Posts From Charles Sizemore

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Investing

Not Quite a Stock… Not Quite a Bond

Stock prices are expensive by just about any traditional metric you want to use (and have been for years), yet prices keep edging higher. And it’s doing this in the

Retirement

A Look Inside My Retirement Plan

Editor’s note: Over the next few weeks, we’re going to do something a little different. We’re going to make things personal… and give you an inside look at our Editors

Retirement

401(k) Investing Grandma Would be Proud Of

Earlier this month, I did my best impression of a grumpy old man, letting my glasses slide down my nose while I shook a rolled-up newspaper in your general direction.

Investing

They’re Called Stop Losses for a Reason!

I’ve been making a lot of adjustments to stop losses lately in my Peak Income service as a way of locking in some of our hard-fought gains. Recently I took

Retirement

A Grumpy Old Man’s Guide to 401(k) Investing

Perhaps I’ve been spending too much time with my young kids, but I’ve gotten quite good at wagging my finger and speaking in a stern, fatherly voice. I love my

Investing

The Year of Unexpected Shocks

I’ve spent a lot of time staring at my monitors this year and scratching my head, dumbfounded. Harry calls it a “market on crack.” I’m not sure what words I

Investing

How to Make 9.4% Yield in Today’s Market

Earlier this month, I wrote that tax-free closed-end bond funds were ripe for the picking, and this is still the case today. In my income-driven newsletter Peak Income, we currently

Investing

Searching for Value in the REIT Rubble

Leave it to the stock market to do the exact opposite of what you expect it to do. Following Donald Trump’s surprise win, stocks have spent the past three weeks

Investing

Closed-End Bond Funds are Ripe for the Picking

You really can’t beat getting a dollar for 90 cents. Unless, of course, you manage to find one for 85 cents. While deals like that really shouldn’t exist in the

Economy

Life’s Too Short to Lose Your Head in a Walmart Parking Lot at 3 A.M.

I like saving money. A lot. In fact, I’m a cheapskate and actually take pride in my stinginess. But you won’t see me fighting the crowds on Black Friday. Not