Month April 2021

Audio, Care Act, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review

April 2021 Financial Planning and Capital Market Review – By John Kvale

Hello and Welcome to our April 2021 Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video!…

John Kvale CFA, CFP
April 30, 2021

Clients/Clients Only, Investing/Financial Planning, Reminder

Another SLOA – Standard Letter of Authorization Reminder, No Action Needed

The Repeated Annual SLOA Letter

John Kvale CFA, CFP
April 28, 2021

Care Act, General Financial Planning, Investing/Financial Planning, Reminder, Tax Related

Stimulus Funds Further Explained, Rounds 1-3, Those Near Phase Out Likely Very Important Information For You Here!

Stimulus Round 1-3 Explained

John Kvale CFA, CFP
April 26, 2021

Investing/Financial Planning, Tax Related

Preview Update on Stimulus Catch Up Plans for Those on the Edge of Phase Outs … Friday

Preview of Stimulus Catch Up

John Kvale CFA, CFP
April 23, 2021

Chart, Education

New York, LA, Chicago, Rural Equivalent …. Interesting Population Density Comparison

Neat Population Density Comparison

John Kvale CFA, CFP
April 21, 2021

General Financial Planning, Investing/Financial Planning, Market Comments, Quote

A Time to Buy and A Time to Be Cautious

Fear and Greed

John Kvale CFA, CFP
April 19, 2021

Clients/Clients Only, Economy, FOMC, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning

Q 1 2021 Review – Three V’s: Vaccine, Volume of Money, Valuation

Q 1 2021 Review - Cover Letter

John Kvale CFA, CFP
April 12, 2021

Investing/Financial Planning, Tax Related

BREAK IN: Confusing Tax Due Dates – Q1 2021 ES Payments Due Next Week – A Few Clean Up Corrections … You Guys are Tough … Masters Weekend … Friday

Q 1 ES 2021 Due Next Week - Very Confusing

John Kvale CFA, CFP
April 9, 2021