September 2023 Audio Video Review – Break In – Merger Update – Shutdown Averted, For at least 44 Days – Meet the Koyfin – Financial Planning and Capital Market Review – By John Kvale CFA, CFP

Hello and Welcome to our September 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: Merger Update: Good News – Little surprises

Its all good,…. main changes are as follows:

  • Different look on Web View, and Transaction type confirmations i.e. Statements, Notifications, Confirms – Still getting our LOGO in some places
  • Maintenance processing is different and therefore slower AT THIS TIME
  • Money moves differently, sometimes faster and other times slower – Please bear with us as we learn the ropes and can set expectations for
  • Funny side problem, Our Blog RIGHT HERE! ha

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!

September 2023 Video


Financial Planning Tip(s)

US Shutdown Averted -For 44 Days at least

In true Gomer Pyle like, “Surprise, Surprise, Surprise” Like fashion….. the US shutdown was averted with some come together votes on Saturday…. Here from AP

We will be watching interest rates for relief…. which is what would be expected!

Capital Market Comments

Meet the Koyfin – A Bloomberg Competitor

With so many options of services over the years, and having tried almost all…. we are careful to embrace new systems, but we never avoid….and constantly try to improve…

Hello Koyfin – Very comprehensive, and most importantly very clear in showing information!

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

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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