Over the weekend, once again technology amazed. Sitting in a Starbucks in San Antonio Texas early Saturday morning, reading through the digital versions of various periodicals, I spotted a quote in the Dallas Morning News by the wonderful Pamela Yip. (More in a few)
Technology, now a mobility and time giver
Technology, once a privacy and mobility taker has in my opinion gone full circle. Neatly, in a matter of minutes I was able to send out a quick note (delayed delivery for those similar to most of my family who like to sleep in..haha) alerting those who are a part email notification on our www.street-cents.com site to the article and the quote.
This is just another example and reason why we really like the ability to quickly contact everyone via email…thanks for those 500+ email notification participants…if you are not on the list, click on the email notification link…it’s free, one click opt out and you will always get our true, original thoughts and ideas ! We will not abuse your time.
While we do not know why, there may be a time when the quick action and notification is extremely important. This time, a quick note and positive mention was the reason.
Dallas Morning News Article – The Great Pamela Yip
In the afore mentioned article by Pamela Yip, she asked me for information and advice concerning changing medical situations, the need for possible extra emergency funds, other expenses, and the possible ways to set aside funds. Many noteworthy friends and peers were mentioned in the article, and my comments concerning family longevity made the cut as well.
Those who have worked with us on a retirement projection model know there is a special column in your plan available for monthly/annual medical expenses and needs….showing our belief how important planning for this possible expense is.
Lastly, Pamela Yip is a terrific reporter who gets it. I have interacted with her for over 10 years and know her to be one of the few who really attempt to tell the true and correct story to her readers and followers. This is not always the case in today’s media…as there is much over drama in a lot of reporting today. Well Done Pamela!
Out of the State Thursday and Friday
As a reminder, the travels continue as I will be out of the office on Thursday and Friday, this time out of the state. You are always in good hands with the team and I am always available……by that amazing technology of course!
Have a Great Monday!
John Kvale
PS For those that asked about last Friday’s 6:45 am tennis lesson…it was for my 8 year old…certainly not me…haha
214-706-4300
http://www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225
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Donald Capone
John Kvale CFA, CFP
Fiduciary …..A note to the SEC from John Kvale of J.K. Financial, Inc.
Occasionally the Securities and Exchange (SEC) asks for comments on certain areas of the financial industry.
a Recent Comment Request by the SEC on FIDUCIARY
Fiduciary is one of the most lightening rod terms ever used in the industry. It represents liability and a higher level of accountability. Many years ago (20+ now) I found myself working for the company and the client in conflict. That was a deciding point in my career to leave the conflicted world and work as a Fiduciary for the client, and only the client.
It is impossible for all Capital Participants to be a Fiduciary
The capital markets cannot work as we know it if everyone is a Fiduciary. This is fine by us, there are companies that are for profit and that is great. Not being a Fiduciary is not a terrible thing. Our only request is that investors understand the difference.
Here is my comments to the SEC as we take our industry and the future of it very seriously. We hope you like your representation through our voice.
Have a Great Monday!
John Kvale
214-706-4300
http://www.jkfinancialinc.com
8222 Douglas Ave # 590 Dallas, TX 75225Share this:
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Posted in General Financial Planning
Tagged Fiduciary, SEC, SEC Comments