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

Howard Marks Speaks: Where Does Passive Investing Go From Here?

Oaktree Capital’s (OAK) Howard Marks is one of my favorite investors. (Full disclosure: I also happen to be long OAK .) In his latest memo, ... Continue Reading →

All About Bitcoin

I joined David Hays last week to chat about Bitcoin:     This article first appeared on Sizemore Insights as All About Bitcoin Continue Reading →

Versatile Dividend Stocks You Can Own No Matter Your Age

The following is an excerpt from 5 Versatile Dividend Stocks No Matter Your Age: When you think of a “retirement” stock, certain things come to mind. ... Continue Reading →

General Motors Just Warming Up

The following is an excerpt from Best Stocks for 2017: General Motors Company (GM) Is Just Warming Up As we near the end of the ... Continue Reading →

You Can Be Right And Still Be A Moron

I stumbled across a really good quote from Dr. Daniel Crosby’s The Laws of Wealth that I may have printed and laminated into a wall-sized ... Continue Reading →

Book Review: High Returns from Low Risk

We all know that higher returns come at the cost of higher risk. This is one of the basic fundamentals of investing. But what if ... Continue Reading →