New 401k Catch Up Rules in 2026 ! Friday ….
J.K. Financial, Inc. Mandatory Roth
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.
Great Chart of Average Age of First Time Home Buyer – Almost 10 year older than a decade and a half ago – Mortgage Rates, Housing Prices, Student Loans ?
J.K. Financial, Inc. Age of First time Home Buyer
RMP – Reserve Management Purchases …. After completion of QT AND lowering of Short Term Rates … $40 Billion month Purchases, a slight flip flop….
J.K. Financial, Inc. Reserve Management Purchases
FOMC Lowers short term rates, A new term “RMP” from the FOMC, Closer to year end … Friday
J.K. Financial, Inc. Lowered Rates and new Term RMP
Quietly the FOMC has complete QT – Quantitative Tightening – Bond Market pressures will be less !
J.K. Financial, Inc. QT Ends
Fall 2025 J.K. Financial, Inc. Newsletter … 529 Reminder … Economic Probabilities … Residential Housing Analysis … By John Kvale CFA, CFP
Fall 2025 J.K. Financial, Inc. Newsletter - Housing, 529, 401k, Economic Probabilities
Newsletter at the presser – Some interesting Topics … Friday …
The Newsletter is on its way from our New York printer back here to the south …. Lots of different subject matter this time. We touch on major probability of Economic, Interest Rate movements… heck even the new FOMC chairman…
Genesis Project, Department of Energy AI Collaboration
J.K. Financial, Inc. Genesis Project
November 2025 Financial Planning and Capital Market Audio Video Review … Trusts, International Clients, Cyber/AI … Cola Retirement Limits … Government reopens Choppy Markets … By John Kvale CFA, CFP
November 2025 Review by John Kvale
Happy Thanksgiving …. “Link” to Most Popular Video Ever …
J.K. Financial, Inc. Happy Thanksgiving!