Clients/Clients Only – No action letters coming to your mailbox – Electronic to paper statement update …
No Action Letters on the Way - Electronic to Paper Delivery Update
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.
Handy Car Insurance Savings …. Again Idea from You in the Field …. If delayed repairs consider adjusting insurance …
POSSIBLE Auto Insurance savings if the shoe fits
July 2022 Financial Planning and Capital Market Review – Back to Basics Tax Return PLANNING – Legacy Health Coverage – Feds Pickle – Yield Curve Inverts – By John Kvale CFA, CFP
July 2022 Review - Tax Planning -Legacy Health Options - Recession - Pickle
Fed Raises Rates and then heads home for some R&R for over two months … Last Friday of July … Going Fast …
Fed Raises and then has two months off
Have you worked at a legacy company for a number of years? You may be eligible for some type of legacy health insurance from them !
Possible Bridge Health Insurance Options
The domestication of animals, dog really is the best friend?
Neat Timeline of Domestication of Animals from Visual Capitalist
Last Summer Get Away on the Horizon …. Friday
Last summer Vaca's on the Horizon
Why the Fed may be in a Pickle! CPI Inflation Hot … But Economy Slowing … According to Feds Own Research
Fed Pickle Situation
Bond Market Beats its Chest … Invertedly/Upside Down Yield Curve …. R – Word Predictor (Recession)
Yield Curve Inverts Sharply, R-Word Predictor
Bond Market Beats it’s Chest (Yield Curve Inversion) … Hot CPI gets a Yawn … Summer Doldrums ?
Summer Friday - Enjoy