Sizemore Insights

By Charles Lewis Sizemore, CFA
The Federal Reserve has spoken, and it’s all pefectly clear now. Ok, I sincerely hope you realize that I’m joking. Janet Yellen gave us no real insight in her statement this week as to what comes next. We’re left to assume a rate hike will be coming before year end, but Yellen insisted in her comments that,...
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This year has proven to be a rough one for dividend stocks. With the Fed’s rate hike looming and with bond yields rocketing higher, traditionally high-yielding sectors like REITs and utilities have taken an absolute pounding. The REIT sector, as represented by the Vanguard REIT ETF (VNQ), is down more than 13% from its January highs...
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An old friend wrote in with a question I thought I’d share. It’s a question asked by countless small business owners trying to navigate the complicated world of individual and family health insurance plans: We’ve typically used high-deductible plans linked to a health savings account (“HSA”) plan in order to keep our monthly costs down and...
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If you cannot view the embedded video, follow this link. I joined CNBC’s Capital Connection last night to talk about the changing of the guard at Twitter (TWTR). Dick Costolo is out, and co-founder Jack Dorsey is back in as Twitter CEO. Is this Dorsey’s “Steve Jobs moment?” Well, maybe. Like Dorsey, Jobs was forced out...
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My open letter prodding Google (GOOGL) to pay a dividend led to a lively debate on Bloomberg TV: If you cannot view the embedded video, follow this link.
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