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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.

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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

Several trophies shown with confetti in the background symbolizing picks for Kiplinger's best stocks

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stocks to buy

The 22 Best Stocks to Buy for 2022

A chaotic past two years has taught investors to be ready for anything. Our 22 best stocks to buy for 2022 reflect several possible outcomes for the n…

December 9, 2021

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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.

November 22, 2021

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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

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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

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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.

November 2, 2021

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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.

November 2, 2021

Concept art of a meter pointing toward stagflation and away from inflation and deflation

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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

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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

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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

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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

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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

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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

A bull silhouette through smoke represents the idea of best stocks.

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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.

August 6, 2021

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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

A person aggressively squeezing an orange

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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

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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

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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

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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

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

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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

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

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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

Democratic presidential candidate Joe Biden

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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 White House in Washington DC - official residence of the President of the United States of America.

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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

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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

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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