Page 12 - Equus - Intoductory Book

Disclosures
Equus Private Wealth Management LLC is an SEC registered investment advisor. All research is produced without compensation and with no disclosed conflicts of interest. Past performance may not be indicative of future results. No prospective or present client should assume future performance of any specific investment or investment strategy will be profitable or equal to historic returns. The Municipal Bond Tax Equivalent Yields are based on income tax bracket assumptions. The 3.8% Affordable Care Tax is only applicable on income thresholds pending tax filing status: Single or Head of Household of $200,000, Married filing jointly of $250,000, Married filing separately $125,000, or qualifying widower with child of $250,000. The calculations for California and Colorado assume the investor is in the highest tax bracket at both a federal level (37%) and state level (13.3% CA & 4.63% Co). Yield levels do not take into consideration management fees. This information is 2 proprietary and confidential. Equus cannot guarantee the availability of similar trades in the future.
Sources:
1. Bloomberg L.P. (2017) “Search Function for Colorado & California Municipal Bonds Outstanding.” Retrieved 9/29/2017.
2. SIFMA (2017) “US Bond Market Issuance and Outstanding” Retrieved 9/29/2017.