Lest I be accused of hero worship, I’ll spare readers another Warren Buffett lovefest article.  Yes, Buffett is a living legend, and yes, he is arguably the best investor of all time.  But these facts are nothing new, and there have already been more articles than I can count written about the man and his...Read More

Charles Sizemore was interviewed in a recent article by Reuters’ Lou Carlozo: Amid a burst housing bubble, worldwide jitters over government debt and the high-profile recklessness of some financial movers and shakers, markets in the U.S. and abroad have taken a beating… Risk today, in almost any form, is seen as the enemy by a...Read More

Taxes are like sandpaper that grinds down your returns over time, says Sizemore: Every dollar you pay in taxes today is a dollar that can't be invested for growth. There are also secondary benefits, such as protection from creditors. In most cases, assets held in a 401(k) or IRA are safe from creditors' claims.Read More

If you browsed the title of this article quickly, your eyes probably played a trick you.  Chances are good you saw “Western” instead of “Eastern.” It appears that the sentiment of moral decay in the West is a popular one.  Doing a Google search for “Decline of Western values” returned over 30 million hits.  Searching...Read More

Charles Sizemore gave his thoughts on actively-managed ETFs to Jane Wollman Rusoff in the October issue of Research Magazine.  Here are a few highlights from the article: That new kid on the block with the monogram “ETF” isn’t just passing through town — the exchange-traded fund is here to stay. And what’s been hyped for...Read More