AI Content Authenticity: AI was used to create the Uncle Sam Image – All of the following written content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note so when used.
Hello and Welcome to our March 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 2024 Video
YouTube
Financial Planning Tip(s)
Corrected 1099(s) – All about Taxes –
Our new platform provider, Schwab does things a little differently….
Corrected 1099s are the like the gifts that keep on giving…
Here and here we remind as we discover, the dribbling of Corrected 1099’s = Fortunately we have not had a situation where a Corrected Tax Return (1040 X) has been necessary… SO FAR!
Capital Market Comments
FOMC, Inflation, Interest Rate Battle Ground
Inflation, measured by the CPI – Consumer Price Index is sticking above the Fed’s target… as mentioned here,
And then another possible effect, as mentioned HERE, the FOMC at their latest meeting began raising their “Terminal Rate” aka Target rate of where interest rates may eventually settle!
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.
