Sizemore Insights

By Charles Lewis Sizemore, CFA
The following first appeared on Money & Markets. It’s rough out there. With much of America still closed due to the COVID-19 pandemic, the unemployment rate is the highest it’s been since the Great Depression. But even many Americans that still have jobs are seeing pay and benefit cuts. 401k matching is often one of the...
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The following first appeared on Money & Markets. I don’t normally like to hear the word “halving” associated with one of my investments. If your investment gets halved, you had better hope that there was a stock split. Otherwise, something went terribly wrong. Of course, “halving” means something very different for Bitcoin and other cryptocurrencies. In case you missed...
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The following first appeared on Money & Markets. If you’re like most small business owners, your main focus is simply getting business in the door. And with business conditions still extremely difficult in the post-coronavirus world, many small business owners are struggling to keep the lights on. But if your business is stable and cash flowing,...
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The following first appeared on Money & Markets. Having the Fed funds rate back near zero is fantastic if you’re a borrower. It’s not so great if you’re an investor looking for income. T-bills, savings accounts and money market funds all yield essentially zero, and it’s hard to find CDs yielding more than about 1.5%. It is still...
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The following first appeared on Money & Markets. Last week, I wrote that the 60/40 portfolio is dead. So, it’s only fair to ask: If I believe that the bedrock of American retirement is toast … how do I invest my money? Before I jump into it, I have to throw out the usual caveats. Just...
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