Charles Sizemore

262 posts

Sizemore Capital Management LLC is a registered investment advisory firm located in Dallas, Texas.Charles Lewis Sizemore, CFA is the founder and Chief Investment Officer of the firm.

There's scant evidence rising prices are embedded in the US economy

The Fed may have nailed its transitory inflation diagnosis

Real estate investments may be a smart portfolio inflation hedge

REITs: Your guide to a top income asset

Home prices are soaring while inventory is sinking

Is the housing market too bubbly?

Why keeping your portfolio on its planned flight path matters

Keep your investment plan pointing in the right direction

In 2021, you can contribute $19,500 to a 401(k) plan

Why you should max out on your 401(k) plan

With the arrival of tax season, here's what you need to know

A quick tax guide for stock gains

This risky strategy has limited upside and unlimited downside

A short squeeze explained

If your health is good, waiting until 70 may be the best option

Retirement Strategies

When to take social security benefits

Stocks might be in for a rough ride if history is any judge

Outlook Retirement

Sizing up election-year selloff risk

Congress wields more power than the presidency over pot stocks

Outlook Strategies

Which candidate is better for marijuana stocks?

Knowing the difference can help you plan ahead

Retirement Strategies

A user’s guide to qualified and ordinary dividends

Trading strategy variety helps optimize returns and manage risk

Retirement Strategies

How diversification works