Charles Sizemore



Jan 17, 2019
It’s OK if you’re worried about the stock market taking another spill. No one says you have to allocate your 401(k) to stocks. A money market or stable value fund is a perfectly fine option for now.


Dec 28, 2018
Just keep in mind that “investing” doesn’t have to mean “stocks.” And if you see solid opportunities outside of the market, don’t be afraid to pursue them.


Dec 20, 2018
Investors should consider alternative strategies as a way to diversify while not sacrificing returns.


Dec 14, 2018
Let’s go through a quick to-do list of moves you need to make in your 401(k) plan before the end of the year.


Nov 19, 2018
Value investing can be frustrating, but General Motors is worth a try. GM clearly is undervalued by most traditional metrics, and you’re being paid to wait while Wall Street figures that out. GM pays a 4.4% dividend, more than twice what the average S&P 500 company pays out right now.


Nov 12, 2018
The problem with value investing is that it doesn’t outperform every year… or even every decade. There are long stretches where value gets its butt kicked.


Nov 9, 2018
For most of the past five years, real estate stocks have traded at a discount. That kind of pricing won’t last forever.


Nov 2, 2018
Vastly more important to your long-term financial health are the tax breaks and employer matching.   

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