Category Archives: In The News

Wharton Co-Host Radio Show Sirius Satellite Radio Yesterday Evening – Rerun all this week and link to show

As I type this, I am waiting for the producer of the show, Michelle Stucker to call and place my phone on the live – yes LIVE – call in Financial Planning Radio show!

Your Money- Wharton University – Professor Kent Smetters

Channel 132 – from 4-5 pm daily this week, Dallas time will re-air the show for those interested…

Yesterday I was honored to once again co-host Kent Smetters, Wharton Professor and Sirius Satellite Radio show for almost an hour !

Talk about getting out of your normal comfort zone – a live nationwide radio show will do it for you!

 

Smetters

Here is a link as well to the show-

There were some fantastic questions – The last time I was guest host, we were both stumped and this time it occurred again —

Someone asked if we knew of any long term care companies that would cover retiree’s living in another country!

Kent tossed to me and I back to him, “Not that I know of!”

Watch for a full article in the coming Newsletter !

Full confession – Due to a chicken/superstitious nature – you are reading this AFTER the show was recoreded ! haha

Have a Great “Out of your Comfort Zone” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

One week and a day from the Dallas Arboretum holiday party … Hard RSVP Reminder! Thanksgiving AND Christmas settings!

arboretum-after-hours-800x800

In Eight days … Yes, just one week and a day, the 22cnd annual J.K. Financial, Inc. holiday party will occur.

We are happy to announce the Thanksgiving AND Christmas settings will be up and ready for our collective viewing!

On November 18th at 1 pm, special parking opens –

Dallas Arboretum Gate 2 SUPER close and restricted parking just for us begins.

Arboretum xmas

The weather calls for an awesome day 60 degrees and sunny … fingers crossed it holds, making for a perfect time.

Our party ends at 3 pm, but the fun does not stop then … Tour the entire park at your leisure including the special recently opened kids area until 5 pm!

There will be a special on site golf cart/shuttle to take those that want to move a little faster to the distant corners of the complete park!

Food, fun, friends, family ….  fantastic !

It’s serious headcount time, so if you have not RSVP’d … please do so!

cathy@jkfinancialinc.com

We will see you there!

Have a Good Friday and Super Weekend!

John A. Kvale CFA, CFP

Entrance-to-Rory-Meyers-Chiildrens-Adventure-Garden-(1)

 

 

Paradise Papers ? … Arboretum RSVP soft reminder

Over the weekend it was announced a huge trove of papers (13.4 million) were hacked and publicly released to a German Newspaper and an international group of journalists.

Paradise Papers

  • Nick name from the theme of Tax Havens
  • More countries and people involved than Panama Papers – current estimated 120k people named
  • Hacked from the International law and trust firm named Appleby – unrelated to Apple
  • Hackers unknown at this time

We all find interest in these type of disclosures as it gives us a peek into the Ultra fast and famous … how the other side lives. One bit of caution, just because someone is named and a part of these documents does not mean they have done something wrong. The law firm at issue, (with many angry clients – digressing) is by most counts an above board legal firm catering to the ultra-fast, this being said, it should make for interesting reading in the future as we may see if what many “Are actually doing … what they say they are doing” regarding finance and especially philanthropy.

Arboretum RSVP Soft Reminder Saturday November 18, 1-3 PM Tour the Park after until 5PMf20bb085-9cec-42f6-97b9-df1ac26bf587-2788-0000022f455848a1-2

With our special venue of the Dallas Arboretum 22cnd annual Holiday Party getting closer … This is your soft reminder to RSVP, it will be fun!

Cathy@jkfinancialinc.com

Have a Great Paradise Found day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

It only took 32 Minutes for “The Brain” to make a splash at the conference …. Meeting David Cameron ….

The lights were dimmed for the audience….

3000+ people to start the multiple day 14 hour a day conference….

Boom!   The lights are up, the attendees are revved up …. out walks the first speaker …

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Exactly 32 minutes later… up pops an interview – on full screen in front of all 3000 -with none other than …

Donald “The Brain”…..

20170202_163108888_ios

Gotta be kidding?

Nope… a replay from the meeting mentioned in this post earlier before the event…

First time an event has been crashed from across the county… Well Done Donald!

Meeting David Cameron

Later on in the  morning, David Cameron the former Prime Minister/President of Britian spoke …. Possibly the best talk ever … tons of notes to share. Even an in person meeting and quick chat…..

Today is a Friday, not surprisingly, time is short ….not to worry… LOT’S to talk about shortly…. Enjoy your weeekend !

Hope you enjoyed the update from a revved up body in the West !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
http://www.jkfinancialinc.com
http://www.street-cents.com

D Magazine Does It Again – John Kvale Best Financial Planner Award 10th Consecutive Time – Funny Video

Those in the Dallas area, be sure to take a peek at the most recent D Magazine. We are honored, flattered and very excited to announce we have been included in D Magazines Best Financial Planner Award for the 10th consecutive time….

10 Consecutive Times — Wow!!

We are very happy to be along other fellow professionals, many of whom we know, and are wonderful Financial Planners as well.

Speaking of Financial Planners … if you have not seen this, it’s worth a few seconds of your time, a chuckle, and a thought about the subject matter… we love the humor and the delivery…

Thank you CFP Board – An organization we are proud to be a member for over 20 years! (ouch… it is really more than 20 years…oh well)

Have a Great Honored and Mature Weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

Matthew, take it easy … Columbus Monday Bank Holiday … Friday

Earlier this week, word was received of an evacuation of a relative in the Sunshine state. Later several communications from friends who were taking cover but staying put as they were out of the path. Heck, my most recent trip of last week may get visited by Matthew’s footprint.

This from the Weather Channel:

10-6-16-mathew-from-weather-channel

 

Matthew, take it easy please !

Everyone be safe!

Columbus Day

Monday is Columbus Day, as such banks, post office, and money flows will be closed. Capital Markets will be open with Fixed Income Markets having an early close and Equity Markets running in thinly traded novice hands.

Ahh…. but that is next week and today is a Friday, heading into a wonderful fall weekend. Enjoy your day, your weekend, and those special in your life !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

Holiday Party Reminder.. Save the NEW Date ! Saturday, Nov 19, 2016 …3-5 PM -Dallas Athletic Club

It’s a party…party party

This year we celebrate our 21st annual holiday party in true planner fashion…

THE SATURDAY BEFORE THANKSGIVING !

After last year’s new date success we decided to stick with it.

The J.K. Financial, Inc. 21st annual party (Wow 21 years!)

DALLAS ATHLETIC CLUB

Saturday November 19th

3-5 PM

holiday-party

We look forward to seeing you there!

RSVP Now to cathy@jkfinancialinc.com …. Full invitations to come nearer the party!

Have a Great Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com