Charles Sizemore

Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, and the Editor of Dent 401k Advisor. Charles is a frequent guest on CNBC, Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes, GuruFocus, MarketWatch and InvestorPlace.com. Charles is the co-author of Boom or Bust: Understanding and Profiting from a Changing Consumer Economy (iUniverse, 2008); and worked alongside best-selling financial author and economic strategist Harry S. Dent, Jr. in creating original research on the effects of changing global demographics on asset returns and economic growth. Charles holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas.

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Retirement Ain’t Cheap

Your monthly expenses fall once you retire. Or at least they’re supposed to. But what if they don’t? Standard financial planning assumes that your expenses in retirement will be 70% to 80% of your expenses during your final working years. But a ...

How to Generate 40%-Plus Effective Returns

Let me stop you right here. I’m not going to share with you some “can’t lose” market timing or trading system. Instead, I want to share with you what I reminded my Peak Income readers of last week about their 401k. If you take it seriously...

Investing Tips From the Greatest Hitter Who Ever Lived

A few weeks ago, I wrote about the NFL lineman who was giving his teammates a lesson in compound interest. Today I want to talk about another sport: baseball. This wasn’t the best year for my hometown Texas Rangers, though I’m happy to see my fe...

Why You Shouldn’t Put ALL Your Money into an Index Fund

Cliff Asness doesn’t have the name recognition of a Warren Buffett or a Carl Icahn. But among “quant” investors, his words carry a lot more weight. Asness is the billionaire co-founder of AQR Capital Management and a pioneer in liquid alternat...

Best ETFs for 2018: This Isn’t the Year for Emerging Markets (DVYE)

The following is an excerpt from Best ETFs for 2018: This Isn’t the Year for Emerging Markets (DVYE). Well, I should probably start this by mentioning that I no longer personally own the ETF I recommended in InvestorPlace’s Best ETFs for 2018 co...