By

Charles Lewis Sizemore, CFA
If it ain’t broke, don’t fix it. That was the approach I took this past month. Apart from some modest rebalancing, I made no major portfolio changes. And barring any expected new opportunities, I’m not expecting to make many major changes between now and year end. Frankly, we are already well allocated to the sectors...
Read More
Today on Straight Talk Money, Peggy Tuck and I dig into the new tax bill and talk about the latest in the Bitcoin bubble.      
Read More
The following first appeared on InvestorPlace.com as The 10 Best ETFs to Buy for Yield-Starved Investors  Call it the tyranny of choice, but investors looking for income via dividend exchange-traded funds have almost too many options to choose from these days. A simple screen returns nearly 200 dividend-focused ETFs. But in a list that long, how do go...
Read More
The following first appeared on Kiplingers.com as 7 Monthly Dividend Stocks for Income You Can Count On Cash management can be one of the biggest challenges in retirement. Your bills – everything from your mobile phone service to your rent or house payment – come on a monthly cycle. When you work, and get paid...
Read More
I joined Peggy Tuck Wednesday on Straight Talk Money. The topic of conversation? Bitcoin, of course. The crypto currency has gone parabolic, which raises the question: How high can it go?   In the next segment, I reminisce about the last time I got wrapped up in a bubble… I was 10, and it was...
Read More
1 40 41 42 43 44 195