Protected: Investment Allocation Changes You May Have Seen Lately (Clients Only: Please Email Us for Password)
There is no excerpt because this is a protected post.
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.
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…
What Every Investor Wants to Do… Buy Low and Sell High, It’s Easy–But You Might Have to Feel Like a Dope
As a prelude to an article in our coming quarterly Newsletter, we wanted to go over the high points of the most desired investment philosophy of many investors, but for some reason often one of the most evasive, “buying low…
An Interesting Weekend of Sports and How it Relates to World Capital Markets
Avid golf fans watched in amazement as Tiger Woods lost his lead for the first time in 36 events to South Korean native, and current Southlake Texas resident, Y.E. Yang, marking the first time an Asian native has won an…
A Coiled Spring Being Held Down…Careful !
The Federal Reserve meeting press release, (see link below) gives us a bit of concern from an artificial market force. Here is the meat of the release in case you are having trouble with the link “As previously announced,…
Nouriel Roubini More In Line With Our View (Update from Q3 Newsletter)
In our last Newsletter (Q 3 2009), we commented that Nouriel Roubini a noted economist was one of our favorites, yet we did not totally agree with his timing of a recovery. Today he revised his comments, stating the recovery may…
Tax Strategies for Year End: It’s Not Too Early To Start Thinking About Next Year’s Taxes
As we enter the fall, we begin working on tax loss selling and capital gain neutralization strategies. As many of you are most certainly aware, Uncle Sam wants his fair share of our gains on taxable investments we have realized…