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Kate Stalter

Kate Stalter

Contributing writer at U.S. News & World Report

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Email address
k*****@*******.comGet email address
Influence score
21
Phone
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Location
United States
Languages
  • English
Covering topics
  • Finance & Banking Services

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Recent Articles

money.usnews.com

Does Market Uncertainty Mean It’s Time for a Tactical Investing Approach?

With bonds and stocks trending lower at the same time, the classic 60/40 portfolio may not fit market conditions.
almost 3 years ago
money.usnews.com

Advisors’ Use of Options: They Can Help Clients Protect Capital, Bu...

While options can help preserve and grow account value, investors must use caution.
almost 3 years ago
money.usnews.com

Are Dividend Stocks the Best Path to Income in a Bear Market?

Options and inverse ETFs can complement dividend stocks in client accounts.
over 2 years ago
money.usnews.com

No Greenwashing Allowed: Help Clients Align ESG Investments With Th...

Clients may wish to use ESG investing to support their values, but they’ll need all the facts first.
over 2 years ago
money.usnews.com

The Inflation Reduction Act’s Impact on Client Portfolios

It’s still early, but certain investments are poised to benefit from the new law’s tax incentives.
over 2 years ago
money.usnews.com

7 Stock Research Websites and Tools Advisors Love

These resources help advisors and asset managers assess stocks, bonds and funds for client portfolios.
over 2 years ago
money.usnews.com

How Much of an Investing Portfolio Should Be in Cash?

Most investors should hold some cash, depending on risk tolerance and short-term needs.
over 2 years ago
money.usnews.com

The ACA ‘Family Glitch’ Rule Change: What Advisors Need to Know

More families covered by employer-sponsored plans will be eligible for ACA subsidies.
over 2 years ago
money.usnews.com

Portfolio Rebalancing Strategies for 2023 | Financial Advisors | U....

Advisors have various approaches to rebalancing, and not all are calendar-based.
over 2 years ago
money.usnews.com

Self-Directed IRA: Know the Risks Before Investing - U.S News & Wor...

A self-directed IRA can make sense in some situations, but investors must also understand the drawbacks.
about 2 years ago
usnews.com

Ask a Financial Pro: How Much of My Retirement Should Be In Bonds? ...

Your portfolio's bond allocation depends on factors such as age, risk tolerance and market conditions.
about 1 month ago