December 2023 Audio Video Review, New Site, Fed Pivots – By John Kvale CFA, CFP
December 2023 Video Podcast Review -By John A. Kvale CFA, CFP
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.
Third time is a Charm, New Site up and Running, Wow ! Hello 2024!
New Site, New Year - YAY
Our Posts/Articles … History, Goal, Biggest Compliment, 4600 Views, 3800 Sources, Worldwide! … New Site under Construction!
Why the name ? As the name of our blog implies… Street-Cents …. when over a decade ago we thought of the name, it was a fun pun, with Cents and sense being the inferred word switch… For the record…
Fed Pivots, Party On Garth, No Grinch but Hold on! Work to be Done!
The Elephant in the room is the Fed (FOMC- Led by Jerome Powell, Federal Open Market Committee) Pivot – More in just a second… Party on Garth ? Being glass half full folks, it is once again hard to temper…
Happy Friday … Holiday Travels Begin … Remotely Tethered … In and out of the Office …
After fun, but seemingly continuous travels… the family is all done with school, and with hopes of good Concentration we are headed away for a few days to spend together for the Holidays…. The way the calendar falls this year,…
Government Debt as a % of GDP, Ranked by Large Counties – Visual Capitalists…
While there are a lot of ways to express this, as expected our buds at Visual Capitalist are doing it very well, easy to understand and great graphics… Tried to get the actual template to copy, but had to snapshot…
When Concentration is a Bad thing! (Not for Students/Finals) – Newsletter Abstract timely Article …
Hopefully the 16 year old will not read this post, ESPECIALLY during Finals week! eekkk – but this is not the type of Concentration we are speaking on…. Spoke about this a bit before in our Q 3 Report and…
Fun Travels in the Rear View Mirror and Fun Travels in Front … Friday Before Final Week of School and Holiday Season … Hesitation for the New Site Here … Plunge will be taken … Newsletter Taking Shape …
With travels down South for the Houston Holiday Party concluding and fun travels next week…. The travel related advantage points are happily stacking up, and the Holiday Season is Coming FAST…. Especially with the weird Calendar this year — Did…
One More item about Taxes … IRS Back Peddles … Maybe? Beneficiary Required Minimum Distribution Jostling – Ignoring the 10 Year Empty Rule ….
While proudly showing our neat new Tax Cheat Sheet… since we are talking taxes …. The following is a partial article from our Q 1 2024 – (yep, 24 is here) … Newsletter… This subject has already come up several…
Proudly OUR OWN 2024 Tax Rates, Rules, Levels, % Holdings and Data – The whole Enchilada … YAY … In Great Format and Printable for YOU! … Now posted on our Blog Site … Special Highlights to Frequent Uses and Questions …
Last year, right around this time, after the new tax law levels were released from the various entities, mostly the IRS, we happily struggled to put together a reasonably formatted CHEAT SHEET, for lack of a better term. But after…