Kate Stalter

Some of the year-to-date return leaders seem like savvy investments, but financial advisors know to avoid them.

MYGA Rates and the Fed: What Savers Should Know Before They Lock In You're planning to retire in the next year or two, so it's time to get your ducks in a row.

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.

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

Bill Bengen's famous retirement withdrawal rule got an update last year. Here's what changed, and why the number isn't one-size-fits-all.

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

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

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

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

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