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Kate Stalter

Stalter has been an expert financial columnist at Forbes, Investor’s Business Daily, Seeking Alpha, MarketBeat and Benzinga.

She is also an analyst for the Cabot Wealth Network, where she is launching an exchange-traded fund advisory in the fall of 2021. She previously served as a Cabot Wealth analyst on Wall Street’s Best Stocks and Wall Street’s Best ETFs. She was the host of the Small Cap Roundup radio show for Tiger Financial News Network, as well as the Daily Stock Analysis videos for Investor’s Business Daily. She also hosted the America Talks Money podcast.

Stalter was also the investment columnist at the Santa Fe New Mexican, bringing fiduciary-level advice to a broad market of investors. She is the author of the book “Don’t Let Your Money Kick The Bucket Before You Do,” offering retirement and investing

For U.S. News & World Report, Kate has covered mutual funds, the broader stock market and the financial advisory industry.

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Publications

  • U.S. News and World Report
    128 articles
  • US News and World Report
    27 articles
  • CNN Underscored
    26 articles
  • U.S. News & World Report
    20 articles
  • Forbes Marketplace
    10 articles
  • Annuity.org
    5 articles
  • RetireGuide
    1 article

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  • What Is an Average Roth Return in 2025?
    25 Feb—U.S. News and World Report
    The current market volatility serves as a timely reminder that your investment returns from a retirement vehicle, such as a Roth individual retirement account, will vary from year to year. In 2023 and 2024, the S&P 500 returned 26.9% and 25.1%, respectively, after a decline of 19.5% in 2022. Between January 2014 and December 2024, the index’s average annualized return was 11.3%, or about 8%, when adjusted for inflation. So far in 2025, the S&P 500 is down about 10%. In your retirement...
  • —Annuity.org
  • —Annuity.org
  • 5 Best S&P 500 Index Funds to Buy Now
    4 Feb—US News and World Report
    The S&P 500 tracks large-cap U.S. stocks and serves as a core building block in many portfolios. While it represents just one segment of the market, it's a go-to for U.S. investors. You have plenty of choices for accessing the S&P 500. "When it comes to choosing an index fund, a simple rule of thumb is to go with the option offered by your broker or custodian, so you can try to avoid unnecessary transaction fees," says Steven Rogé, chief investment officer and CEO at R.W. Rogé & Co. in...
  • Deciding Between a Roth vs. Traditional IRA
    22 Apr—US News and World Report
    You might think the choice between a Roth and a traditional individual retirement account comes down to taxes. While taxes play a role in this decision, investors shouldn’t overlook other factors, such as income flexibility, withdrawal strategies and legacy planning. Here's what to know when deciding which type of account is most suitable for investing your next retirement dollar. READ: Retirement Accounts You Should Consider. Traditional IRA vs. Roth IRA There are some key differences...

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