Hello and Welcome to our December 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!
December 2024 Video Woo Hoo!
YouTube
Financial Planning Tip(s)
Fraud reminder – Zelle Example
In this reminder post … a terrific try at getting someone to transfer $5k over via Zelle…
What stood out about this scam was the preconceived way the call was transferred over to a “Boss” and then attempted push for Zelle transfer…
The recipient of this scam is very sharp, very familiar with scams and while not taken, at first gave the benefit of the doubt!
Do not let your guards down!
FINCEN – LLC – CTA – BOI – What a Mess .
Deadline is who knows! At the time of this post the third change has been make and this deadline is off!
We will keep you posted!
Favorite Goals/Resolutions
Our favorite Goals questions from this post:
Write down at least 3 of your most proud items professionally and personally AND then at least 3 you want to improve/shortcoming!
Simple, straight forward, not daunting, and easily achievable!
Capital Market Comments
VIX – Pops… Taking Notice!
Taking note of a risk measure that went relatively unmentioned!
Have a Great Day, Talk to You at the end of January in 2025 !
John A. Kvale CFA, CFP
AI Content Authenticity: – Several of the pictures were created by AI. 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.
