Sizemore Insights

By Charles Lewis Sizemore, CFA
Your monthly expenses fall once you retire. Or at least they’re supposed to. But what if they don’t? Standard financial planning assumes that your expenses in retirement will be 70% to 80% of your expenses during your final working years. But a recent study by MoneyComb and Duke University suggests that the real number can be...
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A few weeks ago, I wrote about the NFL lineman who was giving his teammates a lesson in compound interest. Today I want to talk about another sport: baseball. This was one of the few sports wherein I acquire pointsbet nj promo code and place my bets on my favourite players. This wasn’t the best year...
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Cliff Asness doesn’t have the name recognition of a Warren Buffett or a Carl Icahn. But among “quant” investors, his words carry a lot more weight. Asness is the billionaire co-founder of AQR Capital Management and a pioneer in liquid alternatives. For all of us looking to build that proverbial better mouse trap, Asness is our...
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The following is an excerpt from Best ETFs for 2018: This Isn’t the Year for Emerging Markets (DVYE). Well, I should probably start this by mentioning that I no longer personally own the ETF I recommended in InvestorPlace’s Best ETFs for 2018 contest. I recently sold my shares of the iShares Emerging Markets Dividend ETF (DVYE)....
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The following is an excerpt from Best Stocks for 2018: Enterprise Products Is a Keeper. A 14% return is nothing to be ashamed of in a year where the S&P 500 is up only 8%. Yet it looks awfully meager when my competition in the Best Stocks contest is up 144%. As I write, my submission...
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