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 crashed...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 I...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 another...Read More
Americans who retire or change jobs face one of the most important questions of their financial lives: What to do with a 401k plan that might have ballooned to be a huge piece of their net worth after years of saving and employer matching. Excluding the value of any home equity, the 401k plan might very...Read More
