Hello and Welcome to our March 2025 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!
Be sure to catch the all new intro – we think it is really cool along with also very cool background music! Google Earth and AI music!
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 2025 Video
YouTube
Financial Planning Tip(s)
Tax Update –
Corrected Composites Taking their time
Later this week we will release all of those that have patiently waiting to file… thanks so much !!
The Tax Transcript – A last resort for information
As mentioned in our post here… as a last resort the Transcript may be the ticket for lost tax information!
“You may need to request a Transcript if you are uncertain that all items reported to the IRS have been received by yourself… Think change of address or recent move, taking care of a relatives information who may be forgetful or just not in receipt and unable to get a copy of a report that you know was sent to the IRS i.e. Bankruptcy”
Capital Market Comments
Slowdown Explained – Faster Participants
From this post about the slowdown explained
The Atlanta Fed GDP Estimate at the time…for the record it is much less negative now, but cluttered with another factor – hence the repeat graph
Again from our premier research providers – Headgeye …
Since our last update, 9 of 13 datapoints in our US GDP Nowcast have deteriorated, on the margin, while 4 have improved.“
- Could be natural Economic Cycle ….
- Could be government policy i.e. Executive Tariff pivots….
- Could be related to Mother Nature i.e. West Coast Fires ….
- Could be uncertainty of new policies…
Also on topic, this post about Capital Market structure reveals the newer, faster market participants!
Have a Great Day, Talk to You at the end of April!
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.
