April 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tripit Tavels … Inheritance stats … Burnt Bridges … Collage of Indexes Market Indexes … By John Kvale CFA, CFP
March 2026 Review by John Kvale
Category General Financial Planning
Clients: No Action Compliance Email this week – You guys are the best … Don’t Burn Bridges -Huge LIV Golf Example … April review video next week …
J.K. Financial, Inc.
Updated Inheritance Statistics on Heirs succession … Failed at trying to refute … Preview of Part 2 – Prepare in advance, some tips from the years!
J.K. Financial, Inc.
Inheritance Statistics Preview … Oils prices count … Spring Friday …
A fantastic article from two Universities hit the streets in the last week about Inheritance…. and the next generations saving of said inheritance …. Not being cynical, but skeptical for sure … some of the data was a bit too…
Travel season tips …. Tripit … Short Term Rentals … Part 1 …
J.K. Financial, Inc. 2026 Summer Travel Tips Part 1
Oil, Risk, US Dollar/DXY/Dixie … The Speed continues but works both ways … Friday …
J.K. Financial, Inc.
Q1 2026 Review – Smooth start … AI hits the scene … Geopolitics … Tax Season sails away …
J.K. Financial, Inc.
Filing the Extension … Making ES Payments … The ES Coupon in your Tax Return …
J.K. Financial, Inc.
Spring Tax Cleaning ideas … Lowering OUR and the IRS tax notifications … The ACAT/Consolidation of Statements … Preview Automated ES Statement … Friday
J.K. Financial, Inc. ACAT Reminder
Holiday Week Reminder … On the Road QUICK trip … Thursday Post …
J.K. Financial, Inc.