Barron’s did an interview with Bond King Bill Gross in this weekend’s issue (see “Why Interest Rates Must Rise.”) While I find his incessant Fed bashing to be tiresome, Gross is still a living legend, and I take his views on market seriously. Here are a few nuggets from the interview I liked. On running...Read More

I sat down with Rastegar Capital’s Darren Manzari and Ari Rastegar to talk about how investments in stocks and commercial real estate complement each other.Read More

First-quarter 401(k) account statements will be arriving in mail boxes in a few short weeks. When they do, a lot of Americans will wonder why they even bothered contributing. For all of the day-to-day noise, the market is going to finish the quarter pretty much where it started. And to think, the market hasn’t even...Read More

I gave my thoughts to InvestorPlace’s Kyle Woodley for a piece he wrote on Facebook’s (FB) Oculus. Here’s an excerpt: Charles Sizemore, portfolio manager on Covestor and chief investment officer at Sizemore Capital Management, a registered investment advisor in Dallas, is among those who think virtual reality will stall again. “Gamers might embrace it, but...Read More

Tadas Viskanta at Abnormal Returns posted an interesting piece on the rise of robo-advisors: Peak Robo-Advisor? Tadas asked his fellow financial bloggers to chime in on the robo revolution, and I shared my thoughts below: Q: Venture capital has likely dried up for stand-alone robo-advisors. If so, where does the business of rob-advising go? Or said...Read More