Kate is a licensed financial advisor with a Series 65 securities license and a diverse background in financial journalism. She has contributed to prominent publications such as Investor’s Business Daily, TheStreet.com, Morningstar, CNN Underscored, Forbes, MarketBeat, and Benzinga. During her decade at Investor’s Business Daily, Kate launched the Daily Stock Analysis video series and conducted investing seminars across the U.S. and Canada. Beyond her advisory roles at registered investment firms, Kate is deeply engaged in market research and retirement planning.
In her free time, Kate enjoys exploring Finger Lakes wine country, working out at OrangeTheory and cheering on the Buffalo Bills.
