Articles By This Author

The Comey Memo – Highlights from the week

Highlights from a series of interviews last week. The Comey memo and the appointment of a special counsel both front and center for investors  

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Tug of War – Investors Caught in the Middle

By David Nelson, CFA Investors seem to have stumbled into the middle of a good old fashioned Tug of War. On one side strong corporate earnings, sales and margins look to push stocks higher. On the other is a paralyzed Washington as both sides of the aisle believe the only thing that matters is I […]

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Common Sense Investing for Retirement

By David Nelson, CFA Probably the most important word I’ll use this morning is consistency. Regardless of age having a plan and sticking to it is the best advice any financial professional can give. Mutual funds often get a bad rap and even today some talk about a bubble in index funds. It doesn’t matter […]

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Can The Hammer Save Oil Bulls?

By David Nelson, CFA Healthcare and the French Elections topped the Wall of Worry list for the last several weeks. As of this writing a Macron win seems all but certain with early exit polls giving him 65% of the vote. Here in the states Healthcare is once again center stage as a partisan Congress […]

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Breaking up is hard to do – Banks & Glass Steagall

David joins the discussion on Yahoo TV. Is it time to break up the big banks…

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United CEO on Capital Hill – Time for a little common sense

David says it is time for a little common sense at the airlines. Fixing the problem is easier than you think.

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Sell in May? – The CNBC Interview

David joins the CNBC team to discuss the old Trader’s Almanac rule to Sell in May and Go Away. Does it still work? Watch and find out.

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What CEOs Will Do With the Trump Tax Cut – The Answer Isn’t What You Think

By David Nelson, CFA After a 6 week slide from the all-time intraday high of 2400, the S&P 500 (SPY) rallied in the final two weeks of April hoping to retake the high ground. The tug of war between valuation, politics and macro concerns vs. a relatively strong earnings season rages on. While the CBOE […]

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