Today is THE Big Day!
The Q 4 2012 J.K. Financial, Inc. Newsletter is posted and tonight marks the first major political debate for the president and Mitt Romney.
Category In The News
Congratulations to those who sent Robert McTeer Questions, You Made An Impression
Congratulations to all of you who sent questions for the recent Robert McTeer Private Client event. YOUR QUESTIONS WERE OBVIOUSLY IMPRESSIVE AS IT MADE HIS COMMENTS THIS WEEKEND. Here is Mr. McTeer’s Sunday Post “Some Questions and Answers” which includes your Questions.…
Money Magazine Mentions John Kvale in Investments Article For Age 55-Plus Allocations
In this April’s 2012 Money Magazine, reporter Carolyn Bigda has a three-part article that discusses different possible portfolio allocations given various age groups. Carolyn and I had several long conversations concerning the stages of portfolio allocations given age and possible income needs. In “Hollywood…
Donald W. Capone III CFA… AKA “The Brain” Does it Again, In Nationwide News
Another reason we all call him the Brain ! Donald W. Capone III, in the news. Just few minutes ago, this press release from Business Wire went out nationwide. Here are Donald’s comments: “thinkpipes is much more than a trading platform and has…
Financial Planning Week, A Week Of Giving Back from the FPA
This week marks an annual five days of giving back to the community across the country, sponsored by the Financial Planning Association (FPA). The FPA is the organization who controls the CFP (Certified Financial Planner) designation and helps organize the week…
John Kvale Voted Best Financial Planner for 5th Consecutive Time By DMagazine
If you happen to be in the Dallas area this weekend and see the cover of a magazine with a large picture of, and title “Beer”, take a glance as I was honored by DMagazine for the 5th consecutive time…
Five Star Wealth Manager Aug 2010 Texas Monthly
This weekend, folks near a magazine rack might find it interesting to take a look at this months Texas Monthly, which hits the shelf today. John was ranked a Five Star Wealth Advisor for the second year running. We are…
CFA Presidency Complete and Travel Schedule
On Thursday June 3rd, 2010, I officially handed the torch over of the presidency of the CFA Society of Dallas Fort Worth to the new leadership. While my term runs until the end of June 2010, most commitments have been…
CFA Forecast Dinner Update – Comments Summary and Thanks !
Last night in an event at the Belo Mansion in Dallas, Texas, several speakers as mentioned earlier, were present to give their views on the economic and capital market situation. As current president of the CFA Dallas-Fort Worth Society, I…
Economist, Fixed Income, and Equity Specialist tonight at CFA Institute Event
Tonight I have the honor to not only attend, but kick off an annual CFA (Chartered Financial Analyst) event for the CFA Dallas Fort Worth Society. The event should be very interesting and open great insights to the speakers…