Hello and Welcome to our January 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!
January 2024 Video
YouTube
Financial Planning Tip(s)
401k and other Retirement Plan Reminder – Even them out
Two quick reminders for the turn of the calendar on our 401ks and other retirement plans….
- Even those contributions out over the year as mentioned here
- Start Aggressive as mentioned here with new plans as your contributions make up the bulk of the account
Capital Market Comments
Jeff Gundlach Inverted Yield Curve
In this most recent post, a Jeffrey Gundlach slide was pounced on after noting the near record breaking time of the 2-10 year treasury inverted yield curve…
Have a Great Day, Talk to You at the End of February!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
