Sizemore Insights

By Charles Lewis Sizemore, CFA
The following first appeared on Kiplingers.com as The 15 Best REITs for Retirement Income Few asset classes are better suited to retirement portfolios than real estate. If managed sensibly, a portfolio of real estate investment trusts (REITs) can provide a steady stream of retirement income that will last a lifetime. To start, REITs are incentivized by...
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I joined CNBC’s Oriel Morrison to chat about some of the best investment destinations for the final weeks of 2017:   Is it time to look at midstream oil and gas pipelines? from CNBC.   
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October was a reminder for us of why it’s important to diversify. Apple (AAPL) had a fantastic quarter on expectations of strong iPhone sales, and as I write this, the company is within striking distance of being the first trillion-dollar company by market cap. I’ve been expecting this for a long time, and it’s nice to...
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The following is an excerpt from How to Use Your 401k in Your 50s and 60s: If you’re like most working Americans, chances are good that you’ve had access to a workplace retirement plan such as a 401k for decades. Hopefully, you’ve been faithfully contributing over the years and, by now, you have a decent-sized, tax-deferred nest...
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Tadas Viskanta, editor of the must-read Absolute Returns blog, asked the following question: “Let’s say Warren Buffett re-ups his famous decade-long bet. (He’s not.) He takes the S&P 500. What would you take (and why)?” There were several really insightful answers (which you can read here). But the consensus seemed to be that the S&P 500...
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