Hello and Welcome to our April 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!
April 2024 Video
YouTube
Financial Planning Tip(s)
We Vote the Proxy so you don’t have to and in bulk to save the trees
If you happen to get a notice to Vote on something, please let us know…. WE DO THAT FOR YOU!
As part of our services, and noted in this post, we (well Jen) votes Proxy material for all of us. By doing this in bulk we are more efficient, save the trees and also gladly keep your mailbox empty.
Please reach out if you receive material to vote!
Beneficiary RMD 10 Year Rule Waived
In this post that confuse a few….thank you for reaching out, we confirmed that Beneficiary IRA’s for non Spousal beneficiaries WILL NOT have to make an annual RMD – The 10 Year Empty rule still exists…
We have reached out to many and will continue to do so, as well as remind in our next Newsletter!
Capital Market Comments
The $20 Trillion Blob Eating Risk
In a last minute before the End of the month Podcast…. a catchy term was used that we will expand on more….but spoke of here
The $20 Trillion Blob eating risk….. One of the Best AI created pictures IMHO!
Sebastien Page, a Chief Investment Officer of a large Asset Management company coined the term…but its meaning is the vast stimulus from world Governments have put support in Asset prices!
More to come on this for sure!
Have a Great Day, Talk to You at the End of May!
John A. Kvale CFA, CFP
AI Content Authenticity: AI was used to create the Blob picture – 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.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
