By

Charles Lewis Sizemore, CFA
I wrote a few months ago that the 60/40 portfolio is dead. “Dead” might have been a little harsh, but with bond yields as low as they are today and stocks close to hitting new all-time highs, a portfolio that is invested 60% in stocks and 40% in bonds isn’t likely to generate the kind of returns we’ve...
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This first appeared on Money & Markets. Retiring is a little like having children. If you wait for the right time, it will never happen. I say this as I have two children of my own with a third on the way shortly. The middle of a pandemic-related recession isn’t an ideal time to be...
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I mentioned earlier this week that Warren Buffett was on the hunt for investments again, dropping $10 billion on Dominion Energy’s pipeline assets. Well, Mr. Buffett was in the news again. MarketWatch reported he had fully 43% in a single stock — Apple (AAPL). There are a couple of caveats. To start, we’re talking about Berkshire...
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Well, it finally happened. Warren Buffett put some of his massive cash hoard to work. He spent nearly $10 billion buying Dominion Energy’s natural gas pipelines and storage assets. Berkshire Hathaway, Buffett’s holding company, agreed to a $4 billion purchase of Dominion’s natural gas assets. It took on another $5.7 billion in the company’s debt....
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Comedian and newspaper columnist Will Rogers had the stock market figured out a century ago: “If it don’t go up, don’t buy it.” Alas, not every stock is a winner. Some are going to bomb on you, and knowing when to take a loss on stocks is a critically important part of investing. Take a look...
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