Snow melting … End of a busy week … Possible next week topics ….
J.K. Financial, Inc.
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.
Latest Cyber Phishing and email scam examples … A lot of them! Be careful and keep your guards up!
As mentioned in our preview post last week… and the first “REAL” good example then…. the Cyber tricksters are out in full force… After a few repeated occurrences, the cell screen shot was in full order…. Then they kept piling…
January 2026 (Yikes – Already!) Financial Planning and Capital Market Audio Video Podcast format Review … Tax Time Lines and 2026 Master Sheet … Kevin Warsh on Deck as FOMC Chair … By John Kvale CFA, CFP
December 2025 Review by John Kvale
Retry on Overconfident Snow spill … Preview of REALLY good Spam – Be Careful … Friday …
J.K. Financial, Inc.
From the Conference …. The Storm did come – Overconfident Blooper Fall & Terrific Audio …
J.K. Financial, Inc.
Tax Time Lines … Important Dates … 2026 Super Tax Sheet …
J.K. Financial, Inc. Tax Stuff
Temps to Drop across the US … National slow internet … Promised Tax items Monday along with hopeful departure to Vendor Event ….
J.K. Financial, Inc.
Q4 2025 Review, Start to 2026, Annual Private Policy, ADV and CRS (Client Relationship Summary) delivery – Clients
J.K. Financial, Inc.
Holiday Weekend – Monday MLK … Preview of Homework for you guys … Friday …
J.K. Financial, Inc.
Groundhog Tariff Talk Reminder … Watching Interest Rates among other items ….
J.K. Financial, Inc. Groundhog Tariff