset concentration, can help diversify your portfolio and ensure that you’re always invested in the best funds.
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.
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.
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.
ETF inflows (and outflows) are a useful way to measure how money is flowing in the market and to identify sector rotation and opportunity.
While going to cash to preserve capital in a downturn is a popular strategy, portfolio hedging with ETFs is a useful alternative.
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.
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.
Russia’s invasion of Ukraine has sparked even more volatility in the markets. But these three momentum ETFs are actually benefitting.
Adding sector ETFs with the right “story” and the right technicals can help boost your portfolio returns, as long as you trade them properly.
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.
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.
Disciplined investing goes against our nature as human beings. How can we counteract it? By having a plan to combat our many mental errors.
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.
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.
Inflation fears have consumed Wall Street, but using ETFs for hedging inflation in your portfolio can help you weather the storm.
Bitcoin and other forms of blockchain have gone mainstream. And these four cryptocurrency ETFs will help you profit from the wave.
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?
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.
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.
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.
With market gains being driven by sector rotation and cyclical names, now’s the perfect time to begin exploring sector ETFs.
Understanding trading volume can give you important technical signals when big institutional investors are both buying and selling.
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.
If you’re preparing for retirement, a financial advisor can help. But here are three things you should know going in.