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.
Scared Straight!
Today, an Investor’s Business Daily poll showed that 2/3rds (66%) of Americans think media coverage of the current economy is sensationalistic. As a regular part of my evening watching, I avoid the 6 p.m. news due to the negativity that usually…
Update on 2009 Key Items to Watch; Comments By Geithner Yesterday Addressed Our Item Number 3
As a continuation of our prior post “2009 Key Items to Watch” see link for complete post : We have noted that two of the four items have had positive movement; yesterday, Treasury Secretary Timothy Geithner leaked word to the…
President’s Day Holiday Honored Monday, Feb. 16, 2009
Monday, Feb. 16, 2009, Equity and Fixed Income Market will be closed in honor of President’s Day. Friday, Fixed Income markets will close early and many traders will depart for a much-needed long weekend. Many times a holiday-lengthened weekend results in low trading volume across all…
Honeymoon Over for Treasury Secretary Tim Geithner
Traders can be trigger happy and so can investors at times. The new US Treasury Secretary delivered only words and little details today concerning the stimulus plan. Traders and investors took note and ran. Unfortunately, the plan was much of…
Obama’s Delivery and Points in His Speech, A+
Last night (Tuesday, Feb. 9, 2009) as Barack answered questions and delivered his message, I was positively surprised at a few of the priorities of his goals. In the middle of his talk, he delivered a three point message: 1.…
Confusion In the Investment Community, A Personal Experience (Watch the Axe!)
This Saturday morning (Feb. 7, 2009) I found myself dashing up the North Texas Tollway, running slightly late for a 7:30 a.m. Financial Planning Association meeting. Finding a void in my regular sports channel radio talk station, I scanned…
Finally The Possibility of a Wonderful New Investment Tool: The VIX ETN
We have long awaited for a VIX ETN and much to our surprise Barclays has just rolled out two new VIX ETN’s. First in the interest of space, should you need a quick review of what an ETN is please follow…
Possible Changes in your 401k Deferral Needed: The Even Only Match!
A new and somewhat puzzling phenomenon we have seen this year with several very large corporate companies is an “even only matching policy.” An even only matching policy is our nick name for a company policy that will not match your…
2009 Key Market Items to Watch Update from Jan 6, 2009
As an update to our post earlier on items we are watching, we thought it a good time to review our key items from our Jan 6, 2009 post. 1. Very short term treasury rates need to rise. Currently…