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Showing posts from December, 2017

Fully Adjusted Return Forecast for 2018

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Below we discuss, in general, economic indicators for 2018 in light of the following critical risk factors. (Our June 11, 2016 Fully Adjusted Return Election Forecast, which correctly predicted Donald Trump's win, can be found at: https://www.linkedin.com/pulse/why-trump-win-william-michael-cunningham-am-mba/)

1, International: Instability affecting: North Korea, the UK, the EU (Brexit), Nigeria, Somalia, Russia, China, the Philippines, Mexico, Venezuela, the Ukraine, and Israel. We can be assured of one thing: wherever the next market shattering situation arises, it probably will not be on this list.

2. Domestic: In March, 2017, Valuewalk.com noted that "60% of references to President Trump within SEC filings are in the 'Risk Factors' section." This section of legal documents submitted to the US Securities and Exchange Commission is intended to inform investors and potential investors about risks to the financial situation of a given publicly traded (and in som…

Impact Investing Services

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On WURD RADIO Thursdays at 6pm...

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"U.S. clean energy developer shares dropped this week, as the Senate tax bill threatens to erode the $12 billion tax-equity financing market for wind and solar. Renewable-energy developers sell the credits to banks and insurance companies, which then apply the credits to their own tax bills."



See: https://www.bloomberg.com/news/articles/2017-12-04/tax-reform-could-stifle-jpmorgan-s-support-for-renewable-energy

The New Tax Law and You

Webinar: $60
Wednesday, December 13, 2017 from 2:00 PM to 3:00 PM (EST)
RSVP: https://newtaxlaw.eventbrite.com

This seminar will review the impact of the recently passed tax bill.
According to news reports, "The Congressional Budget Office..analysis of the Senate's tax bill..estimates, anyone making less than $30,000 a year would feel the pinch starting in 2019, with the greatest 'savings' to the government (not to you - a combination of either increases in payments or decreases in money spent on a group in services) coming from those who make less than $10,000 a year.

By 2020, everyone making $40,000 or less a year would also be contributing to lowering the deficit by paying more in taxes and/or receiving less in services, creating a net savings for the federal government. In that year, the groups making between $10,000 and $20,000 and between $20,000 and $30,000 would each be contributing double what the under-$10,000 group did in savings.
By 2027, everyone making …