Category Audio

Audio, Economy, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Monthly Review, Personal, Podcast, Retirement Planning, Video

June 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Try before you Buy … AI vs Dot.com … Kevin Warsh first dance … By John Kvale CFA, CFP

A detailed educational infographic titled "JUNE 2026 VIDEO REVIEW: FINANCIAL PLANNING, AI DEBATE & CAPITAL MARKETS." The header includes "HEDGEYE RESEARCH INSIGHTS" and a footer "TALK AT END OF JULY - 2026." The infographic is divided into three primary vertical columns on a light blue background with glowing teal highlights, featuring graphs, buildings, and financial symbols. The first column (left), labeled "TRY BEFORE YOU BUY - RESIDENCE PREPLANNING," features a central house with a "TRY IT" tag. Surrounding circles illustrate relocation factors: "NEIGHBORHOODS & ASCETICS" with a magnifying glass on houses; "CLIMATE & HEALTH CARE" with a weather globe; "PEOPLE & TRAVEL ACCESS" with a map and airplane; and "DENSITY" with a bar chart; and a path for "OUTDOOR" and "PARKS, NATURE & ADVENTURE." The second column (center), titled "AI HYPE VS. REALITY," has a large balance scale. The left pan weighs "THE MONETIZATION OF FEAR." The right pan holds an AI robot hand passing documents to a person, labeled "MEDICAL ADVANCES" and "NEW MEDICINES LIFE SAVING PROCEDURES." Below, a banner reads "GALLOWAY: FEAR AS A STRATEGY." A section for "OUR VIEWS" includes bullets: "SLOWED ENTRY-LEVEL JOBS," "GREAT INDUSTRY CHANGES, CAUTION NEEDED," and "AI DATA CENTERS IMPROVES RESOURCE RESOURCE EFFICIENCY," with a diagram of server racks. The third column (right), labeled "CAPITAL MARKET COMMENTS" with a banner "KEVIN WARSH'S FIRST DANCE," shows a man in a business suit gesturing by a "USD" bank building. Pointing indicators detail "LOWER RATE FRIENDLY STANCE," "LESS FOMC COMMENTS," "PREDICTING LOWER CPI / INFLATION PEAK" (with a downward-trending graph), and a final bullet: "MAJOR CHALLENGE: LOWERING BALANCE SHEET / NO MORE STIMULUS."

June 2026 Review by John Kvale

John Kvale CFA, CFP
July 1, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Monthly Review, Personal, Podcast, Retirement Planning, Video

May 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Inheritance – Heirship continuance, Beating the stats … Keeping up with the Minutes … No AI Writing here … Economy and Oil – Great Charts and Review/Comments … By John Kvale CFA, CFP

May 2026 Review by John Kvale

John Kvale CFA, CFP
June 1, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Retirement Planning, Tax Related, Video

April 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tripit Tavels … Inheritance stats … Burnt Bridges … Collage of Indexes Market Indexes … By John Kvale CFA, CFP

Black dominoes arranged in a large circle falling under spotlight on dark background

March 2026 Review by John Kvale

John Kvale CFA, CFP
May 4, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Retirement Planning, Tax Related, Video

March 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tax Tips and Savings … Sensible Markets … By John Kvale CFA, CFP

March 2026 Review by John Kvale

John Kvale CFA, CFP
April 1, 2026

Audio, Cyber, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Video

February 2026 Financial Planning and Capital Market Audio Video Podcast format Review … AI & Cyber … Geopolitics & Tariff … By John Kvale CFA, CFP

February 2026 Review by John Kvale

John Kvale CFA, CFP
March 2, 2026

Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Tax Related, Video

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

John Kvale CFA, CFP
February 2, 2026

Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Tax Related, Video

December 2025 Financial Planning and Capital Market Audio Video Review … 401k Roth Catch Up Mandate … QT Ends … FOMC Lowers Short Term Rates … RMP Begins … By John Kvale CFA, CFP

December 2025 Review by John Kvale

John Kvale CFA, CFP
January 5, 2026

Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Tax Related, Video

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

John Kvale CFA, CFP
December 1, 2025

Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Social Security, Tax Related, Video

October 2025 Financial Planning and Capital Market Audio Video Review … Cyber, RMD, COLA Reminder … Shutdown, Interest Rate Update … By John Kvale CFA, CFP

October 2025 Review by John Kvale

John Kvale CFA, CFP
November 3, 2025

Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Tax Related, Video

September 2025 Financial Planning and Capital Market Audio Video Review … A Word about Government Shutdowns … Donations now versus 2026 … Interest Rates Continue to Move up … By John Kvale CFA, CFP

September 2025 Review by John Kvale

John Kvale CFA, CFP
October 1, 2025