Private Credit
Back in April of 2024 (Wow those two years flew by!) we first spoke about Private Credit …. Here is the post …
“As popularity of new Asset Classes grow, we like to keep a watchful eye. Rapid growth in an Asset Class can, historically speaking, lead to an overly aggressive participation and some time unknown danger.”

With two years removed… time for a review soon!! Just a heads up!

Crude Mood
Much like a Thermometer … if you want to know how the Geo Conflict (and Capital Market mood) is going, look no further than our continued talks on Oil… specifically Crude !


Tax Forms
With another round of corrected ‘s this week under our belt…we appreciate you guys waiting patiently at the starting gate !

A likely release next week after the latest Corrected Run on tax forms!! But lets make sure there is not a big bunch in the drop first!
Have a Good Weekend! – Talk next week!
John A. Kvale CFA, CFP
AI Content Authenticity: AI creted the lady at the starting gate. 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.


