Tag Archives: Tax Reform

November 21

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.

November 20

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 […]

November 12

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 […]

November 10

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.

November 08

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.

November 03

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.

November 03

Tax Reform & the Economy

David joins Fox Business News anchor Lauren Simonetti to discuss the House version of what David calls a Monster Tax Reform Package.

November 02

Facebook, Fed Chair and Tax Reform – CBS News

David joins CBS News anchor Elaine Quijano to discuss the latest news on Facebook, the new Fed Chair as well as the coming House announcement on a Tax Reform package

November 01

3 Challenges for Investors

David Nelson, CFA The market put in a strong month on the heels of a good earnings season along with strong economic data supporting the recent move. Investors have 3 hurdles to cross between now and year’s end. Justice Department – Just how far does the indictment of Paul Manafort and the guilty plea of […]

October 27

Tax Reform is Not a Lock

David weighs in on the markets and just how much administration proposals are baked into equity prices.