March 2023 – Financial Planning and Capital Market Review – Taxes, Corrected 1099, No Form Reminder – Coco Bonds Via Advanced Analysis, FOMC Pickle Situation Resolutions – Great Content Video By John Kvale CFA, CFP

Hello and Welcome to our March 2023 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 thoughts and current events!

Hope you enjoy!

March 2023 Video –


Financial Planning Tip(s)

Taxes – Corrected 1099 Down to a Trickle – Reminder

We reminded here earlier in the month and some what pounded our chest that additional Corretions would come…. well … they did, and we have notified all effected,

We left the following in from last months review due to its importance!

IRS Pointer and J.K. Financial, Inc. Important Reminder too

” … We would add, just because you did not receive a tax notice, DOES NOT mean the IRS did not and is looking for the appropriate notation on your tax return (Huge amount of time this occurs with cashing Series EE bonds) … a missing item is an easy automated paper letter audit….and as mentioned here absolutely requires a response …”

Cyber Security & Dall-E-2 (Combo Review)

We reminded once again here, about an abundance of spam and cyber threats coming through the email system…. just by chance a four hour update in person visit with pro’s on the subject was attended and they mentioned a lot of great points that we will dig deeper into soon, but interestingly the subject of AI (Artificial Intelligence) came up as a warning during our Cyber review as well…. recall we rolled out detailed comments here on the subject, with WAY more to come soon!

Capital Market Comments

Coco Pickle ? Huh – (A Second Combo post review)

In our continued and somewhat surprisingly fast accumulating Advanced Analysis Series – this time it was the CoCo Bond (it is so hard not to jump in feet first with a Cereal reference- too serious of a subject) digressing…. Tied into these explanations along with our Pilot Advanced Analysis via M2 was the FOMC (Federal Open Market Committee) decision to raise interest rates again, even with some confidence in banks concern, which we also spoke of as well… Wow all of this tied together quickly!

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

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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