Archive by Author

On Straight Talk Money: Getting Your Will and Testament in Order

I joined Chase Robertson and Peggy Tuck yesterday on Straight Talk Money to chat about the importance of having a proper estate plan. It’s not just for wealthy people. Even ordinary Americans with modest nest eggs need to make sure their affairs are in order. Listen to the audio here:       This article […]

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On CNBC: Explosive Growth in Chinese Parcel Delivery

Parcels delivered figure in ZTO express earnings stands out: CIO from CNBC. I joined CNBC last night to chat about ZTO Express (ZTO) earnings. Emerging markets have had a really rough time over the past few years, due to weak demand from The US and Europe, slower growth in China, weak commodity prices, the threat […]

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On Straight Talk Money: The Solar Eclipse, Recent Portfolio Moves, and More!

I joined Chase Robertson and Peggy Tuck this morning on Straight Talk Money. Fist on the agenda is, of course, the solar eclipse this afternoon. We also touch on the recent opening of Saudi stock market and one some recent moves in the White House.    In the next segment, I go over some recent […]

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Investments Best Held in an IRA

The following is an excerpt from 10 Investments You Should Hold in an IRA Whether you want him to be or not, Uncle Sam is one of your most important partners in your retirement planning. The taxes you pay have a major impact on your effective returns … and in some cases might make the […]

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I Deleted Twitter From My Phone Today…

I deleted the Twitter app from my phone this morning. This isn’t a political statement and has nothing to do with the constant spew of pro- and anti-Trump bile that seems to dominate social media these days. (Ok, I can’t say it has nothing to do with it, but let’s just say the political rants […]

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What’s Warren Buffett Buying?

The following is an excerpt from 5 Stocks With the Warren Buffett Seal of Approval. It’s that time of year again. 45 days after the end of the quarter, large, institutional money managers like Warren Buffett are required to disclose their portfolio holdings to the SEC via form 13F. This gives ordinary investors like you […]

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The Beauty of the Side Hustle

I joined Chase Robertson and Peggy Tuck on Straight Talk Money to chat about, among other things, the benefit of having a side hustle:         This article first appeared on Sizemore Insights as The Beauty of the Side Hustle

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Why Dividends Matter: Prospect Capital

For a very clear example of why dividends matter, consider the case of Prospect Capital (PSEC). I first purchased Prospect in late 2014, believing it to be cheap at the time and that the risk of a dividend cut was overstated. Well, it turns out I was wrong about the dividend. Shortly after I bought […]

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Latin American Birthrates Falling Off a Cliff

Here’s a fun fact that will probably blow your mind: The average Brazilian, Colombian and Mexican woman will have 1.8, 1.9 and 2.2 children, respectively, over the course of her life. That’s no higher than the average American woman, who has 1.8 children over the course of her life, and — in the case of […]

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My Son is Destined to Become a Hedge Fund Manager…

    My oldest son, Charles, is seven years old and still has only a nebulous idea of what I do professionally. He knows I “go to an office to make money” and that this involves staring at a set of monitors all day. But he has no real clue as to what I’m actually […]

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