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

Investing/Financial Planning, John Kvale, Personal

States Considering Data Center Restrictions …. A Surprising group …

J.K. Financial, Inc.

John Kvale CFA, CFP
April 8, 2026

General Financial Planning, Investing/Financial Planning, John Kvale, Personal, Tax Related

Holiday Week Reminder … On the Road QUICK trip … Thursday Post …

J.K. Financial, Inc.

John Kvale CFA, CFP
April 2, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Retirement Planning, Tax Related, Video

March 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tax Tips and Savings … Sensible Markets … By John Kvale CFA, CFP

March 2026 Review by John Kvale

John Kvale CFA, CFP
April 1, 2026

Economy, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments

Making Sense of the Current Markets …. There is some logic!

J.K. Financial, Inc.

John Kvale CFA, CFP
March 30, 2026

Clients/Clients Only, Investing/Financial Planning, John Kvale, Personal, Tax Related

Corrected Tax documents mostly done … Items creating overpaying of taxes as we hit the home stretch, some possibly never recovered ! Friday – Available to send documents over the weekend !!

BREAK IN – Corrected Tax forms for us are clear so far and we likely will not have more later in the season! Green Lights to file! – Literally so focused on the findings almost forgot to tell you!! With…