Update on Tax Documents
A total of 24 Tax documents dropped this week called “Corrected” … We jumped on it and started notifying about half of you lucky ones, only to find out the Corrected was actually just late, not corrected even though it was coded corrected… DOH! Better safe than sorry.
Let us know if you are having any troubles with your returns … we are reviewing now! Great work everyone on getting started early BUT … Oh if last year is any kind of benchmark, there was a major REAL corrected the last week of March and a small one the First week of April and then one super late corrected right up against the deadline! So no filing of those with complicated tax forms yet i.e. 1099 Misc – (!099 R only are good to go!)
Solving the Current Market Mystery – A Preview!
With several super friendly comments to us this week about Markets – Awesome work on keeping our wits about ourselves… The tentative plan is a detailed explanation of why and what market items are causing the movement, along with a likely Advanced Analysis Update… This is great airplane work along with the start of the Newsletter!
While it is never just one thing that moves Capital Markets, items are certainly identifiable such as Rate of Changes ROC, and with computer driving trading dominating much of the markets as well as the afore mentioned ODTE – short dated options!
Spring Break Next Week – Technology Tethered!
With multiple important transactions occurring next week…it is thankful that technology is our friend and while the office will be absent of motion, The Brain will be at his seat and technology tethering seamlessly!
Wedding and Time Change
Two favorite items also occur on Sunday… Wedding… yay .. a Niece getting married – Congrats!!! And the time change (hoping last time change we experience as there is much talk of keeping it!)
Happy Friday.. Enjoy your weekend!
John A. Kvale CFA, CFP
AI Content Authenticity: AI created several images. All of the following text 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 when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
