Charles Lewis Sizemore
Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building alternative allocations with minimal correlation to the stock market.
Latest articles by Charles Lewis Sizemore
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Advice to the Powerball Winner: Think About an Endowmentinvesting You’ll be supporting worthwhile causes that are important to you, and getting a nice tax break.
By Charles Lewis Sizemore
investing -
A Grumpy Old Man’s Guide to 401(k) Investingretirement It’s tough-love time: If you’re lucky enough to have a 401(k) plan, and you’re not filling it to the max, you’re making a rookie mistake.
By Charles Lewis Sizemore
retirement -
How the Rich Can Save $100,000 Tax-Free for Retirement Every Year
retirement Pensions are dead, right? Not if you are self-employed with cash to sock away.
By Charles Lewis Sizemore
retirement -
What Are the Hedge Fund Masters of the Universe Buying?
investing Here are five stocks that I think are worth a look. See if you agree with me.
By Charles Lewis Sizemore
investing -
Great Value Sectors for Dividend Growth Investors
Markets My firm's Dividend Growth portfolio combines solid dividend-paying stocks with unique value opportunities slightly out of the mainstream. Have a look.
By Charles Lewis Sizemore
Markets -
3 Core Dividend Stocks for Retirement
retirement I like the Golden Arches, a REIT, and a company that has increased its dividend every year for 42 years. Take a look.
By Charles Lewis Sizemore
retirement -
Why Google and Facebook Get No Love from the Big Money
investing Neither company has been particularly friendly to dividend investors. And managers and activists know their votes hardly matter.
By Charles Lewis Sizemore
investing -
Beware the Boom in Stock Buybacks
investing They can mask transfers of wealth away from shareholders.
By Charles Lewis Sizemore
investing -
This Market Indicator Suggests a Continued Bull Market
Investor Psychology There’s not a lot of enthusiasm for trading with borrowed money, despite low interest rates. That’s a contrarian bullish sign.
By Charles Lewis Sizemore
Investor Psychology
