ES Tax Payment 3 for 2023 Due Next Week! Merger Helpers, Thanks for all the Help!! Newsletter Begins… Friday …
ES # 3 2023 Due Next Week!
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.
Clients – Y2K it is…. Merger goes GREAT – Old Theme Leads to Weak Link Here at street-cents.com … for the Moment …
Merger Goes Great!
August 2023 Audio Video Review – The Brain Tests the Systems- Social Security Statement/Web View Reminder – Four Downgrades Reviewed – Financial Planning and Capital Market Review – By John Kvale CFA, CFP
August 2023 Video Podcast Review -By John A. Kvale CFA, CFP
A Video Game Review – Learning the World and Country Economics – Rise of Nations
Rise of Nations gets an "OK"
As expected (but were starting to worry) IRS FINALLY Punts on a hurried rule (Part of Secure Act 2.0) by pushing it out to 2026… Whew – Income Related Roth Mandate for Retirement Catchup is Pushed out…. Too Sketchy to Implement …
Income Related Roth Mandate Pushed to 2026
Preview of a Big End of Summer Weekend … Donald “The Brain” At it again, Possible Helper in the Merger … Second to Last Unofficial Friday before Summer’s End …
Second to last Unofficial Weekend of Summer
Year to Date Bankruptcies … Some Familiar, and others Not so familiar…. Visual Capitalist Follow On Credit Agency Warnings …
Bankruptcies = Credit Cycle Damages
Fitch threatens more downgrades including the Symbolic Biggest bank, JPMorgan …. Not surprising, Interest Rates Move Up!
Fitch sends another Credit Warning Balloon !
Clients – Good time to Set up your Schwab Account View – They’re Here! – College Begins…
Get that account View et up!
Why We really like YouTube and How We use it!
YouTube Uses and Examples