Note the * asterisk by the 15 years… it’s really 19 YEARS ! …. Including part time school work.
From an early start while working during the summers driving 30 miles each way, to trudging through the well documented EXTREMELY difficult CFA exam, to helping everyone through the the Great Recession of 07-09 ….
Well done and congrats. Hopefully the next 15 will go a little slower! Doubtful !!
The Monday technology upgrade turned into a Wednesday upgrade and with a turn-around trip Thursday in the calendar, nails were bitten short Wednesday afternoon. We are happy to announce the upgrade has been completed with very few hitches. There are a few follow up items to do when the server is resting from regular use (during the 4th of July holiday), but we are 95% complete.
Each year we take on technology improvements during the summer, this year:
- More New Vault Features
- New Web Page
- Improved internal email systems and management
We will wipe our brow and set in to learn the new features …. thankfully all went well!
Donald “The Brain” has much deserved travels on the calendar to a cool climate north East, with a tail end of the week showing travels for myself as well… good time for us to test all this new fancy technology.
Today is a WONDERFUL Friday, enjoy your day, your weekend, be thankful, and talk to you next week !
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth