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$treet-¢ents
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New 401k Catch Up Rules in 2026 ! Friday ….

J.K. Financial, Inc. Mandatory Roth

  • John Kvale CFA, CFP
  • December 19, 2025

Great Chart of Average Age of First Time Home Buyer – Almost 10 year older than a decade and a half ago – Mortgage Rates, Housing Prices, Student Loans ?

J.K. Financial, Inc. Age of First time Home Buyer

  • John Kvale CFA, CFP
  • December 17, 2025

RMP – Reserve Management Purchases …. After completion of QT AND lowering of Short Term Rates … $40 Billion month Purchases, a slight flip flop….

J.K. Financial, Inc. Reserve Management Purchases

  • John Kvale CFA, CFP
  • December 15, 2025

FOMC Lowers short term rates, A new term “RMP” from the FOMC, Closer to year end … Friday

J.K. Financial, Inc. Lowered Rates and new Term RMP

  • John Kvale CFA, CFP
  • December 12, 2025

Quietly the FOMC has complete QT – Quantitative Tightening – Bond Market pressures will be less !

J.K. Financial, Inc. QT Ends

  • John Kvale CFA, CFP
  • December 10, 2025

Fall 2025 J.K. Financial, Inc. Newsletter … 529 Reminder … Economic Probabilities … Residential Housing Analysis … By John Kvale CFA, CFP

Fall 2025 J.K. Financial, Inc. Newsletter - Housing, 529, 401k, Economic Probabilities

  • John Kvale CFA, CFP
  • December 8, 2025

Newsletter at the presser – Some interesting Topics … Friday …

The Newsletter is on its way from our New York printer back here to the south …. Lots of different subject matter this time. We…

  • John Kvale CFA, CFP
  • December 5, 2025

Genesis Project, Department of Energy AI Collaboration

J.K. Financial, Inc. Genesis Project

  • John Kvale CFA, CFP
  • December 3, 2025

November 2025 Financial Planning and Capital Market Audio Video Review … Trusts, International Clients, Cyber/AI … Cola Retirement Limits … Government reopens Choppy Markets … By John Kvale CFA, CFP

November 2025 Review by John Kvale

  • John Kvale CFA, CFP
  • December 1, 2025

Happy Thanksgiving …. “Link” to Most Popular Video Ever …

J.K. Financial, Inc. Happy Thanksgiving!

  • John Kvale CFA, CFP
  • November 26, 2025
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Latest Videos
Fall 2025 J.K. Financial, Inc. Newsletter … 529 Reminder … Economic Probabilities … Residential Housing Analysis … By John Kvale CFA, CFPDecember 8, 2025
November 2025 Financial Planning and Capital Market Audio Video Review … Trusts, International Clients, Cyber/AI … Cola Retirement Limits … Government reopens Choppy Markets … By John Kvale CFA, CFPDecember 1, 2025
October 2025 Financial Planning and Capital Market Audio Video Review … Cyber, RMD, COLA Reminder … Shutdown, Interest Rate Update … By John Kvale CFA, CFPNovember 3, 2025
September 2025 Financial Planning and Capital Market Audio Video Review … A Word about Government Shutdowns … Donations now versus 2026 … Interest Rates Continue to Move up … By John Kvale CFA, CFPOctober 1, 2025
August 2025 Financial Planning and Capital Market Audio Video Review … Tax Law Update Continued … Rates from Powell … Global Market Update … By John Kvale CFA, CFPSeptember 3, 2025

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Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

Important Disclaimer

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
 

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