January 2023 – YES Already One Month Down – Financial Planning and Capital Market Review – Roth Donation – Homestead – Contra Rally reminder – By John Kvale CFA, CFP
January 2023 Roth Donation, Homestead, Contra Rally Reminders
Category Audio
December 2022 Financial Planning and Capital Market Review – Secure Act 2.0 – By John Kvale CFA, CFP
December 2022 Review, Secure Act 2.0 and Rates,
November 2022 Financial Planning and Capital Market Review – RMD’s and Rate Review – By John Kvale CFA, CFP
November 2022 Review, RMD, and Rates,
October 2022 Financial Planning and Capital Market Review – DMA Reminder – By John Kvale CFA, CFP
October 2022 Review, Fast Rates, DMA,, New Retirement Maximums
September 2022 Financial Planning and Capital Market Review , Fastest Rate Increase, Ben Hunt, DMA Reminder – By John Kvale CFA, CFP
September 2022 Review, Fast Rates, DMA, Watch the Narratives
August 2022 Financial Planning and Capital Market Review – YAY …. Holiday Party Location Revealed – 401k Run Rate – Wall Street Mistake to Our Advantage, Bloated Inventory – Slowdown Contra Bounces and Pivot Narrative Reminder – By John Kvale CFA, CFP
August 2022 Review -DMA Here we come, 401k , Bloated Inventory, Contra Bounce, Be Careful Out There
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
June 2022 Financial Planning and Capital Market Review – Investing KISS – Atlanta Fed GDP Nowcast – By John Kvale CFA, CFP
June 2022 Review - Investing KISS - Atlanta Fed Predicts Recession
May 2022 Financial Planning and Capital Market Review – By John Kvale CFA, CFP
May 2022 Review - Estate Planning, Lump Sum, Forward Rates
April 2022 Financial Planning and Capital Market Review – By John Kvale CFA, CFP
April 2022 Review - College Funding - Proxy Vote - Slowdown - GDP