Cut Over Update, Almost Complete … Office Schedules on Home Stretch of Summer Break for Our Families… Last Friday of July …

Mid this week, the official cut over of email and contacts occurred…. Fortunately we did not have any MAJOR problems, but there are some missing data…

Not to worry we have over four weeks access of the old data….

Funny thing about technology….unlike a struggling car that just barely gets you there, technology usually works or not – no in between….

Office Calendars Into the Home Stretch

Next week I will start an extended working remote/Vacation in a cooler place with Family, Friends and even some fellow Advisors and their families as well…. Likely get the July Month End Video Review from there–thank you afore mentioned Technology! The solitude usually begets great creative ideas… Lookout Blog Posts and Newsletter!

Jen lets off some steam later next week- much deserved

Donald “The Brain” gets the next week after Jen returns…. much deserved as well!

Nice staggering Guys!

New Years Resolution Broken But Try to Fix ….

One of my New Years resolutions was to play ONE (lofty goal huh) yep just one round of golf a Month…..

Current at 0 for 7 months…. with avid golfers meeting at my remote working location, an attempt at a correction will hopefully start. Newbies, I was a collegiate golfer for three years, helping with Tuition and room and board…. That was a chapter long ago though…. Ok Digressing, back to business…

Ahhhh…. Today is a Friday heading into an about to go Remote for a while Weekend….

Enjoy your Friday and your late Summer Weekend! Talk next week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



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