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: 2603
Comments: 1

John Kvale, Personal

Happy Fourth of July Holiday Weekend …

Fourth of July Image, Fireworks over New York city at night to set the scene. A wide, high-clarity 35mm photograph capturing a dramatic night view of the New York City skyline during a Fourth of July celebration. Multiple large, vibrant fireworks explode in brilliant starbursts of red, white, and blue directly over the East River, illuminating the water below. In the foreground, the lit-up spans of the Brooklyn Bridge stretch across the river, while numerous small boats dot the dark water to watch the show. The dense Manhattan skyline features iconic, brightly lit skyscrapers, including One World Trade Center, under a dark sky mixed with faint smoke from the pyrotechnics. In the lower right corner, the silhouettes of a few spectators and camera tripods are visible on a rooftop overlooking the scene.

J.K. Financial, Inc. Happy Fourth of July

John Kvale CFA, CFP
July 3, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Monthly Review, Personal, Podcast, Retirement Planning, Video

June 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Try before you Buy … AI vs Dot.com … Kevin Warsh first dance … By John Kvale CFA, CFP

A detailed educational infographic titled "JUNE 2026 VIDEO REVIEW: FINANCIAL PLANNING, AI DEBATE & CAPITAL MARKETS." The header includes "HEDGEYE RESEARCH INSIGHTS" and a footer "TALK AT END OF JULY - 2026." The infographic is divided into three primary vertical columns on a light blue background with glowing teal highlights, featuring graphs, buildings, and financial symbols. The first column (left), labeled "TRY BEFORE YOU BUY - RESIDENCE PREPLANNING," features a central house with a "TRY IT" tag. Surrounding circles illustrate relocation factors: "NEIGHBORHOODS & ASCETICS" with a magnifying glass on houses; "CLIMATE & HEALTH CARE" with a weather globe; "PEOPLE & TRAVEL ACCESS" with a map and airplane; and "DENSITY" with a bar chart; and a path for "OUTDOOR" and "PARKS, NATURE & ADVENTURE." The second column (center), titled "AI HYPE VS. REALITY," has a large balance scale. The left pan weighs "THE MONETIZATION OF FEAR." The right pan holds an AI robot hand passing documents to a person, labeled "MEDICAL ADVANCES" and "NEW MEDICINES LIFE SAVING PROCEDURES." Below, a banner reads "GALLOWAY: FEAR AS A STRATEGY." A section for "OUR VIEWS" includes bullets: "SLOWED ENTRY-LEVEL JOBS," "GREAT INDUSTRY CHANGES, CAUTION NEEDED," and "AI DATA CENTERS IMPROVES RESOURCE RESOURCE EFFICIENCY," with a diagram of server racks. The third column (right), labeled "CAPITAL MARKET COMMENTS" with a banner "KEVIN WARSH'S FIRST DANCE," shows a man in a business suit gesturing by a "USD" bank building. Pointing indicators detail "LOWER RATE FRIENDLY STANCE," "LESS FOMC COMMENTS," "PREDICTING LOWER CPI / INFLATION PEAK" (with a downward-trending graph), and a final bullet: "MAJOR CHALLENGE: LOWERING BALANCE SHEET / NO MORE STIMULUS."

June 2026 Review by John Kvale

John Kvale CFA, CFP
July 1, 2026

Investing/Financial Planning, John Kvale, Newsletters, Personal, Podcast, Retirement Planning, Tax Related, Video

Summer 2026 J.K. Financial, Inc. Newsletter … Oil, CPI, Coming good Comparables … Tax Findings, Biggest Savings ever … Spoiled by Short Market Dips … AI Blackmails a person … Mandatory Roth 401k Reminder By John Kvale CFA, CFP

Winter 2026 J.K. Financial, Inc. Newsletter 2025 Tax Savings STILL Available ... Donation Roth ... AI - The Good the Bad the Ugly ... Jumping the Standard Deduction .

John Kvale CFA, CFP
June 29, 2026

General Financial Planning, Investing/Financial Planning, Monthly Review, Newsletters

Getting ready for two Videos, Newsletter and June review, Wow it is really going fast!

Some time back, we purposely adjusted the Newsletter schedule in order to get off the regular Quarterly treadmill and have more of a News, Tax, Events, and as needed longer form, longer term delivery. We still really like the novelty…