Over the next two weeks, with staggered schedules, our office, which our building manager is still continuing to ask us not to have guests, will be open sporadically. We will collectively be working remotely or out of the office on various family holiday getaways.
Donald “The Brain” is happily in a warmer climate near water, loosely connected to the office for some much needed and much earned R&R this week after a full spring, summer, and fall, of lock downs.
My time actually occurs next week after Christmas and through New Year’s.
Jen will be in and out remotely connected with a few official bookend days for holidays and long weekends throughout the next two weeks.
One big positive of the events of this year is the ease of pivot to remote for all of us!
A Gentleman‘s Agreement on Wall Street!
While in recent years we’ve seen this agreement violated, look no further than some of the sharp drop offs during this time just a year ago, generally there is an unwritten gentleman‘s agreement to “do no harm” during this time of the year. Meaning capital markets usually do not trade upward or downward in dramatic fashion throughout the remainder of the year.
Under normal circumstances the next two weeks, partial trading weeks …with closures on each Friday and half a day before the holiday trading would be BORING and very low volume….trying not to jinx ourselves here!
With a newsletter chocked full of great Financial Planning, Income Tax, and Personal reminders, and being non-market related, the Newsletter is complete and we hope to have it to you during the holidays for some possible fun reading that you may have during down time.
We think it came out fantastic, and tribute the great bulk of subject matter to you guys for the experiences, reminders, and techniques that we did this year.
Our posts here at Street-Cents will likely not be as regular and much lighter over the next two weeks as well!
Remember, as mentioned here in this urgent reminder post, Financial Institutions in every area of service are greatly overloaded for some reason this year, and as such MONEY IS MOVING SLOW…. do not wait until the last minute for a Financial Transaction, especially if it is personal!
Happy Holidays, Be Well, Be Safe, and Happy New Years!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth