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Author: Kate Stalter

Kate Stalter is an investment advisor representative at Core Planning, where she works primarily with Gen X clients who are approaching the critical retirement-planning years. She’s been in the financial industry since 2000, after receiving her MBA from the Kellogg School of Management at Northwestern University. Before that, she worked as a business journalist and in business development at a tech start-up. An Experienced Advisor and Journalist With over two decades of experience in both financial advising and financial journalism, Kate’s perspective combines portfolio management with tax and insurance planning. Her practice emphasizes helping clients navigate the complexities of retirement readiness, from investment strategies to Social Security decisions. A key part of her client work involves addressing the behavioral and emotional sides of money that are typically overlooked by financial advisors. Before joining Core Planning, Kate built a career as a nationally recognized financial journalist, with bylines at CNN, U.S. News & World Report, Morningstar Magazine, Investor’s Business Daily, Financial Planning Magazine, and, of course, TheStreet Pro. In 2014, she founded an investment advisory firm that grew from zero in assets to SEC registration of over $100 million in less than five years. Kate enjoys breaking down complicated investment and retirement topics into plain-English insights that readers and clients can actually use. Financial jargon helps nobody!

Hold To Maturity? Take a Closer Look at Your Bond ETF

Avatar photo Kate Stalter on September 12, 2026

ETF selection

These bond ETFs may be suitable for many investors, but they aren’t entirely risk-free.

The Race Is on for These Two Dividend ETFs. Which Is Best for You?

Avatar photo Kate Stalter on September 1, 2026

ETF selection

With a mere $1 billion gap in the way, SCHD is about to dethrone VIG. But bigger isn’t always better.

Outsmart the IRS With This Simple Investment Trick

Avatar photo Kate Stalter on August 29, 2026

Smart account placement means more tax-free growth. Here’s how.

How to De-Risk if One Stock Dominates Your Portfolio

Avatar photo Kate Stalter on August 26, 2026

instability

How I helped a client diversify a portfolio with $300,000 held in one position.

Two Funds vs. Six: Do More ETFs in Your Portfolio Make It a Better One?

Avatar photo Kate Stalter on August 19, 2026

ETF selection

While it’s possible to tilt toward leading asset classes with more funds, it doesn’t always work out.

Your ETFs Are Making an AI Bet, Whether You Like it or Not

Avatar photo Kate Stalter on August 15, 2026

It’s not just tech concentration in the S&P 500; your value, dividend and international funds are also betting on AI.

Income Investors Find a Sweet Spot Right in the Middle

Avatar photo Kate Stalter on August 8, 2026

Retirement savers are locking in yield before the Fed cuts. Here are three ways to play the game.

Retirement Investors, Beware the ‘Direct Indexing’ Schemes

Avatar photo Kate Stalter on July 30, 2026

Direct indexing sounds sophisticated, but what do the fees and tax benefits say?

Why You Should Think Twice About That 12% ETF Yield

Avatar photo Kate Stalter on July 28, 2026

confused investor

A 12% yield sounds better than 3%, until you look at what’s actually generating each payout.

The Hottest ETFs of 2026 Come With a Dangerous Warning Label

Avatar photo Kate Stalter on July 25, 2026

Danger Sign

Single-stock leveraged ETFs top 2026’s performance charts, with gains above 500%. But their own prospectuses warn investors away, and a collapse in South Korea shows what happens to retail buyers when the trade turns.

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