Clients: No Action Compliance Email this week – You guys are the best … Don’t Burn Bridges -Huge LIV Golf Example … April review video next week …
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.
Updated Inheritance Statistics on Heirs succession … Failed at trying to refute … Preview of Part 2 – Prepare in advance, some tips from the years!
J.K. Financial, Inc.
Travel season tips Part 2 … Flights … Cards and Points …
J.K. Financial, Inc.
Inheritance Statistics Preview … Oils prices count … Spring Friday …
A fantastic article from two Universities hit the streets in the last week about Inheritance…. and the next generations saving of said inheritance …. Not being cynical, but skeptical for sure … some of the data was a bit too…
Travel season tips …. Tripit … Short Term Rentals … Part 1 …
J.K. Financial, Inc. 2026 Summer Travel Tips Part 1
Like it or not Robots are coming … Half Marathon winner … Companies making and shipping …
J.K. Financial, Inc.
Oil, Risk, US Dollar/DXY/Dixie … The Speed continues but works both ways … Friday …
J.K. Financial, Inc.
Q1 2026 Review – Smooth start … AI hits the scene … Geopolitics … Tax Season sails away …
J.K. Financial, Inc.
Filing the Extension … Making ES Payments … The ES Coupon in your Tax Return …
J.K. Financial, Inc.
Spring Tax Cleaning ideas … Lowering OUR and the IRS tax notifications … The ACAT/Consolidation of Statements … Preview Automated ES Statement … Friday
J.K. Financial, Inc. ACAT Reminder