January 2024 Even out 401k Contributions, Inverted Yield Curve Record Breaker, Audio Video Review – By John Kvale CFA, CFP

December 2023 Video Podcast Review -By John A. Kvale CFA, CFP

December 2023 Video Podcast Review -By John A. Kvale CFA, CFP

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,…

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

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

December 2023 Video Podcast Review -By John A. Kvale CFA, CFP

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…

While there are a lot of ways to express this, as expected our buds at Visual Capitalist are doing it very well, easy to understand and great graphics… Tried to get the actual template to copy, but had to snapshot…

Hopefully the 16 year old will not read this post, ESPECIALLY during Finals week! eekkk – but this is not the type of Concentration we are speaking on…. Spoke about this a bit before in our Q 3 Report and…

August 2023 Video Podcast Review -By John A. Kvale CFA, CFP

While I have never experienced outdoor bathrooms, my father sure has…. So when something in not correct in that warm or cool, comfy bathroom a little reflective perspective … Immigrants Coming to the USA – WOW Work School Family…. An…