Tag Money Magazine

Clients/Clients Only, General Financial Planning, Investing/Financial Planning

After compliance approval …. We are Happy To Announce Money Magazine Financial Planner Award … D Magazines Wealth Managers and Financial Planners Awards …

As you guys know we do not bump up against the edges of the rules…. Due to very new regulations initiated about awards, honors, and the announcements of in November of 2022, we have chosen to remain silent over the…

John Kvale CFA, CFP
October 25, 2024

In The News, Investing/Financial Planning, John Kvale, Personal

Money Magazine Mentions John Kvale in Investments Article For Age 55-Plus Allocations

In this April’s 2012 Money Magazine, reporter Carolyn Bigda has a three-part article that discusses different possible portfolio allocations given various age groups. Carolyn and I had several long conversations concerning the stages of portfolio allocations given age and possible income needs. In “Hollywood…

John Kvale CFA, CFP
May 2, 2012