Tax Season Notes – Tax Statements Delivery Estimates … Early Birds getting the Worms!
J.K. Financial, Inc.
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.
Generational Wealth – Passing Wealth through Generations – Tips and Experiences …
One item that we run into almost continuously is the preparation in one form or another, for the transfer of Wealth. Undoubtedly you may have seen some of the statistics of the various names of age groups… just by chance…
January 2025 Financial Planning and Capital Market Audio Video Review … Homestead … Generations in 10 years … Humble Forecasts … By John Kvale CFA, CFP – Cool New Intro and Music!
January 2025 Review By John Kvale
10 Year Projections from Vanguard, Research Affiliates and GMO (7 year) … Humbling!
J.K. Financial, Inc.
Population allocations in 2035 from Visual Capitalist …. Baby Boomer Update …
J.K. Financial, Inc. Visual Capitalist Global Population in 2035
Weird Weather … Cold road trip … Friday …
Those not from the south… there is a saying, if you do not like the weather here… just wait a few minutes…. The Brain – who lives in the far south of Texas… rarely to ever see the white stuff……
Q1 Winter 2025 J.K. Financial, Inc. Newsletter … Multiple Awards … Allocation Change as Contributions Become Draw … Buffett Analysis … Still time for 2024 Tax Savings … HSA Update – Patience … By John Kvale CFA, CFP
Q 1 Winter 2025 J.K. Financial, Inc. Newsletter
Newsletter Complete …. MLK Day Monday Reminder …. Friday …
J.K. Financial, Inc.
Q4 2024 Review and Private Policy Statement
Well, that’s a wrap for 2024! Looking back over the last quarter of the year and the complete year for that matter, what an interesting journey it was. After concerns from the prior two years on the effects of one…
Interesting Mid-Week Chart … 2024 Warmest Year on Record?
J.K. Financial, Inc.