Category Monthly Review

Audio, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

July 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Holiday Party … Cyber … New Government Accounts … Concentration … Quick Oil take … By John Kvale CFA, CFP

Dark-themed graphic titled "July 2026 Financial Planning & Capital Market Update." On the left, illuminated neon icons illustrate "Cyber Security" (a shield with a padlock) and "New Born Accounts" (baby booties and a $1k seed coin). On the right, financial market graphics depict "Concentration Risk" (a rising line chart) and "Oil Quick Take" (an oil derrick). A banner along the bottom announces "SPECIAL: 30th ANNUAL HOLIDAY PARTY - NOV 22nd."

July 2026 Review by John Kvale

John Kvale CFA, CFP
August 3, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Monthly Review, Personal, Podcast, Retirement Planning, Video

June 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Try before you Buy … AI vs Dot.com … Kevin Warsh first dance … By John Kvale CFA, CFP

A detailed educational infographic titled "JUNE 2026 VIDEO REVIEW: FINANCIAL PLANNING, AI DEBATE & CAPITAL MARKETS." The header includes "HEDGEYE RESEARCH INSIGHTS" and a footer "TALK AT END OF JULY - 2026." The infographic is divided into three primary vertical columns on a light blue background with glowing teal highlights, featuring graphs, buildings, and financial symbols. The first column (left), labeled "TRY BEFORE YOU BUY - RESIDENCE PREPLANNING," features a central house with a "TRY IT" tag. Surrounding circles illustrate relocation factors: "NEIGHBORHOODS & ASCETICS" with a magnifying glass on houses; "CLIMATE & HEALTH CARE" with a weather globe; "PEOPLE & TRAVEL ACCESS" with a map and airplane; and "DENSITY" with a bar chart; and a path for "OUTDOOR" and "PARKS, NATURE & ADVENTURE." The second column (center), titled "AI HYPE VS. REALITY," has a large balance scale. The left pan weighs "THE MONETIZATION OF FEAR." The right pan holds an AI robot hand passing documents to a person, labeled "MEDICAL ADVANCES" and "NEW MEDICINES LIFE SAVING PROCEDURES." Below, a banner reads "GALLOWAY: FEAR AS A STRATEGY." A section for "OUR VIEWS" includes bullets: "SLOWED ENTRY-LEVEL JOBS," "GREAT INDUSTRY CHANGES, CAUTION NEEDED," and "AI DATA CENTERS IMPROVES RESOURCE RESOURCE EFFICIENCY," with a diagram of server racks. The third column (right), labeled "CAPITAL MARKET COMMENTS" with a banner "KEVIN WARSH'S FIRST DANCE," shows a man in a business suit gesturing by a "USD" bank building. Pointing indicators detail "LOWER RATE FRIENDLY STANCE," "LESS FOMC COMMENTS," "PREDICTING LOWER CPI / INFLATION PEAK" (with a downward-trending graph), and a final bullet: "MAJOR CHALLENGE: LOWERING BALANCE SHEET / NO MORE STIMULUS."

June 2026 Review by John Kvale

John Kvale CFA, CFP
July 1, 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!

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

Audio, Economy, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Monthly Review, Personal, Podcast, Retirement Planning, Video

May 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Inheritance – Heirship continuance, Beating the stats … Keeping up with the Minutes … No AI Writing here … Economy and Oil – Great Charts and Review/Comments … By John Kvale CFA, CFP

May 2026 Review by John Kvale

John Kvale CFA, CFP
June 1, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Retirement Planning, Tax Related, Video

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

Black dominoes arranged in a large circle falling under spotlight on dark background

March 2026 Review by John Kvale

John Kvale CFA, CFP
May 4, 2026

Audio, Economy, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Retirement Planning, Tax Related, Video

March 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tax Tips and Savings … Sensible Markets … By John Kvale CFA, CFP

March 2026 Review by John Kvale

John Kvale CFA, CFP
April 1, 2026

Audio, Cyber, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Political, Video

February 2026 Financial Planning and Capital Market Audio Video Podcast format Review … AI & Cyber … Geopolitics & Tariff … By John Kvale CFA, CFP

February 2026 Review by John Kvale

John Kvale CFA, CFP
March 2, 2026

Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Tax Related, Video

January 2026 (Yikes – Already!) Financial Planning and Capital Market Audio Video Podcast format Review … Tax Time Lines and 2026 Master Sheet … Kevin Warsh on Deck as FOMC Chair … By John Kvale CFA, CFP

December 2025 Review by John Kvale

John Kvale CFA, CFP
February 2, 2026

Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Tax Related, Video

December 2025 Financial Planning and Capital Market Audio Video Review … 401k Roth Catch Up Mandate … QT Ends … FOMC Lowers Short Term Rates … RMP Begins … By John Kvale CFA, CFP

December 2025 Review by John Kvale

John Kvale CFA, CFP
January 5, 2026

Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Tax Related, Video

November 2025 Financial Planning and Capital Market Audio Video Review … Trusts, International Clients, Cyber/AI … Cola Retirement Limits … Government reopens Choppy Markets … By John Kvale CFA, CFP

November 2025 Review by John Kvale

John Kvale CFA, CFP
December 1, 2025