Note from Charles: My good friend Ari Rastegar wrote a really nice piece on getting the most out of your most valuable asset: yourself. It’s a good read, and something to get you energized for the week ahead. Hope you enjoy it! –CLS Success as an entrepreneur or business pro depends upon identifying and attending...Read More
My financial practice is an interesting creation of the internet era. I don’t do a lot of face-to-face networking, and I very rarely host dinners or live events. It’s not that I’m against doing these things but rather than they are expensive and time consuming, and I’m not very good at them. If these things were...Read More
After looking dull for years, gold is finally sparkling again. With the market in convulsions and Fed Chair Janet Yellen broaching the possibility of negative interest rates, the yellow metal is up about 17% in 2016. Hey, I get it. People are scared. And justifiably so. Frankly, I’m a little scared about where all of this...Read More
I gave my thoughts to Kyle Woodley for a recent article he wrote for US News and World Reports. Here is an excerpt: Dividend stocks are the bedrock for any long-term portfolio. That’s not news. If you’ve spent 30 minutes on any financial media website or Investing 101 primer, someone somewhere has assuredly told you that...Read More
I tend to run a fairly concentrated portfolio at Sizemore Capital. My Dividend Growth portfolio – which is an income-focused long-only strategy – will generally have between 20 and 30 stocks at any given time. There is no particular “science” that goes into this number. It isn’t a magic number, and I haven’t run studies to...Read More
