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.

Joined: November 28, 2008
Articles: 2658
Comments: 1

Clients/Clients Only, John Kvale, Personal

Updates from the Whirlwind Tech conference … Pictures and Findings … AI all the rage …

While much of our talks here are informational and frankly explaining items we find that are not completely clear from other sources …. This venue also serves as a public diary of sorts … writing them forces clarity, organization, and…

John Kvale CFA, CFP
February 19, 2025

John Kvale, Personal

Presidents Day Weekend Holiday … Banks, Government Offices Closed … Friday ….

J.K. Financial, Inc.

John Kvale CFA, CFP
February 14, 2025

Economy, General Financial Planning, Investing/Financial Planning, Market Comments

What are Tariffs and How do they work? From USA Facts …

J.K. Financial, Inc. Tariffs

John Kvale CFA, CFP
February 12, 2025

Early Investors, Estate Planning, General Financial Planning, Investing/Financial Planning

The Importance of Estate Planning for the Young, And Young Families … An Early Investors Special

J.K. Financial, Inc. Early Investors need for Estate Documents

John Kvale CFA, CFP
February 10, 2025
1 Comment

Investing/Financial Planning, Retirement Planning, Social Security, Tom Clark

Tom Clark Social Security Expert Fairness Act Information … Friday …. Flu … Careful out there !

Farness Act Tom Clark

John Kvale CFA, CFP
February 7, 2025

Clients/Clients Only, Investing/Financial Planning, Tax Related

Tax Season Notes – Tax Statements Delivery Estimates … Early Birds getting the Worms!

J.K. Financial, Inc.

John Kvale CFA, CFP
February 5, 2025

Estate Planning, General Financial Planning, Investing/Financial Planning

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…