Charles Lewis Sizemore, CFA
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.
Charles is a frequent guest on CNBC, Bloomberg TV and Fox Business News, has been quoted in Barron's Magazine, The Wall Street Journal and The Washington Post, and is a frequent contributor to Forbes, GuruFocus and MarketWatch.
He holds a master's degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
Charles lives with his wife Maria Jose and three children – Charles, Ian and Gabriela – and enjoys regularly traveling to his wife's native Peru.
Latest articles by Charles Lewis Sizemore, CFA
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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.
By Charles Lewis Sizemore, CFA Last updated
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What Does the Trump Presidency Mean for the Fed?
We take a look at what Donald Trump's potential economic plans could mean for inflation, the Fed and Jerome Powell. Here's what you need to know.
By Charles Lewis Sizemore, CFA Published
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Can a President Fix Inflation? Here's What Donald Trump Could Do
Inflation has been a thorn in the side of many presidential administrations, but can a president fix inflation? Here's what influence Harris or Trump could have in office.
By Charles Lewis Sizemore, CFA Last updated
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Qualified Dividends vs Ordinary Dividends: What To Know
dividend stocks What are qualified dividends vs ordinary dividends? Here, we look at which is which, how each dividend is taxed and what that means for you.
By Charles Lewis Sizemore, CFA Last updated
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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.
By Charles Lewis Sizemore, CFA Last updated
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The Best ETFs to Buy Now
Finding the best ETFs to buy in an uncertain market environment can seem like a tall task, but these five picks are a good place to start.
By Charles Lewis Sizemore, CFA Last updated
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How a Second Trump Presidency Could Impact Truth Social
Donald Trump's majority ownership in Truth Social's parent company creates another curveball if he wins a second presidential term.
By Charles Lewis Sizemore, CFA Last updated
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What Elections Mean for Interest Rates
The election can indirectly impact interest rates, but the Federal Reserve remains in the driver's seat when it comes to borrowing costs.
By Charles Lewis Sizemore, CFA Last updated
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A Beginner's Guide to Investing in the Stock Market
Learning how to invest in the stock market can be overwhelming, but this guide provides some first steps for newbies.
By Charles Lewis Sizemore, CFA Last updated
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The Rule of 72 Is an Easy Way to Assess Your Investments. Are You Using 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.
By Charles Lewis Sizemore, CFA Last updated
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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.
By Charles Lewis Sizemore, CFA Last updated
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Japan's Stock Market Crash and Recovery: What Happened and What Investors Can Do
Japan's stock market suffered its biggest one-day drop since Black Monday in August but quickly bounced. Here's what happened and what it means for investors.
By Charles Lewis Sizemore, CFA Published
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Best Closed-End Funds (CEFs) to Buy Now
The best closed-end funds will significantly boost your portfolio income and allow you to buy their underlying stocks and bonds at a discount.
By Charles Lewis Sizemore, CFA Published
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What Is a Stock Split and Why It Matters To Investors
A stock split can indicate that a company is healthy – but don't fall for the hype.
By Charles Lewis Sizemore, CFA Last updated
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Should You Prioritize Paying Off Student Loans?
There are several factors to consider to decide if you should prioritize paying off your student loans.
By Charles Lewis Sizemore, CFA Last updated
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What Is a Soft Landing?
A soft landing starts with the Fed and is achieved if the central bank brings inflation down without pushing the economy into a recession.
By Charles Lewis Sizemore, CFA Published
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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 see returns, but they're not for everyone. Here's why.
By Charles Lewis Sizemore, CFA Published
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Gold Investing: What's Next After Recent Gold Price Highs?
gold If you're hesitant about gold investing simply because prices have run up so much already, here are a few points to consider.
By Charles Lewis Sizemore, CFA Last updated
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What Is Shorting a Stock?
Shorting a stock means betting its share price will go lower, but the strategy is not for the faint of heart. Here's why shorting a stock is so risky for investors.
By Charles Lewis Sizemore, CFA Published
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What Is Arbitrage?
Arbitrage involves the simultaneous buying and selling of an asset in hopes of turning a risk-free profit.
By Charles Lewis Sizemore, CFA Published
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What Is Inflation?
Inflation has been top of mind for investors in recent years, but what is inflation and why does it matter?
By Charles Lewis Sizemore, CFA Published
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Best EV Stocks to Buy
investing Electric vehicle stocks are making a comeback amid an industry-wide shift to battery-powered vehicles. Here are seven to consider.
By Charles Lewis Sizemore, CFA Last updated
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Don't Bet on a Minimum Wage Increase
Congress is unlikely to pass a federal minimum wage increase, but other factors may boost wages to help workers keep up with inflation.
By Charles Lewis Sizemore, CFA Published
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How the Debt Ceiling Impacts Your Finances
If Congress doesn’t raise the debt ceiling soon, the U.S. could default, sending borrowing costs higher and possibly delaying Social Security payments.
By Charles Lewis Sizemore, CFA Published