March 2015 Financial Planning Tax 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 best clients and friends as your experiences have again given us the subject matter for our Financial Planning Tip of the Month.

For those new to our writings, we touch on the most pertinent Financial “stuff” along with a video of my mug that has even more specialized details of the latest month as well as this post.

Ok…let’s go!


You Tube Direct Link   or   Vimeo Direct Link


Another special Tax saving Financial Planning Tip:

If you think your taxes in retirement, like most, will be lower than during your earnings years, forget the Roth!

A deductible IRA and a Roth have the same exact outcome if taxes are the same before and after retirement. Same

  • Statistically, most have lower taxes during retirement
  • If you can fund both do so, but if it is either or, the odds favor the deduction up front


US Markets On a road to nowhere

US Capital markets rightly were stuck in the mud in the first quarter .. essentially going nowhere. Earnings over the next year are slated to be flat, making expectations for the capital markets to do the same.

3-31-15 SPX

Overseas Rocking … BUT

We have been crowing about overseas markets for some time … We were right, but not rewarded … yet!!!

The tremendous strength in the US Dollar had muted foreign market returns. This works itself out over time, so not to worry, the reward will come!


Dax V US Euro ytd q 1 2015

If you want to travel overseas, now is the time… US Dollar strength equals nice exchange rates!

John A. Kvale CFA, CFP
8222 Douglas Ave # 590
Dallas, TX 75225

2 responses to “March 2015 Financial Planning Tax Tip, Capital Market and Economic Review (Video)

  1. Very good point !!


  2. Cliff Brunette

    Hey Buddy – Another maybe little know fact that those under ‘65 years old’ (you know any?) We get is an EXTRA OLD Folks Standard deduction. Compliments of Uncle Sam… YaHoo. Cliff

    Sent from Windows Mail

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