
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 9 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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How to Start Investing In the Stock Market: A Beginner's Guide
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 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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What Is a Stock Split, and Why It Matters to You
A stock split can indicate that a company is healthy — but don't fall for the hype.
By Charles Lewis Sizemore, CFA Published
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What Happens When a Treasury Bill Matures?
Plan for your Treasury Bills' maturity to squeeze the most value out of your investment.
By Charles Lewis Sizemore, CFA Published
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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
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How to 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 Published
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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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The Best ETFs to Buy Now
Finding the best ETFs to buy in a high-inflation environment can seem like a tall task, but these five picks are a good place to start.
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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Where to Find the Best Bond Market Deals
The bond market is starting to look interesting after a rough start to the year. Here's how to find the best opportunities based on your own investing goals.
By Charles Lewis Sizemore, CFA Published
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Where to Put Safe Money Today
There are not many areas of the market that haven't lost ground this year, but investors could find respite in beaten-down bonds.
By Charles Lewis Sizemore, CFA Last updated
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What the Midterms Mean for Stocks
The midterms will be held in early November and the election results could have implications for investors.
By Charles Lewis Sizemore, CFA Last updated
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Do I Have to Pay Taxes on Gains From Stocks?
Becoming an Investor If you enjoyed stock market success in 2021, you might owe the IRS. Here's our quick, easy guide to paying taxes on your stock gains.
By Charles Lewis Sizemore, CFA Last updated
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Biden's Inflation Reduction Act: Investing Winners and Losers
stocks These seven stocks could benefit the most (and least) from the Inflation Reduction Act, which has been signed into law.
By Charles Lewis Sizemore, CFA Published
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Now You Can Own Bitcoin in 401(k)s. Should You?
cryptocurrency Fidelity will begin allowing investors to put Bitcoin in their 401(k)s. But is this retirement vehicle the right place to hold crypto?
By Charles Lewis Sizemore, CFA Published
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African Stocks: Investing in the Last Great Emerging Market
Foreign Stocks & Emerging Markets A massive middle class and rapid technology-enabled development could turn African stocks into growth darlings over the next two decades.
By Charles Lewis Sizemore, CFA Published
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Dividend Dates: A Beginner's Guide
dividend stocks Everything you need to know about ex-dividend dates, dividend announcements and other parts of the dividend calendar.
By Charles Lewis Sizemore, CFA Published
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Mutual Fund Capital Gains Taxes Could Be a Handful
mutual funds Investors in actively managed mutual funds could be facing significant capital gains distributions in 2021 ... and thus capital gains taxes.
By Charles Lewis Sizemore, CFA Published
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Is Stagflation a Serious Market Risk?
investing High inflation and corporate warnings of supply chain issues have brought stagflation fretting to a fever pitch.
By Charles Lewis Sizemore, CFA Published
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7 Best Commodity Stocks to Play the Coming Boom
commodities These seven commodity stocks are poised to take advantage of a unique confluence of events. Just mind the volatility.
By Charles Lewis Sizemore, CFA Published
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10 Terrific Retirement Funds That Tackle Every Need
mutual funds Retirees and those nearing the end of their careers must consider growth, income and safety for their investments. Here are 10 mutual funds and ETFs that keep those requirements in mind.
By Charles Lewis Sizemore, CFA Published
mutual funds