With the handy, cell phone which is almost like carrying around a powerful computer, replacing our land lines, in this post we remind all to be very careful in which calls you answer and most importantly clicking on a hot link of a text you may have received on you cell… DO NOT BITE!
Here is an example of a very dangerous spam text – do not click on that hotlink as you will be directed to a bad place that may cause your cell harm…
Grant Williams Podcast with Sam Zell
A new found favorite way of continued learning and education, frequently while jogging or walking, in this post, a review of a fantastic hour long podcast with Sam Zell via the Grant Williams Podcast series…
Favorite Notes:
Staying Power is the name of the game… No surprises!
Real money by long term holdings, be patient.
Will you slow down? People ask me that all the time…”Slow down from what…I like what I do,”
Capital Market Comments
Bonds, Interest Rate Headwind Reminders
In 2018 as interest rates smartly began rising, we reminded folks, those especially with more conservative allocations (larger allocations to bonds) that the immediate effect of higher interest rates are a slight headwind to bond portfolios. For the record, they are big headwinds to very long dated bond portfolios i.e. 30 years, which is why we stay away from such portfolios…
Fast forward to the beginning of the year and very recently, we felt the need to remind again here. The fantastic news is that with shorter dated portfolios as mentioned above, this headwind turns into money in our pockets in the form of higher income as rates again smartly rise on the expectation of greater economic growth prospects.
Have a Great Day, Talk to You at the End of November!
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
Background
The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.
$treet-¢ents 
October 2021 Financial Planning and Capital Market Review – By John Kvale
Hello and Welcome to our October 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!
Newbies –
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets and current events!
Hope you enjoy!
BREAK IN – HONORED BY D MAGAZINE NOMINATION
Important Disclosure
October 2021 Video
YouTube
Financial Planning Tip(s)
Cell Text Spam and Calls
With the handy, cell phone which is almost like carrying around a powerful computer, replacing our land lines, in this post we remind all to be very careful in which calls you answer and most importantly clicking on a hot link of a text you may have received on you cell… DO NOT BITE!
Here is an example of a very dangerous spam text – do not click on that hotlink as you will be directed to a bad place that may cause your cell harm…
Grant Williams Podcast with Sam Zell
A new found favorite way of continued learning and education, frequently while jogging or walking, in this post, a review of a fantastic hour long podcast with Sam Zell via the Grant Williams Podcast series…
Favorite Notes:
Staying Power is the name of the game… No surprises!
Real money by long term holdings, be patient.
Will you slow down? People ask me that all the time…”Slow down from what…I like what I do,”
Capital Market Comments
Bonds, Interest Rate Headwind Reminders
In 2018 as interest rates smartly began rising, we reminded folks, those especially with more conservative allocations (larger allocations to bonds) that the immediate effect of higher interest rates are a slight headwind to bond portfolios. For the record, they are big headwinds to very long dated bond portfolios i.e. 30 years, which is why we stay away from such portfolios…
Fast forward to the beginning of the year and very recently, we felt the need to remind again here. The fantastic news is that with shorter dated portfolios as mentioned above, this headwind turns into money in our pockets in the form of higher income as rates again smartly rise on the expectation of greater economic growth prospects.
Have a Great Day, Talk to You at the End of November!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents
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