Senate Misses Low Hanging Fruit on Tax Reform

David joins Trish Regan to weigh in on the Senate press conference regarding tax reform legislation.

Read More

The Swamp is Alive – Tax Reform & Special Interests

Frank discussion with Fox Business News anchor Trish Reagan on how money guides the legislative process.

Read More

Interview at TheStreet – Why Energy?

Click here for David’s interview at TheStreet TV with host Scott Gamm. David discusses some of the challenges investors face as we close out 2017.

Read More

Investing is about making choices – The only bad decision is not making one

David Nelson, CFA With just 28 trading days left for 2017, investors have a lot to be thankful for this holiday season. Large caps were the standout performer year to date but Mid-Cap and even Small-Caps held their own despite a slow start and a summer scare. Thanksgiving launches what is usually a seasonally strong […]

Read More

Wall Street’s dirty little secret

By David Nelson, CFA Let’s start by stating the obvious. Avoiding taxes is the national pastime. Since the dawn of organized society special interest groups have employed petitioners to lobby for better treatment under the tax code. I’m sure even in the days of Egyptian Pharaohs there was a cottage industry helping some avoid taxes […]

Read More

DEMS Sweep election night – What does it mean for markets?

David joins the Yahoo Finance News team Alexis Christophorous and Rick Newman to discuss the election night sweep by the Democrats and what’s in store for 2018.

Read More

Closing the Loopholes on Tax Reform

David joins Fox Business news anchor Trish Regan to discuss what it will take to close loopholes in the current GOP Tax initiative. Carried Interest is at the top of the list.

Read More

Washington to Wall Street – Tax Reform & the New Fed Chair

In depth interview with I24 News anchor Michelle Makori. David weighs in on a number of issues from Washington to Wall Street.

Read More

.