Category FOMC

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

Fed Pivots, Party On Garth, No Grinch but Hold on! Work to be Done!

The Elephant in the room is the Fed (FOMC- Led by Jerome Powell, Federal Open Market Committee) Pivot – More in just a second… Party on Garth ? Being glass half full folks, it is once again hard to temper…

John Kvale CFA, CFP
December 18, 2023

Advanced Analysis, Economy, Education, FOMC, Interest Rates, Investing/Financial Planning, Market Comments

Advanced Analysis … Part 5 … Inverted Yield Curve to Un-Invert/Narrow ? But Differently: The Bear Steepener – Huh ?

Advanced Analysis - Standard Deviation Refresher

John Kvale CFA, CFP
October 23, 2023

Clients/Clients Only, Economy, FOMC, Interest Rates, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning

Third Quarter 2023 Review, Participation, Rates, Political Season, Seasonality !

Second Quarter 2023 Review Fourth Quarter Look Ahead

John Kvale CFA, CFP
October 11, 2023

Debt - Debt Management, Donald Capone, Economy, FOMC, Forecast, General Financial Planning, Interest Rates, Investing/Financial Planning, Jen Hill, John Kvale, Market Comments, Newsletters, Personal, Podcast, Video

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

John Kvale CFA, CFP
September 27, 2023

Clients/Clients Only, Economy, FOMC, Interest Rates, Investing/Financial Planning, Market Comments, Performance Report Cover Letter, Retirement Planning

Second Quarter 2023 Review, Dickens Best and Worst of Times , Party Like its 1999 !

Second Quarter 2023 Review Fourth Quarter Look Ahead

John Kvale CFA, CFP
July 12, 2023

Debt - Debt Management, Donald Capone, Economy, FOMC, Forecast, General Financial Planning, Interest Rates, Investing/Financial Planning, Jen Hill, John Kvale, Market Comments, Newsletters, Personal, Podcast, Video

Q3 2023 J.K. Financial, Inc. Newsletter … Rate Increases re-review Forward Looking Effects- Research Affiliates Robert Arnott 10 Year Expectations … What we are doing this Summer … By John Kvale CFA, CFP …

Q 3 2023 J.K. Financial, Inc. Newsletter, Expected Returns, New Allocations , Summer Plans

John Kvale CFA, CFP
July 7, 2023

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

Robert Kaplan Speaks Candidly, Echoes Our Main Thoughts for the Newsletter – NICE – There is Still Stimulus out there and Higher for Longer!

Kaplan Talks FOMC and Powell, Candidly

John Kvale CFA, CFP
July 5, 2023

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

Fed Watch… All Eyes (not on Vacation-haha) On FOMC (Federal Open Market Committee) Rate Increase or NOT – NOT being most likely … CME Fed Tracker Review …

Fed Watch Week, No Raise Expected

John Kvale CFA, CFP
June 12, 2023

Debt - Debt Management, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments

Rates… Fastest Increase Review … Looking Forward for Effects … Newsletter Precursor …

Looking forward at Higher Rates Expectations

John Kvale CFA, CFP
May 24, 2023

Economy, FOMC, Investing/Financial Planning, Market Comments

The BTFP – Bank Term Funding Loan Program UPDATE, Created a new process of Banks Merge/Buyout …

BTDP changes Mergers

John Kvale CFA, CFP
May 8, 2023