Category Market Comments

April 2024 Financial Planning and Capital Market Audio Video Review – Proxy Reminder – BENE RMD Waiver – The $ Blob, By John Kvale CFA, CFP

Hello and Welcome to our April 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…

Q2 2024 J.K. Financial, Inc. Newsletter … Last Minute Tax Savings … Early Investors Corner … Personal Stories Emergency Fund … Koyfin Introduction … Spousal Social Security … Inheritance Reminder of Shark Speech … By John Kvale CFA, CFP …

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

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…

Fun All Day Conference Notes – Lots of Speakers from all Asset angles – Summary – Cautious Optimism, Higher Rate Financing Digestion concern, Inverted Yield Curve, Concentration in Markets …

Yesterday (2-13-24) attendance of an ALL DAY conference was on the schedule…. You could ask the gang at the office, after committing …the literal flood of email invites for coffees, lunches, dinners and chats was a bit overwhelming and took…

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,…