Charles Sizemore

Mar 6, 2020
After February’s turmoil, many closed-end funds are on sale again and offer dividend yields of 7% or more.

Feb 20, 2020
Again, this isn’t something you’d want to try alone. You really need a professional actuary to verify the numbers lest you get yourself into a real tax mess.

Jan 3, 2020
When looking at low-priced stocks, how can you tell the difference between solid value stocks and the dreaded value traps?

Dec 22, 2019
Energy Transfer’s share price is nearly 40% below its post-oil bust highs and is trading at levels last seen in 2013.

Dec 19, 2019
The typical American’s life tends to be organized around monthly payments, yet somehow, monthly dividend stocks are the exception, not the norm.

Oct 11, 2019
No one bothers to do actual stock research anymore. Passive index investors buy stocks based on their market caps and nothing else. Valuation, earnings quality, forward projections… none of these things matter.

Sep 20, 2019
If you’re on track to max out your 401(k) this year, congratulations! You’re building your next egg while sticking it to the tax man. Pat yourself on the back!

Sep 5, 2019
If you religiously max out your 401(k) plan every year (currently $19,000 per year or $25,000 for those 50 or older), it will likely grow to become your single largest financial asset.

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