August 2022 Financial Planning and Capital Market Review – YAY …. Holiday Party Location Revealed – 401k Run Rate – Wall Street Mistake to Our Advantage, Bloated Inventory – Slowdown Contra Bounces and Pivot Narrative Reminder – By John Kvale CFA, CFP

Hello and Welcome to our August 2022 … 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!

Break In: Holiday Venue Announced –

Thanks for the tease jabs last week… deserved…haha

Dallas Museum of Art

Details to Come – Saturday Afternoon November 19th before Thanksgiving Weekend

Newbies –

We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets thoughts and current events!

Hope you enjoy!

August 2022 Video

YouTube

Financial Planning Tip(s)

Check that 401k Run Rate – Are we hitting our contribution goals?

Here in this post we remind everyone now is a good time to check the run rate for your 401k contributions….

The reason now is a good time is we have time to make up any shortcomings, should they be discovered…

Bloated Inventories – Wall Street Woes = Main Street Savings

With large public companies fessing up that they have accidentally over inventoried and will be slashing prices to move said bloats….

Now may be a good time for a MANDATORY purchase….

As we mentioned in our post here, we have done some spiffing up of the office in conjunction with our new lease signing… Maybe too many people took our post to heart…. options are greatly reduced on some of our updates…yikes

Capital Market Comments

Hill Street Blues Reminder – Let’s be Careful Out there

In our post here, we highlight as a reminder that slowing/recession markets can have interesting contra bounces… but as our Hill Street Blue’s Chief always stated….

Let’s be careful out there…

Jackson Hole – No Pivot

Along with contra bounces comes a narrative that usually gets some traction…

Sure enough, this bouncing narrative was the Jerome Powell was already Pivoting to a slower hand (Economically not important as the cards have been dealt- digressing) …

Jerome Powell announced in his last weekend speech …. not only NO PIVOT but get ready for some Pain….Wow….

Care to guess when the announcement occurred?

Not to worry we are most definitely …… Being Careful Out there!

Have a Great Day, Talk to You at the End of September!

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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