S&P 500   3,852.36
DOW   32,920.46
QQQ   311.72
Retirement Plans in 2023: Choosing the Right Account
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Mullen Automotive Stock Gains Momentum On Positive News
Apple’s Earnings, Expectations and Surprises
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Cathie Woods' Ark Innovation ETF Set To Rebound in 2023?
The Bottom Is In For Meta Platforms, Volatility Is Not Over
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Exxon Mobil Could Gush To New Highs Very Soon 
Closing prices for crude oil, gold and other commodities
S&P 500   3,852.36
DOW   32,920.46
QQQ   311.72
Retirement Plans in 2023: Choosing the Right Account
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Mullen Automotive Stock Gains Momentum On Positive News
Apple’s Earnings, Expectations and Surprises
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Cathie Woods' Ark Innovation ETF Set To Rebound in 2023?
The Bottom Is In For Meta Platforms, Volatility Is Not Over
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Exxon Mobil Could Gush To New Highs Very Soon 
Closing prices for crude oil, gold and other commodities
S&P 500   3,852.36
DOW   32,920.46
QQQ   311.72
Retirement Plans in 2023: Choosing the Right Account
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Mullen Automotive Stock Gains Momentum On Positive News
Apple’s Earnings, Expectations and Surprises
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Cathie Woods' Ark Innovation ETF Set To Rebound in 2023?
The Bottom Is In For Meta Platforms, Volatility Is Not Over
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Exxon Mobil Could Gush To New Highs Very Soon 
Closing prices for crude oil, gold and other commodities
S&P 500   3,852.36
DOW   32,920.46
QQQ   311.72
Retirement Plans in 2023: Choosing the Right Account
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Mullen Automotive Stock Gains Momentum On Positive News
Apple’s Earnings, Expectations and Surprises
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Cathie Woods' Ark Innovation ETF Set To Rebound in 2023?
The Bottom Is In For Meta Platforms, Volatility Is Not Over
Cash Holders STILL Aren't Taking Steps to Prepare (Ad)
Exxon Mobil Could Gush To New Highs Very Soon 
Closing prices for crude oil, gold and other commodities

Kate Stalter, Contributing Author at MarketBeat

Kate Stalter

About Kate Stalter

Contributing Author: Retirement, Asset Allocation, and Tax Strategies

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.
Contact Kate Stalter via email at stalterkate@gmail.com.

Articles by Kate Stalter

Cathie Woods
Cathie Woods' Ark Innovation ETF Set To Rebound in 2023?
February 2nd, 2023  1:50 PM

Can gains in Tesla, Zoom, Exact Sciences, and other growth stocks set the stage for Cathie Woods' Ark Innovation Fund to stage a comeback in 2023?

Should You Buy Dividend Achiever Cisco Ahead Of Earnings?
Should You Buy Dividend Achiever Cisco Ahead Of Earnings?
February 1st, 2023  7:00 AM

Cisco has increased its dividend in each of the past 12 years. The stock has been forming a base with a 10% correction ahead of its February 15 earnings report.

Verizon, Charter Trend Higher In Past Month: Are They Buys Now?
Verizon, Charter Trend Higher In Past Month: Are They Buys Now?
January 31st, 2023  2:25 PM

The communications industry is showing signs of life recently, as large caps including Verizon and Charter are posting strong one-month uptrends.

Carvana Is Up 39.28% In One Week: Is It The Newest Meme Stock?
Carvana Is Up 39.28% In One Week: Is It The Newest Meme Stock?
January 31st, 2023  10:10 AM

Carvana more than doubled in the past month, with a one-week gain of 39.28%. The move has the makings of a short squeeze, with echoes of the meme-stock frenzy.

Why Gold Can Be A Glistening Addition To Your Portfolio Right Now
Why Gold Can Be A Glistening Addition To Your Portfolio Right Now
January 30th, 2023  1:25 PM

Gold stocks are among the leaders in recent months. Rather than being correlated with the equity market, they show inverse performance relative to the dollar.

ASML Sees Demand For Chips Rallying This Year, Boosts Sales View
ASML Sees Demand For Chips Rallying This Year, Boosts Sales View
January 27th, 2023  9:50 AM

Leading chip-gear maker ASML topped Q4 views and boosted guidance. It expects 25% revenue growth this year despite restrictions on sales to China.

EVs, Robotics Among Growth Drivers As Chipmaker STMicro Gaps Up
EVs, Robotics Among Growth Drivers As Chipmaker STMicro Gaps Up
January 27th, 2023  5:00 AM

Chipmaker STMicroelectronics gapped up 7.75% after significantly topping Q4 earnings views, largely on the strength of silicon carbide chips used in EVs.

Does Oil Services Firm NOV Have Enough Energy To Maintain Rally?
Does Oil Services Firm NOV Have Enough Energy To Maintain Rally?
January 27th, 2023  4:00 AM

The energy boom is back, and oil-and-gas industry supplier NOV is capitalizing on the uptrend. The stock's January performance outpaced the broader industry.

Shopify Clears Cup-With-Handle Base: Can Momentum Continue?
Shopify Clears Cup-With-Handle Base: Can Momentum Continue?
January 27th, 2023  3:00 AM

E-commerce platform Shopify cleared a cup-with-handle base with a buy point above $45.16. The surge followed a Shopify blog post, announcing price increases.

Pliant Therapeutics Gaps 34% Higher: More Upside To Come?
Pliant Therapeutics Gaps 34% Higher: More Upside To Come?
January 25th, 2023  4:23 AM

Pliant Therapeutics zoomed 34% higher and added to that gain in the next session.This followed good news about clinical trials for a lung-condition treatment.

Will Rocket Lab
Will Rocket Lab's First U.S. Launch Send Stock Into Stratosphere?
January 25th, 2023  4:00 AM

Rocket Lab USA, staged its first U.S. launch on January 24. Launching from U.S. soil could lead to new business, which may in turn send the stock soaring.

Should You Bet Against The Nasdaq 100 With This Inverse ETF?
Should You Bet Against The Nasdaq 100 With This Inverse ETF?
January 25th, 2023  1:00 AM

As big-tech layoffs pile up, more investors are betting against the sector, as evidenced by flows of $913.74 million into the ProShares UltraPro Short QQQ.

Energy Surge: Four Oil-And-Gas Stocks Setting Up In Bullish Bases
Energy Surge: Four Oil-And-Gas Stocks Setting Up In Bullish Bases
January 23rd, 2023  1:09 PM

The energy sector is bouncing back after a red-hot 2022, with stocks including ConocoPhillips, EOG, HF Sinclair, and Phillips 66 boasting strong price action.

Does Old Dominion Show That Trucking Is Hitting The Brakes?
Does Old Dominion Show That Trucking Is Hitting The Brakes?
January 20th, 2023  10:30 AM

S&P 500 component Old Dominion is among the top performers in the trucking industry, but there are signs that it, as well as industry peers, are slowing down.

Exxon Mobil Stock: Within Striking Distance Of Buy Point
Exxon Mobil Stock: Within Striking Distance Of Buy Point
January 20th, 2023  1:00 AM

Exxon Mobil is within striking range of clearing a cup-shaped base that began in November. Q4 results on January 31 could be a catalyst for a price move.

High-Dividend-Yielding BHP Sees China Driving
High-Dividend-Yielding BHP Sees China Driving '23 Growth
January 19th, 2023  2:42 PM

On Thursday, Mining giant BHP reported its operational review for the first half of fiscal 2023. It said China’s reopening will stabilize commodity demand.

Is Airbnb Setting Up To Rally 38%, As Analysts Are Forecasting?
Is Airbnb Setting Up To Rally 38%, As Analysts Are Forecasting?
January 19th, 2023  12:00 PM

Airbnb has attributes of both a growth and value stock at the moment. Does that mean it’s one to keep an eye on, or even determine whether it’s worth a buy?

Johnson & Johnson Breakout Breaks Down: Can Earnings Boost Stock?
Johnson & Johnson Breakout Breaks Down: Can Earnings Boost Stock?
January 18th, 2023  4:00 AM

Johnson & Johnson stock has been struggling to break out of a correction. It formed a cup-shaped pattern that appeared to add a handle but broke down last week.

Can Alaska Air Continue Soaring Above The Airline Industry?
Can Alaska Air Continue Soaring Above The Airline Industry?
January 18th, 2023  4:00 AM

Alaska Air soared 11% last week on news that the company plans to recruit 3,500 new employees in a variety of roles and functions.

Insulet Has Potential To Gain More Than Analysts Are Forecasting
Insulet Has Potential To Gain More Than Analysts Are Forecasting
January 18th, 2023  2:00 AM

Even as it pulled back with the broader market Tuesday, insulin pump maker Insulet found support along its 50-day line and remained in possible buy range.

Don
Don't Miss These 2 Mid-Cap Techs That Broke Out Last Week
January 17th, 2023  3:00 AM

Apple component supplier mid-cap Jabil Inc. (NYSE: JBL) is up 14.24% in the past week as the stock broke out of a base that began in early December. 

Will Oil Stocks Once Again Lead The Market As Inflation Eases?
Will Oil Stocks Once Again Lead The Market As Inflation Eases?
January 13th, 2023  5:00 AM

Better-than-expected inflation data, and optimism about China, sent oil stocks higher Thursday. The S&P large-cap energy sector was the biggest gainer.

Optimism About Global Demand For Metals Boosts BHP, Other Miners
Optimism About Global Demand For Metals Boosts BHP, Other Miners
January 13th, 2023  2:00 AM

Miners BHP, Rio Tinto, and Vale were among the big price gainers Thursday as their industry group moved higher, largely on news from China and Saudi Arabia.

Mobileye Expects $17.5 Billion Future For Its Driver Assist Tech
Mobileye Expects $17.5 Billion Future For Its Driver Assist Tech
January 11th, 2023  2:00 AM

Mobileye Global, which was spun off from Intel in October, posted in each of the past three sessions. The company expects $17.5 billion in revenue by 2030.

Is Salesforce
Is Salesforce's New Rally The Beginning Of A Big Uptrend?
January 11th, 2023  1:00 AM

Could Salesforce's rally continue as investors cheer recent cost-cutting moves? Analysts have a moderate buy rating on the stock and see a 35% upside potential.

Does TJX Have More Room To Run Or Will It Sink Into New Base?
Does TJX Have More Room To Run Or Will It Sink Into New Base?
January 10th, 2023  3:00 AM

Clothing and home goods retailer TJX cleared a buy point above $81.17 Friday but reversed lower with the broad market Monday. It remains in potential buy range.

Can Chip Gear Maker Lam Continue Its Rally As Earnings Slow?
Can Chip Gear Maker Lam Continue Its Rally As Earnings Slow?
January 6th, 2023  2:00 AM

Could a nascent rally in chip gear maker Lam Research be the real deal, or is it a head fake for tech investors eager to see a long-awaited turnaround?

Bed Bath & Beyond Stock Crumbles 24% On Possible Bankruptcy News
Bed Bath & Beyond Stock Crumbles 24% On Possible Bankruptcy News
January 6th, 2023  1:00 AM

On Thursday, the already battered Bed Bath & Beyond said bankruptcy and further store closures were among alternatives for digging out of its current troubles.

GE HealthCare Technologies Soars As GE Legacy Business Plummets
GE HealthCare Technologies Soars As GE Legacy Business Plummets
January 5th, 2023  2:00 AM

Wednesday marked the trading debut of GE HealthCare Technologies, the health-focused business spun off from General Electric. Shares rose 12%.

Can Amazon Lead Consumer Stocks To A Big Rally In 2023?
Can Amazon Lead Consumer Stocks To A Big Rally In 2023?
January 5th, 2023  2:00 AM

Is 2023 the year when the consumer discretionary sector, will come roaring back, led by expected earnings growth in Amazon?

These Steelmakers Deserve A Place On Your 2023 Watch List
These Steelmakers Deserve A Place On Your 2023 Watch List
December 23rd, 2022  11:00 AM

Steel stocks including Nucor and Steel Dynamics are bringing holiday cheer to investors as they have potential to benefit from infrastructure spending in 2023.

Are Caterpillar and Deere Setting Up to Rally in 2023?
Are Caterpillar and Deere Setting Up to Rally in 2023?
December 22nd, 2022  1:00 PM

Heavy equipment makers Caterpillar and Deere are setting up in bullish chart patterns ahead of likely infrastructure spending increases that could lift revenue.

Will The Sun Shine On These 3 Large-Cap Solar Stocks In 2023?
Will The Sun Shine On These 3 Large-Cap Solar Stocks In 2023?
December 22nd, 2022  2:00 AM

For investors in top-performing solar-energy stocks such as Enphase, SolarEdge, and First Solar Inc. brighter days may be just around the corner.

Will AMC
Will AMC's Troubles Affect Its Landlord, EPR Properties?
December 21st, 2022  1:00 AM

Meme stock AMC Entertainment has captivated traders for the past two years. Its fortunes are linked to other companies, such as its landlord, EPR Properties.

Will Tesla Shares Rally If Musk Steps Down From Twitter?
Will Tesla Shares Rally If Musk Steps Down From Twitter?
December 20th, 2022  2:00 AM

Tesla shares are down 57.35% so far this year, with analysts attributing at least part of the decline to Elon Musk being distracted by his purchase of Twitter.

How Do Chipmakers Stack Up When It Comes To Growth?
How Do Chipmakers Stack Up When It Comes To Growth?
December 19th, 2022  3:00 AM

Gone are the days when semiconductor stocks were riding high on demand for electronics gear. These companies face similar issues, but also diverge in some ways.

Can Tractor Supply Stock Surge Past Cup-With-Handle Buy Point?
Can Tractor Supply Stock Surge Past Cup-With-Handle Buy Point?
December 16th, 2022  1:00 AM

A classic cup-with-handle base is often a precursor to a stock’s run-up and retailer Tractor Supply is forming exactly that type of consolidation. 

Will WhatsApp Partnership Boost MercadoLibre
Will WhatsApp Partnership Boost MercadoLibre's Earnings?
December 15th, 2022  2:00 AM

Latin American e-commerce specialist MercadoLibre trended lower in 2022, but could a new partnership with Meta Platforms may give the stock a boost?

Harpoon Therapeutics Remains Volatile After Promising News
Harpoon Therapeutics Remains Volatile After Promising News
December 14th, 2022  1:00 AM

Harpoon Therapeutics offers an example of biotech's volatility. The stock advanced as much as 191% intraday Monday before settling down to a gain of 22.61%.

Does Lululemon
Does Lululemon's 12% Drop Signal Bad News For Clothing Retailers?
December 12th, 2022  1:00 AM

Luxury athletic clothing retailer Lululemon gapped down 12%, after warning of higher-than-anticipated inventories. Is this a bad sign for other clothing stocks?

Can Pfizer, Johnson & Johnson Continue Outperforming the Index?
Can Pfizer, Johnson & Johnson Continue Outperforming the Index?
December 9th, 2022  3:00 AM

Large-cap pharmaceuticals Pfizer and Johnson & Johnson are outperforming the broader market in the past year, particularly in the past three months.

Are Investors Hearing The End Of Spotify
Are Investors Hearing The End Of Spotify's Downtrend?
December 8th, 2022  3:00 AM

Spotify rebounded Wednesday after declining 4.02% Tuesday. It's holding above a November 4 low of $69.29. Have investors heard the last of its downtrend?

Ulta Issues A Beautiful FY Outlook, But Is the Stock A Buy Now?
Ulta Issues A Beautiful FY Outlook, But Is the Stock A Buy Now?
December 7th, 2022  4:00 AM

If there’s a slowdown in consumer spending, it hasn’t affected Ulta Beauty, which is trading at new highs following last week’s better-than-expected Q3 report.

Can ZIM Defy Broad Downturn In The Container Shipping Industry?
Can ZIM Defy Broad Downturn In The Container Shipping Industry?
December 2nd, 2022  9:00 AM

ZIM Integrated Shipping Services is an example of what’s befallen its industry. The stock is down 33.58% in the past three months and 17.48% year-to-date.

Ford Revving Up Production Of EV Power Units At U.K. Plant
Ford Revving Up Production Of EV Power Units At U.K. Plant
December 2nd, 2022  1:00 AM

Ford is investing $180 million to increase production of EV power units at a U.K. plant as part of a push to transition away from internal combustion engines.

Is The Recovery Rally Here For SoFi?
Is The Recovery Rally Here For SoFi?
December 1st, 2022  9:00 AM

Shares of lender SoFi rallied along with the broader market Wednesday, two days after the stock sank to a new low. Could it be that the bottom is in?

Will Easing Of Covid Rules Slash Risk For Chinese EV Maker NIO?
Will Easing Of Covid Rules Slash Risk For Chinese EV Maker NIO?
December 1st, 2022  1:00 AM

Shares of NIO jumped Wednesday as investors cheered a forecast from rival Chinese EV maker XPeng. Other China-based EV companies also rallied.

Which Stocks Are Black Friday, Cyber Monday Winners & Losers?
Which Stocks Are Black Friday, Cyber Monday Winners & Losers?
November 30th, 2022  1:00 AM

Online sales rose 2.3% on Black Friday, for a total of $9.12 billion, according to Adobe Analytics. Cyber Monday numbers were also strong.

Is the 60/40 Portfolio Mix Still in Vogue?
Is the 60/40 Portfolio Mix Still in Vogue?
November 23rd, 2022  12:00 PM

The classic 60/40 portfolio, consisting of 60% stocks and 40% bonds, has served investors well. But in volatile conditions, does that mix still make sense?

Is Tesla A Bargain Now As It Trades At Two-Year Lows?
Is Tesla A Bargain Now As It Trades At Two-Year Lows?
November 21st, 2022  11:00 AM

Tesla is now trading at October 2020 levels after opening sharply lower Monday. Is it a bargain, or does it still have further to fall before reversing higher?