New Year’s Resolution Time
This is the time of the year that we all take a moment and reflect on the things we want to do different and better for our New Year. We are digressing from the usual health, weight, and family ideas, to give you…
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.
Quadruple Witching in Lighter Volume than Normal
Witching or Options Expiration happens today, early in the morning Index and Futures expire, then late in the day as the markets close, Single Stock and ETF options expire, making the tally four total, such the Quadruple term. Options, in our simplistic…
Federal Reserve Announcement Today at 1:15 PM Central, No Change Expected, Searching for Clues for the Future
Today at 1:15 PM CST the Federal Open Market Committee () will release it’s statement concerning the state of the economy, and most importantly, the board’s vote on short-term interest rates. While most expect no change in the Fed’s current zero interest rate…
Meeting Today at Whitehouse with Head of Banks
President Obama set the tone of a top banker meeting at the Whitehouse this morning with a 60 minute interview last night calling some of his guests “Fat Cats.” http://www.cbsnews.com/video/watch/?id=5975092n&tag=api A meeting with top bankers, pre-scheduled several weeks earlier, should be…
Puzzling Money Flows From Investors According to Investment Company Institute
According to the Investment Company Institute () a National Associations for Investment Companies (Mutual Funds), money flows from investors continues to move towards fixed income/bond investments. Typically the numbers from ICI, which we follow closely, give professional investors an idea of what…
Thanks for All the Wonderful Guests at the Holiday Party
With another great showing at our Holiday Party on Saturday night, I wanted to thank you all who took time to come by, eat, drink, and have a few laughs. After 14 consecutive years of having the party, we realized Saturday afternoon/evening is a…
Estate Tax Exemption Legislation, Ball In Senate’s Court–Keeping Close Watch
The race is on to hammer out a new Estate Tax Exemption amount prior to the end of the year, 12-31-09. As a refresher on this tax; Estate Tax is the tax owed the Federal Government when the last heir of…
November 2009 Monthly Electronic Statements Are Ready
For those who use Electronic statement delivery, your November statements have been posted and can be viewed by clicking the “Account View” tab on our site at http://www.jkfincialinc.com or the Client Account View Link on the upper right hand portion of…
Black Friday, Cyber Monday Update– The Winner “Suzie the Saver”!
As a quick update from last weeks humorous duo of fabricated personalities, we wanted to give you a quick status report. It appears as if “Sammy the Spender” did make a few runs to the store, but was trumped by “Suzie…
DRIP’S, Like Buggy Whips, Not for Today’s Investor
Over the latest Holiday lengthened weekend after seeing at least three airings of DRIP or Dividend Re-Investment Plan recommendations, I wanted to pen a post to give the dark side of DRIP plans. What’s a DRIP? A Dividend Re-investment Plan is a legacy, and somewhat…