As we have happily mentioned, the merger under the Schwab umbrella has gone nearly seamless, and only confusing in a few points. One of those points are items to update, and some items that we should not touch! An item…
Apartment List Research Department hit our in box earlier this week with an interesting statistic…with Copyright permission from earlier, we are gladly sharing…. Hope you find it as interesting as we do! From Apartment List – More Spare Bedrooms than…
Late last week the non work research email received the following update from the IRS….. This announcement is more directly related to Federal income related tax rates/levels not as much retirement or gifting and again….is not in a great format….…
Happy Friday and Happy Reminder for our 27th Annual Party!!! The festivities are One week from Tomorrow … 3-5 PM – November 18th at Dallas Athletic Club… Let Jen know at jen@jkfinancialinc.com as we will be happily tallying the final…
With a road trip happening as you read this…. was a bit short on time for our mid-week post…. links in this post explain a lot…. Wanted to draw your attention to the move in US Treasury yields/bonds (and show…
Take a Peek at your YTD deferrals to make sure you are on track to meet you contribution goals
What inflation? According to the IRS… Certainly not going to argue with a raise, but WOW is it tiny! From this IRS press release on Nov 1, 2023: Highlights of changes for 2024 The contribution limit for employees who participate…
Kastle a nationwide security provider….. obviously with their hands on some of the most interesting data: Office Occupancy With 2600 buildings in 138 cities…. the current occupancy rate is 50%! Check out the 2020 Comps versus 2023 broken down by…
On Thursday, October 26, 2023, the BEA (Bureau of Economic Analysis) released the Advanced Estimate aka first try at the Q3 2023 GDP for the US Economy…. As a quick reminder, GDP is one of the broadest measures of US…
With the conclusion of a fast and furious, but VERY fun trip over the last 36 hours…. Back in the saddle … kinda for the last day of the week…. an interesting topic occurred while on the trip…. Early am…
