Q 3 ES Payment for 2025 Reminder : This Monday September 15th! Annual Linking of Accounts Reminder/Notice … New Machines Coming at the office – Why and why you may want to check yours ?
J.K. Financial, Inc. ES PMT Reminder
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.
529 Distribution Watch Outs and Best Practices Reminders !
J.K. Financial, Inc. 529 Distribution
Exchange Traded Funds Part 8 FINAL – More ETF’s than Stocks! …. Are they just Mutual Funds reinvented?
J.K. Financial, Inc. ETF Proliferation
Didn’t Forget the Polymarkets …. Did forget the Week … ETF, 529 in the Queue!
J.K. Financial, Inc.
August 2025 Financial Planning and Capital Market Audio Video Review … Tax Law Update Continued … Rates from Powell … Global Market Update … By John Kvale CFA, CFP
August 2025 Review by John Kvale
Happy SUPER WEAK Wifi Friday ….
J.K. Financial, Inc. Happy Labor Day
Powell Signals Rate Decrease … Polymarkets Preview … First Early Fall Trip Begins ….
Powell Signals Rate Decrease -the rub is the apparent increase in expected CPI consumer price index I blunt measure of inflation. The problem with this lowering is it is stimulative and inflation is on the rise if estimates are correct, t
Exchange Traded Funds Part 7 – Fixed Income and Mismatching Liquidity …. Another caution!
J.K. Financial, Inc. ETF and Fixed Income
Friday before a long weekend next week – Labor Day … Get those Summer to do’s done!
J.K. Financial, Inc. Friday before Labor Day week
All eyes on Jerome Powell from Jackson Hole …. Possible Fireworks on Friday 22cnd at 10 am ET …. Will he signal lower short term rates ?
J.K. Financial, Inc. Powell at Jackson Hole