Fraud and Cyber Reminder – AGAIN – Where do over 95% of the intrusions come from?
Cyber Updates and Ideas for staying safe
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.
First Quarter 2023 Review, Advanced Analysis Pilot, Tax Season, Interest Rate Anniversary
First Quarter 2023 Review Fourth Quarter Look Ahead
Short Week – Busiest Wire Day of the Year and Heavy Mail Reminder, Plan Accordingly or Avoidingly – Happy Good Friday!
Watch out for busy around Tax Deadline day
March 2023 – Financial Planning and Capital Market Review – Taxes, Corrected 1099, No Form Reminder – Coco Bonds Via Advanced Analysis, FOMC Pickle Situation Resolutions – Great Content Video By John Kvale CFA, CFP
March 2023 Review -Taxes - FOMC Pickle
Q2 2023 J.K. Financial, Inc. Newsletter … Tax Reminders – Still time for 2022 Savings … M2 Pilot Advanced Analysis Series Review … By John Kvale CFA, CFP …
Q 2 2023 J.K. Financial, Inc. Newsletter, Taxes, M2, Advanced Analysis
Global Happiness – The worlds Happiest Countries another fun Chart from Visual Capitalist ….
Global Happiness - Visual Capitalist
CoCo Bonds – Contingent Convertible aka AT 1 Bonds – Advanced Analysis Part 3 of ? BREAK IN: Do NOT add to a Bank Run – Easier than you think to Accidentally Do!
Coco Bonds Explained - A European thing
Updated Blog Site – Zoom Zoom – Nice – Had to anyway … Friday – Newsletter Complete ….
New Blog Site
Green Light on Taxes – Corrected 1099 Out – You Lucky One have already been contacted!
Corrected 1099 Out - Only One!
Fed Week, Tough Decisions … New “Happy Bank” Back Stop Facility – The BTFP – Bank Term Funding Loan Program … Bank Headlines Continue – Reminder Thought On Late Cycle Headlines …
BTFP - Bank Term Funding Loan Program Created