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……
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.
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.
Did You Buy a New Primary Residence Last Year? – Homesteading Your Property – Most States are January 1st Residence Requirement – Possible Property Tax Savings –
Homestead Exemption Property Tax Savings Reminder
Reminder and tips for final ES Payment of 2024! It’s Due Middle of Next Week ….
J.K. Financial, Inc.
Holiday Tomorrow in Memory of President Jimmy Carter … Gemini comments ….
J.K. Financial, Inc.
Last Minute New Laws … Seasonal Newsletter … Special Birthday – Happy 97th Dad!
J.K. Financial, Inc.
December 2024 Financial Planning and Capital Market Audio Video Review – Fraud Reminder Zelle … FINCEN Mess … Goals and Resolutions … VIX … By John Kvale CFA, CFP
December 2014 Review By John Kvale