Important Reminder of Holiday Next Monday June 19th 2023 … Money not to move … Bad Idea to move funds near a skeleton crew Summer Holiday…
Mind the new mostly National Holiday, Juneteenth!
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.
Fed Watch… All Eyes (not on Vacation-haha) On FOMC (Federal Open Market Committee) Rate Increase or NOT – NOT being most likely … CME Fed Tracker Review …
Fed Watch Week, No Raise Expected
ES Tax Payment 2 for 2023 Due Next Week! Wow that was fast! … Cyber Reminder, The Summer Brings them out … Friday …
ES # 2 Due Next Week - Watch those Clicks - Cyber Reminder
College/Student Loan Update – Forgiveness at Supreme Court ? … Payment Commencement Clock Ticking (60 days) …
Student Loan Update
Last Friday Employment Report Review – Payroll Employment Vs Unemployment Rate Vs Oil Prices … Very Mixed Signals …
Mixed Signals - Don't Let Our Guard Down!
Modern Day “Saw Sharpened” … Newsletter Research Findings … Summer Friday …
Saw Sharpened, Newsletter in the works!
May 2023 Audio Video Review – Buffet/Munger Words of Wisdom, Debt Ceiling, – Financial Planning and Capital Market Review – By John Kvale CFA, CFP
May 2023 Video Podcast Review -By John A. Kvale CFA, CFP
Memorial Day Weekend … Debt Ceiling Fizzle (So Far, Fingers Crossed) … School’s Out … Extended Weekend Week …
Happy Memorial Day Weekend!
Rates… Fastest Increase Review … Looking Forward for Effects … Newsletter Precursor …
Looking forward at Higher Rates Expectations
Form 5498 … Sneaky late arriving tax form can cause confusion … Reminder of purpose of said sneaky 5498 …
Form 5498 Reminder!