Why I Prefer Dividends

  The biggest source of fresh cash in American equities isn’t speculators or exchange-traded funds — it’s companies buying their own stock, by a 6-to-1 margin.  —Bloomberg News, March 2015   There’s been a lot of chatter about stock buybacks the past few years. Some people believe share repurchases are propping up the market; others…

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Apple STILL so cheap, it’s actually ridiculous…

I wrote earlier this year that Apple is so cheap, it’s actually ridiculous. I still feel that way, and after a lousy start to the year, the market seems to be coming around to my view. Apple (AAPL) shares have enjoyed a nice rally of late, and I expect a lot more to come. Excluding the oil […]

This article first appeared on Sizemore Insights as Apple STILL so cheap, it’s actually ridiculous…

The Bond King Speaks

Barron’s did an interview with Bond King Bill Gross in this weekend’s issue (see “Why Interest Rates Must Rise.”) While I find his incessant Fed bashing to be tiresome, Gross is still a living legend, and I take his views on market seriously. Here are a few nuggets from the interview I liked. On running […]

This article first appeared on Sizemore Insights as The Bond King Speaks

An Hour with XMSR’s Pete Dominick…

I spend an hour discussing all sorts of really fascinating topics with Pete Dominick; its satellite, so there is the occasionally NSFW word here and there.   Fiduciary standards, retirement accounts, and why things are looking better   Why a modern 2 party system requires 2 scientific literate rational parties (we don’t have that)  

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Smart Things People Do To Increase Their Tax Refund

William Sweet, CFP®, is an Investment Advisor at Ritholtz Wealth Management. Bill has spent much of his career minimizing the impact of income taxes on investment returns. He served on active duty in the US Army as an Armor Officer for six years and was awarded the Bronze Star for valorous action in combat in 2003 during Operation…

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DoL Fiduciary Rules Released

The new rules are here, and if you believe the devil is in the details, well, here are the details: • Fact Sheet: Middle Class Economics: Strengthening Retirement Security by Cracking Down on Conflicts of Interest in Retirement Savings • FAQs: Conflicts of Interest Rulemaking • Table: Changes from DEPARTMENT OF LABOR’S 2015 Conflict of Ineterest…

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Here Comes New Fiduciary Rules!

Here’s a question: Is the broker who advises you on your retirement account on your side? The answer is at the heart of the debate over the proposedDepartment of Labor fiduciary rules. Applying a fiduciary standard means the broker must put his customer’s interests ahead of his own. This is different from now, when nothing…

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All About Penny Stocks

I gave my thoughts on penny stocks to InvestorPlace’s John Divine for a piece he wrote for US News and World Reports: “Penny stocks generally trade in the wild, wild West of the over-the-counter market, which means that their reporting requirements tend to be minimal,” said Charles Sizemore, a portfolio manager on Covestor and chief […]

This article first appeared on Sizemore Insights as All About Penny Stocks

The Golden Age of Astrophysics

Source: Hubble Space Telescope h/t NY Mag     Did you catch yesterday’s early morning penumbral lunar eclipse? Don’t worry if you missed it, there is another one coming Sept. 16 at precisely 18:55:27. We know this information to the second because: a) the state of the art in astrophysics is so advanced as to…

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An Investor’s Income Tax Checklist

William Sweet, CFP®, is an Investment Advisor at Ritholtz Wealth Management. Bill has spent much of his career minimizing the impact of income taxes on investment returns. He served on active duty in the US Army as an Armor Officer for six years and was awarded the Bronze Star for valorous action in combat in 2003 during Operation…

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Inverting Wall Street’s Research Business Model

      Over the past few weeks, I have been highlighting all of the blog redesigns we have been rolling out in the office. If you are here reading this, you are already familiar with The Big Picture, and probably know Josh’s Reformed Broker. Ben, Josh, Mike, Tony as well as this site have all received…

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