Latest articles by Charles Lewis Sizemore, CFA
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How to Invest for Fall Rate Cuts by the Fed
The probability the Fed cuts interest rates by 25 basis points in October is now greater than 90%.
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I Want to Retire Next Year. Should I Keep My Money in the Stock and Bond Markets?
We asked a financial expert to weigh in on where someone getting ready to retire should invest their money.
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Qualified Dividends vs Ordinary Dividends: What to Know
dividend stocks What are qualified dividends vs ordinary dividends? Here, we examine which is which, how each one is taxed and what it means for investors.
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What Is a Hedge Fund, and Should I Invest in One?
Hedge funds can be thought of as private mutual funds that employ various strategies to generate returns. Here's why they're not suitable for everyone.
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What Is the Rule of 72 and How Can Investors Use It?
The Rule of 72 is an easy way to calculate how long it will take your investment to double in value. Here's how it works.
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I hear REITs are one of the best ways to get income from investing, especially in retirement. Should I buy them?
We ask a financial expert for advice.
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I'm 55 with 10 years until retirement and I've made $2 million on Nvidia stock. What do I do with it now?
What do you do with all that appreciated Nvidia stock? We asked a financial expert for advice.
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Why Does the Fed Prefer PCE Over CPI?
Inflation has been top of mind for lots of folks in recent years. Most of Wall Street follows the CPI, but the Fed favors the PCE. Here's why.
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Best Closed-End Funds (CEFs) to Buy Now
The best closed-end funds provide discounted exposure to their underlying stocks and bonds and a meaningful boost to your portfolio income.
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How to Invest in Stocks as a Beginner: A Guide for 2025
Learning about the market and how to invest can be overwhelming for newcomers. Here's how to invest in stocks as a beginner.
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Mutual Funds Are About to Get the ETF Treatment. Here's What It Means for Investors
The SEC is expected to decide soon whether mutual funds from dozens of providers can be offered as ETF share classes.
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Should You Start a 'Trump Account' for Your Child?
"Trump Accounts" for kids is part of the One Big, Beautiful Bill. Look at if it's worth it for your children.
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What Happens When a Treasury Bill Matures?
Plan to squeeze the most value out of your investment when a Treasury bill matures.
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The Best and Worst Presidents (According to the Stock Market)
Markets Which U.S. presidents oversaw the best and worst stock market performances? Just for grins, let's see what a 'stock market Mount Rushmore' might look like.
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The 5 Best BDC Stocks to Buy Now
dividend stocks Business development companies (BDCs) are a small but sky-high-yielding industry that effectively acts as private equity for the common investor.
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When to Sell Your Stock
Knowing when to sell a stock is a major decision investors must make. While there's no one correct answer, we look at some best practices here.
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The Best Monthly Dividend Stocks to Buy Right Now
Your bills come monthly. Why not your dividend checks? These are some of the best monthly dividend stocks for income planning.
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What Is the Buffett Indicator?
"It is better to be roughly right than precisely wrong," writes Carveth Read in "Logic: Deductive and Inductive." That's the premise of the Buffett Indicator.
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I Have $20,000 to Invest. What Should I Do?
We asked a financial expert to weigh in on where to invest $20,000.
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How Do Tariffs Impact the Stock Market?
Trump's tariff announcement sent shockwaves through the stock market, and there are still a lot of moving parts. Here, we look at what impact tariffs have on the stock market and your portfolio.
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What Is Shorting a Stock?
Shorting a stock is a bet its price will decline, and it's not for the faint of heart. Here's why shorting a stock is a high-risk strategy for investors.
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Trump's Sovereign Wealth Fund: What Is It And How Does It Work?
President Trump signed an executive order that puts in motion plans for a U.S. sovereign wealth fund. Here's what a sovereign wealth fund is and how it works.
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How to Manage Risk With Diversification
"Don't put all your eggs in one basket" means different things to different investors. Here's how to manage your risk with portfolio diversification.
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How Selling a Losing Stock Position Can Lower Your Tax Bill
Unloading an underperforming stock can help keep your investment returns growing while trimming your tax bill. Here's how this strategy works.
