Q4 2025 Review, Start to 2026, Annual Private Policy, ADV and CRS (Client Relationship Summary) delivery – Clients
J.K. Financial, Inc.
Category Performance Report Cover Letter
Third Quarter 2025 Review – FOMC tough spot, Rate Decrease, Climbing Walls of Worry, To the Finish Line!
J.K. Financial, Inc. Third Quarter 2025 Review - FOMC tough spot, Rate Decrease, Climbing Walls of Worry, To the Finish Line!
Midyear Q2 2025 Review – Fast and Slow, Tariff, Tax Bills, Geopolitical and Rates
J.K. Financial, Inc. Midyear Q2 2025 Review - Fast and Slow, Tariff, Tax Bills, Geopolitical and Rates
Q1 2025 Review – Stamina Lost, Inconclusive Ending …
As the turn of the calendar occurred in the quarter century mark of the 2000s, the start of the year andthe quarter looked much like any other. However, as the quarter progressed, capital markets seemed to lose their stamina and…
Q4 2024 Review and Private Policy Statement
Well, that’s a wrap for 2024! Looking back over the last quarter of the year and the complete year for that matter, what an interesting journey it was. After concerns from the prior two years on the effects of one…
Q3 2024 Review – Unique Economic Cycle – Rate cuts begin – Election Year
As we finished the Third Quarter of 2024, the next part of this most interesting economic cycle commenced. While we were able to stay away from the interest rate discussion in the Newsletter, completely, it was not easy. So here…
Q2 2024 Review – The Little Engine that Could, US Economy – Inverted Yield Curve Breaks Record for Time – Concentration is Back!
Welcome to the midpoint of the year which seems to be happening in super-fast fashion compared to the last few years. This may be a good thing, especially considering some of the big events that we have going on this…
Q1 2024 Review – Interest Rates “The Smartest Guys in the Room” – Political Season!
As we look back to the first quarter of 2024, which for the record went by at warp speed, a few items stand out in our minds. We also have reminders for later in the year, with specific reminders of…
REPOST: Q4 2023 Review and Private Policy Statement
About two years ago, March 2022 to be exact, the Federal Reserve led by its chief, Jerome Powell embarked on the fastest interest rate increase in history based on a percentage basis. For the holiday seasons or holiday cheers, the…
Q4 2023 Review and Private Policy Statement
About two years ago, March 2022 to be exact, the Federal Reserve led by its chief, Jerome Powell embarked on the fastest interest rate increase in history based on a percentage basis. For the holiday seasons or holiday cheers, the…