Charles Lewis Sizemore, CFA
Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building alternative allocations with minimal correlation to the stock market.
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 and MarketWatch.
He 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, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
Charles lives with his wife Maria Jose and three children – Charles, Ian and Gabriela – and enjoys regularly traveling to his wife's native Peru.
Latest articles by Charles Lewis Sizemore, CFA
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The 5 Best BDC Stocks to Buy Now
dividend stocks Business development companies (BDCs) are a small but sky-high-yielding industry that effectively acts as private equity for the common investor.
By Charles Lewis Sizemore, CFA • Last updated
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The Best ETFs to Buy Now
Finding the best ETFs to buy in a high-inflation environment can seem like a tall task, but these five picks are a good place to start.
By Charles Lewis Sizemore, CFA • Published
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Gold Investing: What's Next After Recent Gold Price Highs?
gold If you're hesitant about gold investing simply because prices have run up so much already, here are a few points to consider.
By Charles Lewis Sizemore, CFA • Last updated
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The 10 Best Closed-End Funds (CEFs) to Buy Now
The best closed-end funds will significantly boost your portfolio income and allow you to buy their underlying stocks and bonds at a discount.
By Charles Lewis Sizemore, CFA • Published
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The 9 Best Monthly Dividend Stocks to Buy Right Now
Your bills come monthly. Why not your dividend checks? These are some of the best monthly dividend stocks for 2023 income planning.
By Charles Lewis Sizemore, CFA • Published
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Where to Find the Best Bond Market Deals
The bond market is starting to look interesting after a rough start to the year. Here's how to find the best opportunities based on your own investing goals.
By Charles Lewis Sizemore, CFA • Published
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Where to Put Safe Money Today
There are not many areas of the market that haven't lost ground this year, but investors could find respite in beaten-down bonds.
By Charles Lewis Sizemore, CFA • Last updated
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What the Midterms Mean for Stocks
The midterms will be held in early November and the election results could have implications for investors.
By Charles Lewis Sizemore, CFA • Last updated
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Do I Have to Pay Taxes on Gains From Stocks?
Becoming an Investor If you enjoyed stock market success in 2021, you might owe the IRS. Here's our quick, easy guide to paying taxes on your stock gains.
By Charles Lewis Sizemore, CFA • Last updated