Kate Stalter is the founder of Better Money Decisions, an asset-management firm with offices in Albuquerque and Santa Fe, New Mexico and Scottsdale, Arizona. She is an expert investment columnist for numerous media outlets including Forbes, US News & World Report, Benzinga, TheStreet.com and Morningstar, and is a frequent on podcasts and radio shows, discussing investment topics. Better Money Decisions implements stock-and-bond portfolios using an asset-allocation strategy with funds from Dimensional Fund Advisors. Kate is a Series 65-licensed investment advisor representative, and has a Master's in Business Administration from Northwestern University's Kellogg School of Management. ================ Kate Stalter is a columnist for RealMoney.com, MoneyShow.com and Morningstar Advisor. Stalter currently hosts “The Small Cap Roundup” on TFNN.com, every Tuesday and Thursday at 11 a.m. Eastern. She serves as editor of the “Low-Priced Leaders” newsletter, also at TFNN. From 2001 until 2010, she was a market writer at Investor's Business Daily and presented the "Market Wrap" and “Daily Stock Analysis” videos at Investors.com. Stalter co-hosted webcasts with TDAmeritrade, and regularly taught IBD investing seminars nationwide. She received her MBA in finance and marketing from the Kellogg School of Management at Northwestern University. You can follow Kate on Twitter @katestalter and receive her free monthly newsletter at www.katestalter.com
Full-time individual investor primarily in REITS (esp Commercial REITS); Business Development Cos (BDC's); Master Limited Partnerships (MLP's); Dividend Income Compounding; Some Writing Calls and also Put Selling; Main Sector interests include-Energy, Utilities, Retail, Financial, Healthcare (Medical Device Cos; Pharmaceuticals; Generics); Railroads; Insurance (Property and Casualty; Reinsurance); Consumer Staples (mainly Grocery and Food Cos); and Commodoties (Ags-Softs; Grains; and Ag Conglomerates).
Goal is to achieve a minimum return over the long-haul of 1% per month (compounded) while also adding to available investing funds on a monthly basis and my investment is long-term (am in no rush to reach a certain goal within a specific time frame.
Am a conservative dividend-focused long-term investor who is focused on dividend growth and reinvestment of all dividends received. Have been investing full-time since July 1, 2001, and was an insurance agent prior to that. 3 of my best stocks have been Simon Property Group (SPG); Perrigo (PRGO); and Kroger Grocery (KR).
As SA Senior Editor, my task is to make Seeking Alpha the premier destination for financial advisors. I have worked in the FA arena since 1997, and during that time, the New York State Society of CPAs twice awarded its prestigious Excellence in Financial Journalism award to me for a monthly column I wrote on business ethics.
Previously, I reported on international news for Voice of America (where I was awarded a newsroom writing award) and prior to that worked as an editorial assistant at U.S. News and World Report.
I live with my wife and children amidst the verdant and vibrant hills and dales of Jerusalem.
You are cordially invited to join us at the New York Hilton Midtown in New York, NY on October 27, 2015 for Pristine Advisers/CEFNetwork’s 2015 Global CEF, BDC, MLP Investment Community Conference: Transforming Global Potential Into Investment Opportunities.
This year’s program will feature insightful discussions on identifying potential opportunities within the Closed-End Fund, BDC and MLP Space.
In this low yield and interest rate environment, we are all searching for signals of change and emerging trends in the markets in order to meaningfully impact our portfolios. Learn how we are positioning to benefit amid the post QE landscape at our 2015 Investment Conference in New York, NY.
Space is limited - reserve your sponsorship or vendor display today.
300 of your peers attended in person in 2014. 500+ via the webcast/videocast both live and replays. See what great things our community has to say about this event here. [https://vimeo.com/111137461]
Join us this October to get the latest market insights from teams across the investment spectrum.
Session Spotlights for Q&A This Year Include:
· Achieving Investment Goals
· Alternative Investments Strategies & Leverage Approach
· Effective Asset Allocation
· A Case for Index Fund Portfolios
· Performance Comparisons of Index Funds vs Actively Managed Funds
· Alpha vs Beta
· International Markets
· Fixed Income
· Master Limited Partnerships
· Business Development Companies
· Best Market Segments for Dividends and Income
· Current and Future Attractive Sectors
· Overview of 2015 and Outlook for 2016
View details of last years’ event [ http://www.cefnetwork.com/conf/2014/2014conference.php]
Last events Featured Keynote Speakers Included Top CEF Investors & Analysts:
· Elias Lanik, Analyst at BofA Merrill Lynch
· John Cole Scott, PM of Closed End Fund Advisors
· Ken Fincher, PM at First Trust and another PM at First Trust covering ETFs
· David Wertheim, Deutsche Wealth & Asset Management
· Don Suskind, Head of ETFs, PIMCO
· Dean Choksi - Portfolio Manager, Fifth Street Management
· Eduardo Solano, Product Manager at Mexico Fund
· Michael Jabara and Stephen Miner, Analysts at Morgan Stanley
· Steve Pikeny and Ben Johnson, Analysts at Morningstar
· Noel O’Halloran, CEO of Kleinwort Benson
· Grier Eliasek, President of Prospect Capital
· Mariana Bush, Analyst at Wells Fargo
· Sangeeta Marfatia, Analyst at UBS
· Alex Reiss, Analyst at Stifel Nicolaus
· Portfolio Manager, Legg Mason
· Portfolio Manager Tortoise Capital Advisors
· Portfolio Manager, Miller/Howard MLP Fundamental Index
· Portfolio Manager, Clearbridge Advisors
· Portfolio Manager, Morgan Stanley Investment Mgmt.
· Portfolio Specialist / Index – Yieldshares
· Portfolio Specialist / Index – River Oak ETFs
· Supporting Sponsor: NYSE Euronext, Financial Advisor Magazine, Private Wealth, ETFGI.com, Global Investor Spotlight, and more.
Sponsors and vendors will receive featured coverage in Pristine’s newsletter with an audience of over 80,000 industry professionals/investors in our databases as well as viewed by over 800,000 industry professionals and investors in our social media circles.
Sponsors and vendors total audience exposure prior to our event is over 2,220,000 community members.
Sponsors and vendors are given a list of attendees for their review enabling them to evaluate their investment in participating.
Qualified Financial Planners can earn 6 CFP Continuing Education Credits for attending.
Space is limited - reserve your discounted sponsorship or vendor display today.
Contact us for more details.
(if you are not the correct person at your firm to receive this, may we trouble you to pass this along or else provide us with the appropriate contact?)
Thank you kindly,
Tel: 631-756-2486 | Cel: 646-610-3340 | Fax: 646-478-9415
Why Hire Us? https://vimeo.com/66190623
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I am in equipment sales in industrial and laboratory markets. As I am getting within 3 years or so from retirement I am shifting from focusing on growth to generating income. I do not reach for yield, preferring a mix that allows for solid growth of the income stream and capital appreciation. I have built a diversified portfolio of solid dividend paying companies who grow their dividends at a rate beyond inflation with 80% of investable assets. I also maintain a growth portfolio of 10% of investable assets.
A Chinese value-investor who aims to provide research articles with critical views. A qualified CPA and FRM, as well as a CFA Level 3 candidate. Besides a value investing philosophy, I occasionally make opportunistic trades when I identify market inefficiencies. I am currently focused on identifying any good opportunities in Chinese stocks listed on the U.S. stock exchanges.