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.

Q2 2024 J.K. Financial, Inc. Newsletter … Last Minute Tax Savings … Early Investors Corner … Personal Stories Emergency Fund … Koyfin Introduction … Spousal Social Security … Inheritance Reminder of Shark Speech … By John Kvale CFA, CFP …

Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber

The New Norm, Corrected 1099’s dribble rather than come all at once! We watch constantly and let you know IMMEDIATELY … Hold off yet on Filing if possible … Friday … Newsletter at Printer!

AI Content Authenticity: Image was created by AI : 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 below…

Commercial Real Estate holdings (C.R.E.) by banks … The coming refinance … Not so concentrated loans as originally thought …

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 below the image when appropriate. Our buddies…