Congratulations, Donald “The Brain” … WELL DONE !
Donald Speaking at National Event
Category Clients/Clients Only
Investment Moves Due to Management Change (Clients)
Management Changes
Constantly Improving …. John Invited on Panel Discussion
In an either moving forward or backward world (very difficult to just stand still) we were recently honored with an invitation to a discussion for over two hours with the top brass of our most important vendor. Panelist in Voice of…
Third Quarter 2014 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
Q 3 2014 Performance Report Cover Letter
Due Diligence Meeting Take Away … Money Flows
Dimensional Fund Flows
Second Quarter 2014 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
Performance Cover Letter
Q3 2014 Newsletter … Happy July 4th … Office Hours … Be a Pro
Happy Fourth of July
Stunningly Comprehensive Event … From the Heart after 24 years … A Personal Note
24 Years in a Snap
Call for Questions for our Social Security Medicare Event
Send Questions for Social Security and Medicare Event
Social Security and Medicare Event, Thursday May 1, 2014 … Early RSVP Welcome
Social Security Medicare Event Announcement