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  • About
  • Monthly Video
  • Newsletter
  • Summary Tax Tables 2025 and 2026
  • Back to Basics
  • Contact Us
$treet-¢ents
$treet-¢ents

May 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Inheritance – Heirship continuance, Beating the stats … Keeping up with the Minutes … No AI Writing here … Economy and Oil – Great Charts and Review/Comments … By John Kvale CFA, CFP

May 2026 Review by John Kvale

  • John Kvale CFA, CFP
  • June 1, 2026

Updated intro video … AI v Dot.com and Job preview … Friday …

J.K. Financial, Inc. AI V Dot.com

  • John Kvale CFA, CFP
  • May 29, 2026

All Original articles, all the time, spelling and grammatic errors included …. From Visual Capitalist – AI written articles over take Human for the first time!

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • May 27, 2026

Memorial Day Weekend … Graduation Day … Start of Summer …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • May 22, 2026

Technology update – Why I updated my smart watch … Jogging fall that could’ve been worse! An epiphany moment of once again, keeping technology updated!

On a road trip last fall, the morning jog turned into more of a sky dive like landing on the cement in what seemed like…

  • John Kvale CFA, CFP
  • May 20, 2026

Inheritance Heirship Part 2 … Preventing the statistics from continuing … Successful traits that continue the legacy!

Tree diagram showing successful and failed paths of generational wealth with labeled branches

J.K. Financial, Inc. Successful Heirship Habits

  • John Kvale CFA, CFP
  • May 18, 2026

Form 5498 – The late arriving, puzzling, tax form … A personal flight story, Pair of 3s! … Friday before Senior Graduation Week for many, including our last bird to leave the nest …

Nest with three eggs on a tree branch at sunset with three flying birds and mountains

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • May 15, 2026

CPI – Consumer Price Index did not disappoint in its Hotness ! The flow through!

J.K. Financial, Inc. CPI

  • John Kvale CFA, CFP
  • May 13, 2026

Oil prices and Oil Reserves around the world …

J.K. Financial, Inc. Oil Reserves

  • John Kvale CFA, CFP
  • May 11, 2026

CPI Preview – Going to be a hot number… Dot Com v AI Comparisons preview … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • May 8, 2026
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Latest Videos
May 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Inheritance – Heirship continuance, Beating the stats … Keeping up with the Minutes … No AI Writing here … Economy and Oil – Great Charts and Review/Comments … By John Kvale CFA, CFPJune 1, 2026
April 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tripit Tavels … Inheritance stats … Burnt Bridges … Collage of Indexes Market Indexes … By John Kvale CFA, CFPMay 4, 2026
March 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tax Tips and Savings … Sensible Markets … By John Kvale CFA, CFPApril 1, 2026
February 2026 Financial Planning and Capital Market Audio Video Podcast format Review … AI & Cyber … Geopolitics & Tariff … By John Kvale CFA, CFPMarch 2, 2026
Winter 2026 J.K. Financial, Inc. Newsletter … 2025 Tax Savings STILL Available … Donation Roth … AI – The Good the Bad the Ugly … Jumping the Standard Deduction … By John Kvale CFA, CFPFebruary 25, 2026

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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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