Category Clients/Clients Only

Clients/Clients Only, Performance Report Cover Letter

Q 1 2016 Quarter Performance Report Cover Letter (Clients)

Q 1 2016 Cover Letter

John Kvale CFA, CFP
April 11, 2016

Clients/Clients Only, Investing/Financial Planning

Class Action Settlements … JPMorgan. (Clients Only)

We take care of Class Action notifications

John Kvale CFA, CFP
April 5, 2016

Clients/Clients Only, General Financial Planning, John Kvale, Personal

Refections from a Client of 26 Years

Monday of this week I had the opportunity to sit with a client of 26 years. Stepping back from the X’s and O’s of taxes, pensions, Wills, Estate planning, and budgets, along with the up and down markets, we reflected…

John Kvale CFA, CFP
January 29, 2016

Clients/Clients Only, Investing/Financial Planning, Performance Report Cover Letter

Q 4 2015 Quarterly Report Cover Letter

After dropping dramatically in the third quarter, global equity markets rebounded somewhat in the fourth to finish the year 2015. The Santa rally; a tendency for capital markets to rise between Christmas and New Year’s, was met with Coal, as…