Merger Monday’s Again–Maybe
The early part of the week has proved to be interesting the last several weeks as mergers have become a regular occurence. Way back on January 6 2009, we posted a blog 2009 Key Market Items to Watch for this year. We…
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.
How to Set Up On-Line Account View and More (Clients)
To set up the ability to see your accounts on line is an easy process. If you do not have on-line Account View currently, please send us an email request with your preferred “Username” and we will have access set…
Shortened Hours Today (Friday Sept 4) and Out Monday
Cathy will be out today and Monday, Donald is traveling to relatives out of state and will be out Today and Tuesday, but will be back in his office on Wednesday. I will be in early today but leaving the office…
An Interesting Time with W. Michael Cox, Former Chief Economist of the Dallas Fed
Yesterday during lunch I had the good fortune to hear Michael Cox, Former Chief Economist of the Dallas Fed and currently Director, O’Neil Center for Global Markets and Freedom at Southern Methodist University. Mr. Cox had a few very interesting comments. The…
Rumors and Light Attendance = Selloff
As we near the end of summer, rumors, national events or any other headline has dramatic effects on the markets. Yesterday the markets had a pretty sharp down day. Not to minimize the impact of the day, but as a…
Protected: Investment Allocation Changes You May Have Seen Lately (Clients Only: Please Email Us for Password)
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End Of Summer Doldrums After Labor Day
With the headlines reading multiple up days in a row, which is certainly good news, keep in mind many of these days have been just by a hair, and summer doldrums are set to continue through labor day most likely.…
What Can Be Learned from Investment Experiences With Professional Athletes
Early in my career I had the opportunity to work with several NFL and former NFL professional athletes, and upon a visit earlier this week with an investor, a parallel of investment decisions in the current employment and business climate…
Bernanke Re-Appointed, To Be a Fly on The Wall
As word leaked out this morning that Fed Chairman Ben Bernanke will be reappointed to a second four year term a few items from Greenspan’s personal notes most recently printed in the book Maestro are worth noting. Greenspan noted in…
Age 67 and Still Going, Why We Do the Things We Really Enjoy!
On Wednesday night I had the good fortune to see an Englishman from Liverpool perform for a gruelling two and one half hours in a very warm environment and it struck me why he does this. This year marks my…