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Charles Lewis Sizemore

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Indexed articles, last 90 days
3
Latest publication
Sep 17, 2026
Outlet visibility, for Kiplinger
Top 100K sites
Earliest in this view
Jul 16, 2026

Latest articles

  1. Article · Sep 17, 2026 · Charles Lewis Sizemore, CFA

    What the SEC's Shift on Shareholder Proposals Means for You as an Investor (opens the original)

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    If you own individual stocks, you've probably seen a shareholder proposal or two buried in a company's proxy statement. It might have requested a report on greenhouse gas emissions, a vote on executive pay or a push for more board diversity. Some might seem serious. Others might seem frivolous or overly political. But whatever the pet issue, it mattered to someone, and it ended up on the proxy materials. For decades, the Securities and Exchange Commission (SEC) played referee in deciding which o

  2. Article · Aug 30, 2026 · Charles Lewis Sizemore, CFA

    Beating Inflation: How Investors Can Protect Long-Term Portfolio Returns Against Rising Costs (opens the original)

    Excerpt · English

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    Inflation has been running hot for more than five years. We know how this affects our grocery bills. We get an ugly reminder of that every week. But how does it impact our long-term investment returns? Become a smarter, better informed investor. Subscribe from just $107.88 $24.99, plus get up to 4 Special Issues Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail. Profit and prosper with the best of expert advice

  3. Article · Jul 16, 2026 · Charles Lewis Sizemore, CFA

    The Best Ways to Invest Your Super Catch-Up Contributions (opens the original)

    Excerpt · Neutral tone · English

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    Americans 50 and older have long been allowed "catch-up contributions" to their 401(k) plans, IRAs and other retirement accounts. The reason is straightforward: As the runway to retirement gets shorter, Uncle Sam wanted to incentivize as much saving as possible. But under the 2022 Secure 2.0 Act, Congress allowed for additional "super" catch-up contributions for Americans age 60 to 63. Today, we're going to cover how these enhanced super catch-ups work and the best ways to invest them in 2026. B

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