John Kvale CFA, CFP

John Kvale CFA, CFP

Investment Professional managing a Total Wealth Practice firm in Dallas Texas with clients in 20+ states in the USA and 6 different countries around the world. Avid golfer, marathoner and hopeful ironman competitor. Married with two children.
  • Joined: November 28, 2008
  • Articles: 2658
  • Comments: 1

Winter 2026 J.K. Financial, Inc. Newsletter … RMD … Charitable Giving tricks and reminders … QDC’s … ETF Explosion – Good Bad and Ugly … Ripley’s Sigourney Weaver … AI overbuild ? … By John Kvale CFA, CFP

Cover header and article section of the J.K. Financial, Inc. Fall 2026 newsletter. The top banner displays the firm name, address in Dallas, TX, Registered Investment Advisor designation, and the Street Cents logo alongside a photo of the Wall Street Charging Bull. The main article features a headshot of John A. Kvale, CFA, CFP®, titled "Year-end housekeeping: Reminders, best practices, updates" focusing on RMDs, Charitable Donations, and QCDs.

RMD ... Charitable Giving tricks and reminders ... QDC's ... ETF Explosion - Good Bad and Ugly ... Ripley's Sigourney Weaver ... AI overbuild ?

October 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Donation Write off for Non Itemizers … COLA for Social … Crude Rates Bedfellow Separate, Fiber Cyber Railroads and AI Parallel … By John Kvale CFA, CFP

October 2026 Financial Planning and Capital Market Review featuring John Kvale, CFA, CFP®, with highlights on charitable tax deductions, Social Security COLA, fiber optics, AI, and railroad investment parallels.

October 2026 Financial Planning and Capital Market Audio Video Podcast format Review