Category Clients/Clients Only

Clients/Clients Only, Economy, FOMC, Interest Rates, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning

Third Quarter 2023 Review, Participation, Rates, Political Season, Seasonality !

Second Quarter 2023 Review Fourth Quarter Look Ahead

John Kvale CFA, CFP
October 11, 2023

Clients/Clients Only, Education, John Kvale, Personal

New Office Interactive Pictures … Possible Blog Template Update/Change Help… Reminder Mostly Bank Holiday Today … Travels Later this Week …

New Office Pictures Garner New Blog Template

John Kvale CFA, CFP
October 9, 2023

Clients/Clients Only, Economy, Investing/Financial Planning, Market Comments, Reminder

Economic Report Note … Friday….. Maybe a long Weekend? Maybe not… Expect No banks for Moving of Money and No Postal Services ….

One quick note on an Economic number released this AM by the Bureau of Labor Statistics… Non Farm Payroll…. The actual number is much larger then expected A 336k, E 170k .. While good for workers, this is not what…

John Kvale CFA, CFP
October 6, 2023

Clients/Clients Only, Education, Investing/Financial Planning

Clients/Clients Only…. You Overachievers… Some Great To Do’s and some Please don’t touch – No to Beneficiary Updates … Associated with the Merger and Logging in Online….

As we have happily mentioned, the merger under the Schwab umbrella has gone nearly seamless, and only confusing in a few points. One of those points are items to update, and some items that we should not touch! An item…