Preview of a Big End of Summer Weekend … Donald “The Brain” At it again, Possible Helper in the Merger … Second to Last Unofficial Friday before Summer’s End …

Next weekend is a biggie….

Labor Day Weekend…

TDA/Schwab Merger …

Oldest Kiddo Leaves for College…likely some tears, but again all part of the process…

Did We Tell You Donald The Brain is at it Again?

Long time followers know that Donald has been an integral part of some of the very sophisticated software used by us, our Platform Vendor (TDAmeritrade – soon to be Schwab) and many fellow professionals ….

While he may be giving up some of his well earned weekend – Sunday over labor day – it is an honor and a privilege and somewhat comforting to know he may be one of the very few, if not only actual advisor running his specialty knowledge of the afore mentioned software to make sure it is working for all of the new larger Schwab !

Nice to be asked- With three little ones (getting bigger by the day) we appreciate his possible weekend sacrifice, as many who likely have no idea, are likely to benefit…. Good Carma – stuff here!!

Ahhhh…but that is all next weekend…

Today is a One Last Friday BEFORE the last Friday of unofficial Summer…. Enjoy and spend time with those special… it goes fast!

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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