Category Debt – Debt Management

August 2024 Financial Planning and Capital Market Audio Video Review – Social Security Breach, Rate Cuts Coming … By John Kvale CFA,CFP

Hello and Welcome to our August Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…

Commercial Real Estate holdings (C.R.E.) by banks … The coming refinance … Not so concentrated loans as originally thought …

AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the image when appropriate. Our buddies…

Inverted Yield Curve Continues …. Will it Break the all time length Record? From Jeffrey Gundlach …. Remember Inverted Yield Curves are not the norm …

Just after the turn of the calendar, we listened to Jeffrey Gundlach of DoubleLIne … a mostly bond shop owner, give his review of 2023 and expectations for 2024….the following slide was plucked from his 87 slide deck…. As a reminder,…

Q4 2023 J.K. Financial, Inc. Newsletter … Good News on Interest Rates for Pensions and Pension Recipients, What? … Don’t Fight the FED Are we Fighting the Fed? Yes … Important True-Up Reminders for Year End Deadlines i.e. 401k … Handy Cyber Tips and Tricks … RMD Age Date Changes and Others … By John Kvale CFA, CFP …

Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber