Tax Season Reflections while it is still fresh … Remember this Friday is a Holiday!
J.K. Financial, Inc. Tax Season Reflections, Holiday 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.
Q1 2025 Review – Stamina Lost, Inconclusive Ending …
As the turn of the calendar occurred in the quarter century mark of the 2000s, the start of the year andthe quarter looked much like any other. However, as the quarter progressed, capital markets seemed to lose their stamina and…
Federal Tax Extension Reminder …. Masters Weekend before shortened next work week …
J.K. Financial, Inc. Tax Extension - Masters
Three Interesting Items of Relief from Recent Events … Mortgage Rates kinda, Auto Fill up prices, Some Grocery Prices …
J.K. Financial, Inc.
Give a Young Earner a Roth … A Donor’s Heads Up/Reminder!
Give a Roth, likely Better than being spent!
Market Comments – The boy that cried wolf? Nope! China Counters … Friday …..
Sometimes we hope that we are incorrect, but this time as mentioned here and again here in our video and one more time here, we are not surprised by Capital Markets drama … In true, the “Boy that Cried Wolf”…
The Wait is Over, Good to File those Tax Returns …
J.K. Financial, Inc.
March 2025 Financial Planning and Capital Market Audio Video Review … Snail like Corrected Tax Forms … Transcript … Slowdown Explained … Faster Market Participants … By John Kvale CFA, CFP – New Recording System
February 2025 Review By John Kvale
Still Waiting on Corrected Tax Forms … Possible Market Winds Next Week … The 20 Year old Adventurous daughter lands in Tokyo for four months … Friday …
Tax forms Update – Crickets Not blaming others, but we do not control Corrected Tax forms and they were supposed to be out this week… So Far… Crickets… Next week we move forward by mid week no matter … Thanks…
As a last resort for your Tax information reported to the IRS – The Transcript … What Why and How to get yours if needed!
J.K. Financial, Inc. Requesting an IRS Transcript