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.

The 15 Best Stocks for the Rest of 2022
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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
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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)
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.
May 5, 2022
Buy the Dip in EV Stocks? Here Are 7 to Consider
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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?
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cryptocurrency

Now You Can Own Bitcoin in 401(k)s. Should You?

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African Stocks: Investing in the Last Great Emerging Market

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dividend stocks

Dividend Dates: A Beginner's Guide

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5 Best BDCs to Ride Out a Risky 2022
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dividend stocks

5 Best BDCs to Ride Out a Risky 2022

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The 10 Best Closed-End Funds (CEFs) for 2022
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The 10 Best Closed-End Funds (CEFs) for 2022

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September 3, 2021
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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
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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.
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How to Go to Cash
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How to Go to Cash

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What Exactly Is a Short Squeeze?
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What Exactly Is a Short Squeeze?

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20 Best Stocks to Buy for the Joe Biden Presidency
President Joe Biden
stocks to buy

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5 Mortgage REITs for a Yield-Starved Market
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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
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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.
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stocks to buy

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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.
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