Charles Lewis Sizemore, CFA

Charles Lewis Sizemore, CFA

Contributing Writer, Kiplinger.com

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.

Is Stagflation a Serious Market Risk?
Concept art of a meter pointing toward stagflation and away from inflation and deflation
investing

Is Stagflation a Serious Market Risk?

High inflation and corporate warnings of supply chain issues have brought stagflation fretting to a fever pitch.
October 12, 2021
7 Bond Funds to Anchor Your Retirement Portfolio
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bonds

7 Bond Funds to Anchor Your Retirement Portfolio

Retirement savers need to weigh interest-rate and inflation risks when structuring their investments. These seven bond funds help them do just that.
September 28, 2021
7 Best Commodity Stocks to Play the Coming Boom
Rolled steel
commodities

7 Best Commodity Stocks to Play the Coming Boom

These seven commodity stocks are poised to take advantage of a unique confluence of events. Just mind the volatility.
September 8, 2021
10 Terrific Retirement Funds That Tackle Every Need
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mutual funds

10 Terrific Retirement Funds That Tackle Every Need

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 t…
September 3, 2021
Buy the Dip in EV Stocks? Here Are 7 to Consider
charging spot for electric vehicle
investing

Buy the Dip in EV Stocks? Here Are 7 to Consider

If you're looking to gain exposure to electric vehicle stocks while they're still down, here are some names worth watching.
August 26, 2021
Qualified Dividends vs. Ordinary Dividends
Stack of dollars
dividend stocks

Qualified Dividends vs. Ordinary Dividends

What are qualified dividends, and how do they differ from ordinary dividends? Here's how to determine which is which, and what that means for you.
August 11, 2021
14 Best Infrastructure Stocks for America's Big Building Spend
An elevated highway under construction
stocks to buy

14 Best Infrastructure Stocks for America's Big Building Spend

These 14 infrastructure stocks represent several themes that could enjoy a boost should the roughly $1 trillion Bipartisan Infrastructure Investment a…
August 10, 2021
21 Best Stocks to Buy for the Rest of 2021
A bull silhouette through smoke represents the idea of best stocks.
Kiplinger's Investing Outlook

21 Best Stocks to Buy for the Rest of 2021

Call it a comeback. Many of the best stocks to buy for the rest of this year remain heavily tied to economic recovery prospects.
August 6, 2021
How to Go to Cash
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investing

How to Go to Cash

What exactly does it mean to 'go to cash,' and what should you do once you have?
July 19, 2021
11 Best Monthly Dividend Stocks and Funds to Buy
Stacks of dollar bills
Kiplinger's Investing Outlook

11 Best Monthly Dividend Stocks and Funds to Buy

Your bills come monthly. Why not your dividend checks? These are some of 2021's best monthly dividend stocks and funds for easier income planning.
June 16, 2021
What Exactly Is a Short Squeeze?
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investing

What Exactly Is a Short Squeeze?

A short squeeze is a quick path to getting a lot of juice out of a stock. We explain the phenomenon, and the short selling that fuels it.
June 11, 2021
20 Best Stocks to Buy for the Joe Biden Presidency
President Joe Biden
stocks to buy

20 Best Stocks to Buy for the Joe Biden Presidency

We examine 20 of the best stocks to buy to take advantage of President Joe Biden's existing and expected policy initiatives.
April 30, 2021
The Best and Worst Presidents (According to the Stock Market)
White House in Washington, D.C.
Markets

The Best and Worst Presidents (According to the Stock Market)

Which American presidents oversaw the best stock market performances? Just for grins, let's see what a 'stock market Mount Rushmore' might look like.
April 30, 2021
5 Mortgage REITs for a Yield-Starved Market
real estate concept art
Investing for Income

5 Mortgage REITs for a Yield-Starved Market

Mortgage REITs took their lumps in the COVID downturn, but any mREIT trading today is a survivor. Here are five high-yield options that are still on t…
April 22, 2021
7 Best Ways to Play the Reflation Trade
Concept art of inflation
stocks to buy

7 Best Ways to Play the Reflation Trade

The market is in the early stages of what appears to be a rotation into reflation-friendly stocks. Here are seven ways to play this shift.
March 8, 2021
Do I Have to Pay Taxes on Gains From Stocks?
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Becoming an Investor

Do I Have to Pay Taxes on Gains From Stocks?

If you enjoyed stock market success in 2020, you might owe the IRS. Here's our quick, easy guide to paying taxes on your stock gains.
March 1, 2021
The Best and Worst Presidents (According to the Stock Market)
Markets

The Best and Worst Presidents (According to the Stock Market)

Which American presidents oversaw the best stock market performances? Just for grins, let's see what a 'stock market Mount Rushmore' might look like.
January 19, 2021
Need Yield? Try These 5 Best BDCs for 2021
Investors in a meeting
dividend stocks

Need Yield? Try These 5 Best BDCs for 2021

Business development companies (BDCs) are a small but high-yielding industry that effectively acts as private equity for the common man.
January 11, 2021
17 Best Stocks to Buy for the Joe Biden Presidency
President-elect Joe Biden
stocks to buy

17 Best Stocks to Buy for the Joe Biden Presidency

Joe Biden is about to become America's 46th president. These are 17 of the best stocks to own under the new administration.
January 6, 2021
13 Best Stocks to Buy If President Donald Trump Wins Re-Election
stocks to buy

13 Best Stocks to Buy If President Donald Trump Wins Re-Election

The 2020 election likely will be a pivot point for several areas of the market. Here are 13 of the best stocks to own should President Donald Trump wi…
October 29, 2020
13 Best Stocks to Buy If Joe Biden Wins the Presidency
Democratic presidential candidate Joe Biden
stocks to buy

13 Best Stocks to Buy If Joe Biden Wins the Presidency

If Joe Biden emerges from the Nov. 3 election victorious, these 13 picks could be some of the best stocks to own under the new administration.
October 27, 2020
The Best and Worst Presidents (According to the Stock Market)
The White House in Washington DC - official residence of the President of the United States of America.
Markets

The Best and Worst Presidents (According to the Stock Market)

Which American presidents oversaw the best stock market performances? Just for grins, let's see what a 'stock market Mount Rushmore' might look like.
October 26, 2020
11 Best Stocks to Buy for a COVID-19 Vaccine Pop
vaccine production
stocks to buy

11 Best Stocks to Buy for a COVID-19 Vaccine Pop

A COVID-19 vaccine would sharply alter the trajectory of several U.S. industries. These are among the best stocks to harness that pivot ... but handle…
October 14, 2020
10 Best Stocks to Buy If President Donald Trump Wins Re-Election
stocks to buy

10 Best Stocks to Buy If President Donald Trump Wins Re-Election

The 2020 election likely will be a pivot point for several areas of the market. Here are some of the best stocks to own should President Donald Trump …
September 29, 2020
10 Best Stocks to Buy If Joe Biden Wins the Presidency
Democratic presidential candidate Joe Biden
stocks to buy

10 Best Stocks to Buy If Joe Biden Wins the Presidency

If Joe Biden emerges from the Nov. 3 election victorious, these 10 picks could be some of the best stocks to own under the new administration.
September 29, 2020
16 of the Most Popular Stocks Among Millennials
A millennial on their computer
stocks

16 of the Most Popular Stocks Among Millennials

We look at 16 of the most popular stocks among Millennials that have really captured widespread attention over the past few months.
September 11, 2020
20 Best Stocks to Buy for the New Bull Market
best
stocks to buy

20 Best Stocks to Buy for the New Bull Market

The U.S. is officially in a bull market, but economic weakness persists. The best stocks to buy now must have acutely positioned businesses and be abl…
August 21, 2020