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Tax Reform passes Senate Hurdle over the weekend and is entering the final stretch

by Fortem Financial December 4, 2017

If 2003 is any guide, we don’t believe investors should overthink the short-term impact of tax cut in 2018. The 10-year rose from 3.1% to 4.6% in six weeks after the 2003 tax cut was passed, GDP surged in 2004, and those companies with vast amounts of cash overseas outperformed. From a longer term point of view, the efficacy of the tax cut will rest with one question – will companies actually use their cash to invest in capital projects? If so, productivity should rise, real GDP will grow, a… View More

Tax Reform

by Fortem Financial November 29, 2017

Today, the Senate Budget Committee voted to pass the tax reform bill, and it will now make its way to the senate. In the background, Trump is working to get tax reform through. He's turned from against the Alexander - Murray bill to supportive of it. He's also agreed to the risk pool legislation sponsored by Susan Collins. To be blunt, it appears he's working overtime to gather the necessary votes to get tax reform through the Senate. However, tax reform still has a number of significant hurdle… View More

Great showing by the consumer as Holidays are off and running

by Fortem Financial November 27, 2017

Some will dismiss the growth as "the rich getting richer," but the facts say otherwise. Usual weekly earnings for full-time workers at the bottom 10% are up 4.6% versus a year ago; earnings for those at the bottom 25% are up 5.3% from a year ago. By contrast, usual weekly earnings for the median worker are up 3.9% while earnings for those at the top 25% and top 10% are up less than 2%. Yes, that's right, incomes are growing faster at the bottom of the income spectrum than at the top. A higher e… View More

All eyes on Tax Reform and a breath of life for Retailers

by Fortem Financial November 20, 2017

Markets were mixed Last week, with small and mid-cap stocks gaining while large cap stocks were mostly unchanged. Tax reform once again dominated headlines: the House passed its version of the legislation, while the Senate bill advanced out of the Finance Committee on a party line vote; the Senate may schedule a vote in two weeks. Retailers outperformed; Wal-Mart’s digital and e-commerce initiatives helped produce a +2.7% increase in same-store-sales, the company’s best quarterly performance… View More

Tax Plan - 2017

by Fortem Financial November 14, 2017

Click here to view a side-by-side comparison of the House and the Senate versions of a new tax plan. We will continue to provide updates as more information becomes available.    … View More

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