If you are going to Forecast get the whole thing out there
So after much thought and personal debate, a break in a personal promise was made to step out and pontificate somewhat… BUT our email delivery of our mid-week story about AI v the Dot.com looked like this on your cell email…

Ok…If I am going to step out, break the rules of forecasting … then lets be sure you get the whole enchilada…
Here is the complete list

So that was the complete list….those with non cell devices saw the entire list…

Clients/Clients only – The annual notice of account linking we have on file for you….

Only action is to see if you have something we need to delete… Just reach out if you see anthing!

Flying Solo Next week
We make it a point and goal to never overlap in time out of the office… last few years Spring Break has been tough, but that is fixed now with all the chicks out of the nest …
BUT next week is an unusual double leaving yours truly flying solo!
Ahhhh…that is all next week, today is a Friday, enjoy your weekend and talk next week!
John A. Kvale CFA, CFP
AI Content Authenticity: 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.


