Second Quarter 2023 Review, Dickens Best and Worst of Times , Party Like its 1999 !
Second Quarter 2023 Review Fourth Quarter Look Ahead
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.
June 2023 Audio Video Review -Student Loan Update – Candid Kaplan Review – Financial Planning and Capital Market Review – By John Kvale CFA, CFP
June 2023 Video Podcast Review -By John A. Kvale CFA, CFP
Q3 2023 J.K. Financial, Inc. Newsletter … Rate Increases re-review Forward Looking Effects- Research Affiliates Robert Arnott 10 Year Expectations … What we are doing this Summer … By John Kvale CFA, CFP …
Q 3 2023 J.K. Financial, Inc. Newsletter, Expected Returns, New Allocations , Summer Plans
Robert Kaplan Speaks Candidly, Echoes Our Main Thoughts for the Newsletter – NICE – There is Still Stimulus out there and Higher for Longer!
Kaplan Talks FOMC and Powell, Candidly
Summer Friday before Oddly Dated July 4th Holiday ! Office Hours – Lonely Monday …
Happy Early 4th of July !
Heads up for a Negative Response Letter/Email/Contact … Easiest Task Ever to Complete – No Action Required (Clients/Clients Only) …
Negative Consent Contact Coming !
Our friend Peter Zeihan Explains the Latest Geopolitics, Russia and Ukraine … 500k Followers and 1 Million Views in less than 24 hours …
Peter Zeihan gets the goods on Russia Ukraine
First Day of Summer Welcomed By a Broken Air Conditioner … Newsletter Complete, Well Almost …
Appreciate Your AC and Enjoy your Weekend
AI – It is cool, but maybe not THAT cool! Temper that Enthusiasm….
Cooling Jets on AI - Cool but not too cool!
Unique Sneak Peek at LA via Sporting Event (US Open Golf) … Father’s Day Long Weekend … Summer Friday …
Happy Father's Day Weekend!