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

Monthly Dividend Stocks to Pay Your Bills

The following is an excerpt from 7 Monthly Dividend Stocks to Pay Your Bills. I’m a big fan of monthly dividend stocks. Modern life is built ... Continue Reading →

Video: Does Amazon Have a Rival Suitor for Whole Foods?

Could Amazon’s (AMZN) plans to buy Whole Foods Market (WFM) be thwarted by a rival suitor? I shared my thoughts with CNBC’s Dan Murphy. This ... Continue Reading →

I (Sort Of) Predicted the Amazon – Whole Foods Merger

By now, Amazon.com’s (AMZN) purchase of Whole Foods Market (WFM) is old news. I’d love to tell you that I expected this merger to happen… ... Continue Reading →

Where to Look for 6%-Plus Yields

The following is an excerpt from 9 Dividend Stocks to Buy for 6%-Plus Yields. Dividend plays with seriously high yields aren’t particularly easy to come ... Continue Reading →

10 Best Dividend Stocks for the Market’s 10 Sectors

The following is an excerpt from 10 Best Dividend Stocks for the Market’s 10 Sectors. I’ve been a big believer in piling money into the ... Continue Reading →

How To Scew Up Your 401k Plan

The following is an excerpt from 5 Ways to Screw Up Your 401k There are all sorts of creative tax loopholes out there for savvy ... Continue Reading →