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.

Visit Blog

Latest Articles

What Jack Bogle Left Behind

On Wednesday, we lost John “Jack” Bogle, the founder of the Vanguard mutual fund empire and the inventor of the modern index fund. He was 89. I doubt if there is a stock market in heaven. Something that evil and capable of producing human suffe...

401k Not Enough For You? Add This.

Before I get started, it’s time for my customary beginning-of-the-year nag. By the time you read this, you will have likely received your first paycheck of 2019. Take a minute to see how much of it you’ve diverted into your 401k plan. Are you ...

Today on Straight Talk Money…

I joined Chase Robertson and Peggy Tuck this morning on Straight Talk Money: This article first appeared on Sizemore Insights as Today on Straight Talk Money… ...

Don’t Expect Mean Reversion to Boost Your Returns

My poor groin… As I wrote a few months ago, I managed to pull my right groin muscle playing soccer with some of the hypercompetitive South American fathers from my son’s team. Well, with a little rest, it healed. Or so I thought. But while skiin...

What to Do Now If You’re Losing Sleep Over the Stock Market

The following is an excerpt from What to Do Now If You’re Losing Sleep Over the Stock Market, originally published by Kiplinger’s. As discussed ad nauseam in the financial press and in mutual fund literature, stocks “always” rise over the lo...