Category Archives: Newsletters

Q 3 2017 Newsletter Video Audio Podcast Review By John Kvale

Posted on July 5, 2017 by | Leave a comment

Welcome to our Video and Audio Podcast Review of our Q 3 2017 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter.

Click here for direct link to an electronic version (an early peek-good ole fashion paper versions are on their way to you shortly)

Let’s get going!

Residential Housing Price Analysis

Sometimes the best article ideas turn into more than we ever think. In our Q 3 2017 newsletter,  we set out to review Residential Housing Prices over the last half century. Seven graphs later we come up with more  observations than conclusions. We think you will enjoy the journey– be sure to listen or watch the Video as it gives great details of our frustrations and discoveries.

What we are doing this Summer

Our editor insists and we always receive nice comments back on our Summer plans- with more focus on you and the world, it is hard for us to talk about ourselves, but this is our annual print coverage to do so … we hope you enjoy the pictures as well as our sharing of our summer plans.

Fitbit App of the Quarter

While not really an “App” we review the app that goes with our Fitbit finding and speak on the surprising changes in behavior this unassuming device has had, as well as a few family tussles, all in good spirit.

Parting Thoughts

Watch for a reminder of our hopefully awesome Saturday Before-Early November 18 Holiday Party as we learn how to use all our new technology that we have deployed this summer.

Thanks for the time!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

Leave a comment

Posted in Audio, Investing/Financial Planning, Newsletters, Video

Tagged , , ,

Q2 2017 Newsletter Podcast and Audio Review By John Kvale

Posted on April 7, 2017 by | Leave a comment

Here are a few of the topics discussed in our new Podcast, Audio Video review.

  • David Cameron Speaks at length
  • University of Michigan Sentiment Indicators
  • Updated Price Earnings Multiple
  • Three Travel Tips to save you aggravation and time

Q2 2017 Newsletter Podcast and Video Review

 

Have a Great Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

Leave a comment

Posted in Economy, Interest Rates, Investing/Financial Planning, Market Comments, Newsletters, Video, World Political

Tagged , , , , , ,

Newsletter Near the Presses – Neat topics-

Posted on March 27, 2017 by | Leave a comment

Our editor is finishing up our regular Quarterly newsletter. This Newsletter offers some very timely topics, including some that are hitting the headlines right now.

Sentiment Rises

In an article titled “Everybody is Happy” we discuss various readings from the University of Michigan Consumer Surveys that show sentiment rising in multiple areas. Just by chance the following poll, from Gallup was just released… totally different poll…same result…

An all time high for this poll!

Russia- Putin

In one of our more lengthy articles, former Prime Minister of UK, David Cameron speaks candidly about Russia and Putin. With activity over the weekend occurring in Russia, another timely topic! Cameron’s interesting takes on Putin and his actions were very insightful.

Travel Tips

We offer three travel tips that may save you time, angst and money over the coming months as many of us non-regular travelers (present party included) hit the road.

The first tip, on how to help protect yourself when renting a car is from a recent and still pending situation earlier this year. Always glad to use personal experiences to warn and help others !

So we have teased the Newsletter enough, we will get it to the presses and publish it here soon along with our Video/Podcast review!

Have a Great Monday!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

Leave a comment

Posted in Investing/Financial Planning, Market Comments, Newsletters, World Political

Tagged , , , , ,

Q1 2017 Newsletter Podcast and Audio Review By John Kvale

Posted on January 9, 2017 by | Leave a comment

Here are just a few of the topics discussed in our new Podcast, Audio Video review. Due to the podcast format it is longer, but we think well worth the listen/view !

  • Taxes, Tax Deadlines, New Tax Dates, Tax Savings Ideas, Possible New Tax Rates
  • Economic Cycle Length
  • Interest Rates
  • Two cool Apps of the Quarter
  • 2016 Review
  • Managing your 401k, contribution reminders and matching stategies

Q1 2017 Newsletter Podcast and Video Review

Have a Great Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

Leave a comment

Posted in Economy, Interest Rates, Investing/Financial Planning, Market Comments, Newsletters, Retirement Planning, Tax Related, Video

Tagged , , ,

Q 1 2017 Newsletter Preview – Tortoise and the Hare …. Plus tons more

Posted on January 6, 2017 by | Leave a comment

The Q 1 2017 Newsletter is currently at the printer and should be ready for mailing early next week. We know the novelty of a paper newsletter… but we like the ability for you to read at your leisure, especially for those paper newspaper longing readers…such as yours truly !

Shhhhh… because of your loyal reading here at our blog, here is a link to the electronic version of the Newsletter, should you find interest in jumping the gun on the paper version….which is of course headed to your mailbox soon!

Tortoise and the Hare

Not wanting to steal the thunder of the article… here is a sneak peak of one of our shorter, but really important articles in the Q 1 Newsletter …but you need to read the whole article in the Newsletter please..

Why in the world would anyone ever invest like a Tortoise?

Look at that Hare investment outrun the Tortoise…. “Run Hare Run!”…. If you have been seriously investing for less than SEVEN years…. You only know the Hare !!!!

hare-winning

Let’s make the race just a little longer…..

tortoise-wins

Oops….. But… But…let’s make the race even longer — that outta fix it- Long term right?

tortoise-long-term

DOUBLE OUCH… Never go all in or all out- Diversification is a MUST!

This article is just a teaser…

  • Tax Savings and Important NEW tax dates
  • Economic Update- What the big boys are doing
  • Apps of the Quarter and Interest Rates…

Just to name a few !

Hope you will enjoy the full articles in our Newsletter !!!

Have a Great Friday !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

Leave a comment

Posted in Investing/Financial Planning, Market Comments, Newsletters

Tagged , , ,

Final Post of 2016 …. Hello 2017!

Posted on December 30, 2016 by | Leave a comment

The plan was for a review of top posts of 2016…. With a heavy overcast sky and a cell that is only reading 2 bars….the slow connection has pushed the best plans into next year.

It has been a super 2016 and we cannot wait for you to see the Newsletter which is getting close to print.

Farewell 2016 and the memories and experiences you brought.

Hello 2017 we look forward to you

…. but that is next week…

Enjoy your weekend, your New Year’s and the experiences to come!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
http://www.jkfinancialinc.com
http://www.street-cents.com

Leave a comment

Posted in Investing/Financial Planning, John Kvale, Newsletters, Personal

Tagged

More Reflections from 2016…Shortest Light Day of the Year

Posted on December 21, 2016 by | Leave a comment

Ok, so the reminiscing is still going on. In our Q1 2017 Newsletter, coming to a mailbox near you soon, we take time to reflect on what a zany year it was… from all angles… As a preview, but not to steal the thunder, here are a few of the points !

Slow Start:

Talk about out of the starting gates bad. World capital markets finally tugged the large company US markets down, taking the S&P 500 down 15% and oil to under $30 a barrel in mid-February.

s-p-500-2016-15-drop-early

Brexit:

Surely Britain would stay in the European Union, the polls were showing as high as a 90% probability that they would. As the votes were tallied, something strange occurred as the Brits did in fact vote to leave the EU.

US Election:

The polls would once again miss big as the election results rolled in and a surprise candidate was nominated president.

Federal Reserve Raises Rates:

Mid December marked the day the FOMC (Federal Open Market Committee) raised rates from .25% to .50%. Markets yawned, even as the FOMC signaled they expected three more rate increases during 2017. It has been a race to see who moved to the back of the papers faster, Tony Romo or the FOMC!

Shortest Day of the Year

With an outdoor family that spends a lot of time on the Tennis courts…..as well as other outdoor activities, today’s shortest light day of the year comes with as much cheer as the Holidays!

Have a Great “Reminiscent-Shortest Light” day !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

Leave a comment

Posted in Economy, Interest Rates, Investing/Financial Planning, Market Comments, Newsletters

Tagged , , ,