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Kate Stalter is a widely acclaimed financial author and investing expert for U.S. News & World Report. She’s managed over $100 million in client assets and been a speaker at national financial-industry conferences.

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.

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Financial Services Can’t Help You!

The traditional financial services industry is not set up to help people save money and achieve financial freedom.  It’s not geared to the way people really feel about their money, and how we really use money – and most importantly: How things can change! Don’t believe the media who tell you that a one-time financial plan is in your interest!

I’ve seen how investing and financial planning are broken, and I can help you if you are not a millionaire!

20+

More than two decades of experience in various areas of financial services

$100m

Kate managed over $100 million in client assets

Today’s Baby Boomers risk running out of money in retirement,
and I’m here to make sure that doesn’t happen to you.

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Latest Articles

Kate Stalter is a widely acclaimed financial author and investing expert for U.S. News & World Report. 

Pipeline operators Enterprise Product Partners, Energy Transfer, and MPLX are among master limited partnerships outperforming the broader market while also throwing off high dividend yields. ...
Despite challenges including inflation and staffing shortages, Chipotle, Wingstop, and Nathan’s Famous are restaurant-industry price-performance leaders....
Small-cap Immunocore has been a price leader within the biotech industry. Analysts have a "buy" rating on the stock and estimate that it will move 25% higher....

Recent Videos

Here, you’ll find videos on the stock market for beginners, as well as more seasoned investors. 

What You Really Need To Know About Markets

It's crucial to understand at least something about market direction, otherwise, you risk missing out on gains. Plenty of people continue to believe the market is in perpetual downturn, and keep too much parked in cash. ...

Is Ark Innovation Fund A Buy In 2023?

Cathie Woods' Ark Innovation Fund was one of the big heroes in 2020, but went in the direction toward Zero in 2021 and 2022. However, in the first few weeks of 2023, it has been trending higher as growth stocks come back into favor. ...

If You Want Just One Investment, This Is It!

You’ve heard the old saying, never put all your eggs in one basket, and I wholeheartedly agree with that. To smooth your return and have the best chance of generating the return you need, you want to own all different...

If You Want Just One Investment, This Is It!

You’ve heard the old saying, never put all your eggs in one basket, and I wholeheartedly agree with that. To smooth your return and have the best chance of generating the return you need, you want to own all different...

Is Cash Really King?

Retirement savers have long heard the axiom "cash is king." Certainly, managing cash flow is a key tenet of retirement planning....

Investing Will Never Be Safe

Even though it seems like the world was simpler in the past, there have always been news and geopolitical events with the potential to affect the stock market. Yes, the stock market is risky, but that's the point: No risk,...