Hello and Welcome to our April 2026 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 shortened podcast like audio format as well as a 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!
April 2026 Video
YouTube
Financial Planning Tip(s)
Travel Tips – Inheritance Heirship Updated Findings – No Burning Bridges
Travel Tips for the Summer
In our Travel Tips Part 1 of an accidental two part series due to length…. we re-review our favorite travel app … Tripit along with some of the neat features…
“This app has paid for itself 10 times over at least in the past few years” It knows the price you paid and watches for price drops and gives you a text, and email when this happens! Wow…
Another great feature, again from the article ….
“You need to go now to make your flight!” is the text you will receive if you are cutting it close … Whew… This is also handy if your meeting is running long … Showing this text makes for an easier exit !
Also the differences we have found in Airbnb and VRBO along with some tips we have learned… Most importantly, the cancellation policy…
In Part 2 of our fun Trip Tips post series, we review getting there aka booking flights, points and careful credit card usage…
Pick as few Card carriers as possible i.e No clothing or specialty cards generally.
Focus on a just few and your status, points, and accumulation, will likely occur faster than you expect.
Updated Inheritance Heirship Findings
While still skeptical of the statistics, we dug deep into many different sources only to find, at least the sources we scouted had relatively down beat statistics on Heirs continuing the legacy…. Oh.. this turned into a two part series as well, with the second part still in completion phase… Click on the quotes for Links to the source article, which were included here in our Inheritance post
Again, while skeptical, we will discuss the Tips we have seen most successful in our expierences…
No Burning of Bridges
Literally while watching sports in the background and completing our planned shortened Friday post with an apology for a Compliance email that did not mention any action needed, the news finally broke that the LIV Golf tour had lost funding….
Every year we are honored and happy to help maneuver through touchy situations with employment, contracts and general situations…
“Do NOT burn any bridges!”
Hey it is a very small world, bad Karma and just does not feel good… the short term good feeling of being mean will be overwhelmed by the longer term negatives!! Heck … we may even make the world better just a little bit, which is a good thing too!!!
There is an entire professional Golf league that lost its funding yesterday!! Many Burnt Bridges occurred when the league was formed and stones were thrown !! Don’t do it … never turns out good and the negative is just not worth it!
Capital Market Comments
Making Cents of the Senseless Markets
The lowest returning equity component in this collage is none other than the very popular S&P 500!
Diversification
Have a Great Day talk to You at the end of May – 2026!
John A. Kvale CFA, CFP
AI Content Authenticity: -. AI created the flight image and the burnt bridge image. 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.
