Month December 2014

Investing/Financial Planning, Market Comments, World Political

OPEC lays the boom on the Oil boom …. Well maybe

Lower Energy Prices

John Kvale CFA, CFP
December 10, 2014

General Financial Planning, Investing/Financial Planning, Retirement Planning, Tax Related

RMD ALERT : If your DOB is 1-1-44 through 6-30-44 … THIS IS FOR YOU!

Delayed RMD

Economy, General Financial Planning, Market Comments

Tall Walls … Great Employment Report … See You Tomorrow

The walls definitely were tall on Monday and Tuesday as I shook off the Flu … much better now. For the record, no retirement for me !! Two days at home confirmed that… way too much fun at the office!…

John Kvale CFA, CFP
December 5, 2014

Economy, Interest Rates, Investing/Financial Planning, Market Comments

Average Hourly Earnings … Most Important Item from Tomorrow’s Employment Report

Focus on Average Hourly Earnings for November Employment Report

General Financial Planning, Investing/Financial Planning, Tax Related, Video, World Political

November 2014 Super Cool “Tax Saving” End of the Year Financial Planning Tip, Capital Market and Economic Review (Video)

Welcome to our monthly Economic, Capital Market, and Financial Planning tip of the month. This months Financial Planning Tip of the month, like last months, may save you valuable tax dollars! Once again a special thanks to all of YOU … the…