Category Investing/Financial Planning

Investing/Financial Planning, John Kvale, Newsletters, Personal, Podcast, Retirement Planning, Tax Related, Video

Summer 2026 J.K. Financial, Inc. Newsletter … Oil, CPI, Coming good Comparables … Tax Findings, Biggest Savings ever … Spoiled by Short Market Dips … AI Blackmails a person … Mandatory Roth 401k Reminder By John Kvale CFA, CFP

Cut shot of Newsletter, Summer 2026 J.K. Financial, Inc Newsletter. Oil, CPI, Bond analysis, Tax Tips from 2025 season, Spoiled by quick Market recoveries, AI model Blackmail story, 30th annual Holiday announcement, Roth 401k mandate reminder, By John Kvale CFA CFP

Winter 2026 J.K. Financial, Inc. Newsletter 2025 Tax Savings STILL Available ... Donation Roth ... AI - The Good the Bad the Ugly ... Jumping the Standard Deduction .

John Kvale CFA, CFP
June 29, 2026

General Financial Planning, Investing/Financial Planning, Monthly Review, Newsletters

Getting ready for two Videos, Newsletter and June review, Wow it is really going fast!

Cut shot of Newsletter, Summer 2026 J.K. Financial, Inc Newsletter. Oil, CPI, Bond analysis, Tax Tips from 2025 season, Spoiled by quick Market recoveries, AI model Blackmail story, 30th annual Holiday announcement, Roth 401k mandate reminder, By John Kvale CFA CFP

Some time back, we purposely adjusted the Newsletter schedule in order to get off the regular Quarterly treadmill and have more of a News, Tax, Events, and as needed longer form, longer term delivery. We still really like the novelty…

John Kvale CFA, CFP
June 26, 2026

Economy, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments

Kevin Warsh new Fed Chair first dance! Changes are coming …

Kevin Warsh, FOMC Chair, for reference of his actions, Federal Reserve leader and Federal Reserve decisions, and leader

Kevin Warsh New FOMC Chair

John Kvale CFA, CFP
June 22, 2026

General Financial Planning, Investing/Financial Planning, John Kvale, Personal

Try it before you buy it !! New Residence discussion, tips and key items

J.K. Financial, Inc. Try before you buy that next residence

John Kvale CFA, CFP
June 17, 2026

General Financial Planning, Investing/Financial Planning, Tax Related

Tax Rates over the years … Paying a little along the way … Thoughts and strategies …

J.K. Financial, Inc. Tax Rates and Long term thinking about taxes

John Kvale CFA, CFP
June 15, 2026

Investing/Financial Planning, John Kvale, Personal

Things Learned this Week Flying Solo … Holiday Shortened week next week …. On the Road but still tethered next week … Friday

J.K. Financial, Inc.

John Kvale CFA, CFP
June 12, 2026

Economy, General Financial Planning, Investing/Financial Planning, Market Comments

Sneaky ES Payment Reminder for Q2 … Consumer Price Index CPI …

J.K. Financial, Inc. ES Payment Reminder

John Kvale CFA, CFP
June 10, 2026

General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Personal

Have we been spoiled with quick Capital Market reversals ?

J.K. Financial, Inc.

John Kvale CFA, CFP
June 8, 2026

AI, Clients/Clients Only, General Financial Planning, Investing/Financial Planning, John Kvale, Personal, Reminder

Complete AI pontifications that this weeks email cut … Annual Reminders of Money Linking Clients/Clients only… Flying solo next week!! Friday …

J.K. Financial, Inc. AI Pontification Money Linking Notification

John Kvale CFA, CFP
June 5, 2026

Forecast, General Financial Planning, Investing/Financial Planning, John Kvale, Personal

AI V Dot.com … Similarities, differences, rhyme ? Professor Scott Galloway and Long term guestimates!

Scott Galloway, vocal NYU professor, speaker and Entrepreneur, used as a professional source for reference of material

J.K. Financial, Inc. AI v Dot.com

John Kvale CFA, CFP
June 3, 2026