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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… but that might be stretching the truth a little. Though back in October of last year, I did tell Newsmax TV that I expected to see Amazon make a major […]

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Sizemore Insights Makes the List of Top 100 Financial Advisor Blogs

Sizemore Insights made Feedspot’s list of Top 100 Financial Advisor Blogs and Websites, coming in at #44. The blogs were ranked based on Google reputation and Google search rankings, influence and popularity in social media, quality and consistency of posts and and editorial review by Feedspot’s editorial team. My thanks to Feedspot’s editorial team, and […]

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Searching for Dividends in the Retail Sector

I gave my thoughts on the retail sector to Reuters’ Caroline Valetkevitch. Here is an excerpt of the article: Some of the best deals at big retailers like Macy’s, Staples and Gap are not in their stores but on the stock market: their dividends are through the roof. After a Wall Street selloff hit shares of […]

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Lessons Learned From Prince’s Untimely Death

I gave my thoughts to Kiplinger’s Stacy Rapacon on lessons we can learn from the unfortunate passing of Prince. The music legend apparently passed away without a proper estate plan. Or if he had an estate plan, no one knows where it is… which is just as bad. See below: Keep a copy of your […]

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Will Oculus Propel Facebook Higher?

I gave my thoughts to InvestorPlace’s Kyle Woodley for a piece he wrote on Facebook’s (FB) Oculus. Here’s an excerpt: Charles Sizemore, portfolio manager on Covestor and chief investment officer at Sizemore Capital Management, a registered investment advisor in Dallas, is among those who think virtual reality will stall again. “Gamers might embrace it, but […]

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On WSJ Voices: Picking the Right Estate Attorney

The Wall Street Journal’s Voices column picked up my comments on choosing the right estate attorney. You can read the full article here (subscription to the WSJ may be required), and an excerpt follows below. Enjoy! Many people think estate planning is mostly about having the right papers in place, but it’s really bigger than that. […]

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