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.
The 15 Best Stocks for the Rest of 2022
stocks to buy
The 15 Best Stocks for the Rest of 2022
The lesson of the past two years: Be ready for anything. Our 15 best stocks to buy for the rest of 2022 reflect several possible outcomes for the seco…
June 21, 2022
12 Best Monthly Dividend Stocks and Funds to Buy
Kiplinger's Investing Outlook
12 Best Monthly Dividend Stocks and Funds to Buy
Your bills come monthly. Why not your dividend checks? These are some of 2022's best monthly dividend stocks and funds for easier income planning.
May 20, 2022
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.
May 5, 2022
Buy the Dip in EV Stocks? Here Are 7 to Consider
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.
April 29, 2022
Now You Can Own Bitcoin in 401(k)s. Should You?
cryptocurrency
Now You Can Own Bitcoin in 401(k)s. Should You?
Fidelity will begin allowing investors to put Bitcoin in their 401(k)s. But is this retirement vehicle the right place to hold crypto?
April 29, 2022
African Stocks: Investing in the Last Great Emerging Market
Foreign Stocks & Emerging Markets
African Stocks: Investing in the Last Great Emerging Market
A massive middle class and rapid technology-enabled development could turn African stocks into growth darlings over the next two decades.
April 15, 2022
Dividend Dates: A Beginner's Guide
dividend stocks
Dividend Dates: A Beginner's Guide
Everything you need to know about ex-dividend dates, dividend announcements and other parts of the dividend calendar.
April 1, 2022
5 Best BDCs to Ride Out a Risky 2022
dividend stocks
5 Best BDCs to Ride Out a Risky 2022
Business development companies (BDCs) are a small but sky-high-yielding industry that effectively acts as private equity for the common man.
March 18, 2022
Do I Have to Pay Taxes on Gains From Stocks?
Becoming an Investor
Do I Have to Pay Taxes on Gains From Stocks?
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.
March 17, 2022
The 10 Best Closed-End Funds (CEFs) for 2022
CEFs
The 10 Best Closed-End Funds (CEFs) for 2022
These high-yielding CEFs won't just significantly boost your portfolio income. They'll also allow you to buy their underlying stocks and bonds at a di…
January 12, 2022
13 Best Infrastructure Stocks for America's Big Building Spend
stocks to buy
13 Best Infrastructure Stocks for America's Big Building Spend
These 13 infrastructure stocks represent several themes that could enjoy a boost now that America's $1.2 trillion infrastructure bill has become law.
November 15, 2021
Mutual Fund Capital Gains Taxes Could Be a Handful
mutual funds
Mutual Fund Capital Gains Taxes Could Be a Handful
Investors in actively managed mutual funds could be facing significant capital gains distributions in 2021 ... and thus capital gains taxes.
November 8, 2021
Is Stagflation a Serious Market Risk?
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
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
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
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
Qualified Dividends vs. Ordinary Dividends
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
21 Best Stocks to Buy for the Rest of 2021
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
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
What Exactly Is a Short Squeeze?
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
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
5 Mortgage REITs for a Yield-Starved Market
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
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
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
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
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 Joe Biden Wins the Presidency
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