Hello and Welcome to our October and November Financial Planning and Capital Market Update! October was slowed by the eventual update of our site, here…which continues to be in update mode!
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!
Break In: Happy to Announce a Second Client Appreciation Get Together…
We are happy to announce a fun appreciation Evening in Houston Texas!
Wednesday December 6, 2023 from 6-8 PM
Cadillac Bar – 1802 Shephard Dr. Houston Texas
Back to our regularly scheduled program:
October & November 2023 Video
YouTube
Financial Planning Tip(s)
Take the Stress Out
In this funny but serious post, just completed earlier this week, we discuss the ease of stress that allowing plenty of time and being prepared allow….
Somewhat self serving, as your stress is of course our stress….but we can all be less stressed together!
IRS Updates:
The small but coming Inflation adjustments for 2024 were announce and we completed a post here with great details….
Here are the biggies:
- Standard deductions move up to $14,600/ filer
- Unlimited Gifting per person goes to $18,000
Then again earlier in the month we grabbed the new IRS contribution inflation adjusted levels here in this post
Again the biggies:
- 401k and similar go up to $23,000
- IRA and catch up go to $7000
Capital Market Comments
Capital Weight Versus Equal Weight! – Why the Heck it matters?
In this timely October post we discuss the importance of the strength of the team versus just a few players…aka Capital versus Equal Weight ….We also get to show off some of our very cool new research “Stuff” from Koyfin….
Oh….the reason this matters so much ….is just as your team can do well with an all star or two… lose them and you could be in trouble…. the wish is players develop around them to give more depth!
Have a Great Day, Talk to You at the End of December and the Year!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
