Posts From Charles Sizemore

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Retirement

How My Friend Retired at Age 40

I very rarely smoke cigars anymore, but one of the benefits – I would go so far as to call it a health benefit – is that smoking a cigar

Economy

Making Money with a Mexican Coke Dealer

From Harry Dent: We recently wrapped up our March edition of Boom & Bust and I’ve no doubt it’s going to create a stir. I discuss the controversial immigration issue and

Investing

Searching for Income in a Market That Yields Next to Nothing: It Can Be Done!

I follow income stocks pretty religiously, though I’ll admit it’s been a while since I’ve looked at tobacco stocks, which are some of the most consistent and well-known dividend payers

Demographic Trends

From “King of the Hill” to Wall Street

When I usually tell people the story about how I became a financial analyst, working alongside Harry Dent, one of the most respected economists in the world, I sometimes have

Retirement

Flipping the Most Common Question in Retirement Planning On Its Head

The most common question I see in retirement planning is: What size nest egg do you need to quit working? Or, what’s your retirement “number?” It sounds like a reasonable

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