Alternative Investments

Look beyond the 60/40 stock/bond portfolio.

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As Seen on CNBC

See our latest appearances in the financial media.

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Investing for Income

In an uncertain market where capital gains can be fleeting, dividends can be a reliable source of returns.

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Latest from Sizemore Insights

October 2017 Letter to Investors

October was a reminder for us of why it’s important to diversify. Apple (AAPL) had a fantastic quarter on expectations of strong iPhone sales, and ... Continue Reading →

How to Use Your 401k in Your 50s and 60s

The following is an excerpt from How to Use Your 401k in Your 50s and 60s: If you’re like most working Americans, chances are good that ... Continue Reading →

Would You Take Warren Buffett’s Bet?

Tadas Viskanta, editor of the must-read Absolute Returns blog, asked the following question: “Let’s say Warren Buffett re-ups his famous decade-long bet. (He’s not.) He ... Continue Reading →

Video: Walmart Puts Pressure on Amazon

Should Wal-Mart have used cash pile to take on Amazon? from CNBC. I joined CNBC this evening to discuss Walmart’s (WMT) investor day… and how ... Continue Reading →

September 2017 Letter to Investors

September was a solid month for the Dividend Growth portfolio, as it retuned 1.02% for the month. This underperformed the 1.93% return for the S&P ... Continue Reading →

On Straight Talk Money: Is It 1997 All Over Again?

I joined Chase Robertson and Peggy Tuck yesterday on Straight Talk Money. First on the agenda, we discuss the market’s current valuation. It’s starting to ... Continue Reading →