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.

15 Best Infrastructure Stocks for Biden's American Jobs Plan
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stocks to buy

15 Best Infrastructure Stocks for Biden's American Jobs Plan

The Biden administration's focus has shifted to infrastructure with the American Jobs Plan. These 15 infrastructure stocks represent several themes th…
April 14, 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 1, 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?
A man demanding money
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 21 Best Stocks to Buy for 2021
A man pushing the "0" off a cliff to reveal the year 2021.
Kiplinger's Investing Outlook

The 21 Best Stocks to Buy for 2021

Call it a comeback. Many of the best stocks to buy for 2021 are heavily tied to economic recovery prospects as the world fights back against COVID-19.
March 1, 2021
What Exactly Is a Short Squeeze?
A person aggressively squeezing an orange
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.
February 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

Joe Biden has been sworn in as America's 46th president. These are 20 of the best stocks to own under the new administration.
January 20, 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
11 Best Monthly Dividend Stocks and Funds for 2021
Stacks of dollar bills
Kiplinger's Investing Outlook

11 Best Monthly Dividend Stocks and Funds for 2021

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.
December 7, 2020
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
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.
September 16, 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
A Conversation with a Short Seller
Markets

A Conversation with a Short Seller

Short seller David Tice, new CIO of AdvisorShares Ranger Equity Bear ETF (HDGE), discusses short opportunities in a post-COVID world.
August 18, 2020
Gold Investing: What's Next After New Highs?
gold

Gold Investing: What's Next After New Highs?

If you're hesitant about gold investing simply because prices have run up so much already, here are a few points to consider.
July 27, 2020
20 of Wall Street’s Newest Dividend Stocks
A person holding a plant sproutling
dividend stocks

20 of Wall Street’s Newest Dividend Stocks

Many companies have cut or killed their cash distributions in 2020, but these new dividend stocks have either started or kept up freshly initiated pay…
July 24, 2020
5 EV Stocks Every Investor Should Know
image
tech stocks

5 EV Stocks Every Investor Should Know

Investors have only a few pure-play EV stocks to choose from, but they should all be familiar with these electric-vehicle companies.
July 20, 2020
11 Emerging-Markets Stocks Showing Signs of Life
Foreign Stocks & Emerging Markets

11 Emerging-Markets Stocks Showing Signs of Life

Emerging-markets stocks have broadly struggled in 2020, but like their U.S. counterparts, they're showing plenty of heart now.
June 23, 2020
15 Great Retirement Stocks to Buy at Reasonable Prices
A pair of retirees
stocks

15 Great Retirement Stocks to Buy at Reasonable Prices

These retirement stocks are no longer once-in-a-lifetime buys, but they still trade at decent prices while offering up much-better-than-average income…
June 8, 2020
20 Best Stocks to Buy for the Next Bull Market
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stocks

20 Best Stocks to Buy for the Next Bull Market

The stock market isn't out of the woods yet, but it's getting late in the game for defense. These are 20 of the best stocks to buy now as you prepare …
May 22, 2020
Bitcoin Halving: What Does It Mean for Investors?
Bitcoin on motherboard,3d rendering,conceptual image.
investing

Bitcoin Halving: What Does It Mean for Investors?

'Mining' for this cryptocurrency just became a lot more expensive
May 15, 2020