By

Charles Lewis Sizemore, CFA
The following first appeared on Kiplinger. See also 10 Best Stocks to Buy If President Donald Trump Wins Re-Election. It’s still early, and a lot can happen between now and November. But over the past few months, former Vice President Joe Biden’s chances of becoming the next president of the United States have vastly improved....
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This is part one of a two-part article that originally appeared on Kiplinger. See also “10 Best Stocks to Buy If Joe Biden Wins the Presidency.” It’s best to leave your politics at the door when investing. No matter how much you like or dislike the man in the White House, presidential policies generally matter...
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The following article first appeared on Kiplinger. At some point in almost every investor’s life, they’ll be alerted to the fact that they’re collecting “qualified dividends.” That inevitably prompts the natural question: What are qualified dividends? Ultimately, the importance of this distinction has to do with how you’re taxed on your dividends. The tax rate on qualified dividends is...
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High dividend yields are seductive. They can also be a siren song for income investors who buy in, only to get crushed when the high yields prove to be a value trap. Of course, not all high yields are a warning sign, and I regularly recommend high-yielders. Oftentimes, though, a huge dividend is one that’s about...
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Around the office, people know me as the “income guy.” A large share of my investment research is geared toward generating money you can use now. Capital gains (aka rising stock prices) are ultimately outside of your control. Stocks tend to rise over time, or at least they have up until now. But you can’t make stock...
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