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: 2643
Comments: 1

Clients/Clients Only, Education, Investing/Financial Planning

Clients/Clients Only…. You Overachievers… Some Great To Do’s and some Please don’t touch – No to Beneficiary Updates … Associated with the Merger and Logging in Online….

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…

John Kvale CFA, CFP
October 4, 2023

Audio, Economy, Education, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

September 2023 Audio Video Review – Break In – Merger Update – Shutdown Averted, For at least 44 Days – Meet the Koyfin – Financial Planning and Capital Market Review – By John Kvale CFA, CFP

August 2023 Video Podcast Review -By John A. Kvale CFA, CFP

John Kvale CFA, CFP
October 2, 2023

Investing/Financial Planning, John Kvale, Market Comments, Personal

US Government Shutdown Likely this Time, Length is the Unknown…. Friday from North East Trip …

Government Shutdown Likely

John Kvale CFA, CFP
September 29, 2023

Debt - Debt Management, Donald Capone, Economy, FOMC, Forecast, General Financial Planning, Interest Rates, Investing/Financial Planning, Jen Hill, John Kvale, Market Comments, Newsletters, Personal, Podcast, Video

Q4 2023 J.K. Financial, Inc. Newsletter … Good News on Interest Rates for Pensions and Pension Recipients, What? … Don’t Fight the FED Are we Fighting the Fed? Yes … Important True-Up Reminders for Year End Deadlines i.e. 401k … Handy Cyber Tips and Tricks … RMD Age Date Changes and Others … By John Kvale CFA, CFP …

Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber

John Kvale CFA, CFP
September 27, 2023

Education, Investing/Financial Planning, Reminder, Retirement Planning

Reminders of Important “Line in the Sand” Age-Related Dates that have Recently Changed …

Important Age Dates to Remember - Some have Changed

John Kvale CFA, CFP
September 25, 2023

Education, Interest Rates, Investing/Financial Planning, Retirement Planning

Really Good News about Higher Interest Rates, Huh? Pension Plans are Funded… Likely No More Lump Sum Offers… Finally Ok to Talk about, Copyright Approved …

Higher Interest Rates Lead to Pension Plan Funding

John Kvale CFA, CFP
September 20, 2023

Education, Investing/Financial Planning

What Powers “Electricity” Across the Globe? Coal! Yep Coal ….Wow …. From our Buddies at Visual Capitalist

The Power of Electricity

John Kvale CFA, CFP
September 18, 2023

Clients/Clients Only, Donald Capone, Education, Jen Hill, John Kvale, Personal

The Fun Part of Happy Enthusiasm …. Friday

Enjoying "Work"

John Kvale CFA, CFP
September 15, 2023

Cyber, Education, General Financial Planning

MGM Resorts Hit by Cyber – Timely Newsletter Reference….

MGM gets hacked

John Kvale CFA, CFP
September 13, 2023