June 2014 Financial Planning Tip and Economic/Capital Market Update (Video)

Here is our monthly review video with a special Financial Planning Tip of the month as well. For those newbies, we round out each month with a Financial Planning tip from the trenches as well as a review of the most important Economic and Capital Market events. It all kicks off with a video summary that includes extra thoughts and more specific points with words rather than letters.

So here we go!



VIDEO Direct Link

VIMEO Direct Link


FINANCIAL PLANNING TIP OF THE MONTH: Dust Off those Estate Documents

Who says spring cleaning has to happen in the spring. If you have not reviewed your Wills and Estate Documents in 5 years, the time is now.

  • Will
  • Trusts if applicable
  • POA – Power or Attorney (Financial and Medical)
  • HIPPA (release of medical information)
  • Living Will – DNR (do not resuscitate) – AKA Cease and Decease (Un plug me doc)

These are your key Estate Documents … Be sure they say what you want them to! Take 15 minutes, to review, if you don’t have time, we will be glad to help! We always like having a soft copy in your personal vault for your and our quick reference too!

David V Goliath Political Situation

Wow….tea party folks take note, a relatively unknown takes out a staunch incumbent at the primary. This should make for very interesting fall elections.

Eric Cantor defeated by unknown David Brat.


Cantor V BrattOur suspicion is increased tension going into the fall. While uncertain how this plays out, let’s keep this on our radar.

Surprise No Interest Rate Talks – CPI

After exhausting many, including ourselves at times, 10 year interest rates have moved back up to a zone that is more comforting to us FOR NOW, however, just like clockwork, a hot CPI number posted to grab our ADD (attention deficit disorder) attention.

We are watching closely, here is a deeper post too.

6-17-14 CPI no revisions

Have a Great Day!

John A. Kvale

8222 Douglas Ave # 590
Dallas, TX 75225


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