By

Charles Lewis Sizemore, CFA
Sizemore Capital’s Charles Sizemore was featured in a recent article by RIA Biz’s Cecily O’Connor on the role of social media in building an investment practice (see article): Meanwhile, social media, through networking sites like Covestor, is adding to the ways in which advisors can find and cultivate client relationships. Forrester Research recently cited social...
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Last week, I announced to the world what a momentously bad investment I had just made (see “I just made a horrible investment”). Yes, dear reader, I was dragged kicking and screaming against my will into homeownership by my wife and two-year-old son.  My days of enjoying my Saturday mornings as an urban yuppy, drinking...
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New York– February 29, 2012 – Charles Lewis Sizemore, CFA, editor of the Sizemore Investment Letter, will give his thoughts on using content to build a money management practice at Covestor’s Next Invest, a virtual conference taking place March 20 and 21. Covestor is an investment management company that enables individuals to mirror the transactions...
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The February 13 issue of Barron’s made a statement that caught my eye:  Americans are paying down their mortgages.  (See “Paying Down the Mortgage.”) 50% of all refinancings now result in smaller loans that the previous mortgage.  Rather than using their homes as a virtual ATM machine, extracting equity (if you have any) to meet...
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Barron’s ran a featured story by Kopin Tam in last weekend’s edition titled “Just Don’t Lose It” that was telling.  Tam pointed out that, even after the best January in well over a decade, investors weren’t embracing equities, and neither were their financial advisors.  Only 44 percent of financial advisors planned to increase their clients’...
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