Hello and Welcome to our July 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!
July 2024 Video
YouTube
Financial Planning Tip(s)
Gaining .75 to 1.5 of a New Employee! Meet Advyzon! AND Clients! Further Advyzon Explanation/Clarity, Nothing changing
Combining two posts an original announcement of new updated systems we were excited about, ADVYZON and then a further explanation on some confusion that this is only on OUR side, no changes for you guys…. but better service!! Sorry for the confusion!
Meet ADVYZON !
- Better Organization
- Central Processing and collection of data
- Faster Communication to you
- Integrations directly with vendors like the Vault and others for faster more accurate processing
- Easier Updates
Capital Market Comments
Concentration History
While this post “Concentration” was from our buds at Visual Capitalist, the subject matter was very prescient…
We have been crowing about concentration risk for over a year now…… mostly because just as the entire team is built around one player, risk to that player can cause major damage to the entire team !!!
Finally concentration is subsiding….possibly bumpy but VERY HEALTHY!!
Have a Great Day, Talk to You at the End of August !
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.
