First Quarter 2014 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
Performance Report Cover Letter
Category Performance Report Cover Letter
Fourth Quarter 2013 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
Fourth Quarter 2013 J.K. Financial, Inc. Performance Report
Third Quarter 2013 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
Dear Investor: Have you ever been so busy for an extended period of time that you said to yourself “I really need some time to rest and recharge?” US Domestic Equity Capital Markets are in dire need of a rest…
Second Quarter 2013 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
Q 2 2013 Performance Cover Letter
First Quarter 2013 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
First Quarter 2013 J.K. Financial, Inc. Performance Report Cover letter.
Fourth Quarter 2012 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
Q 4 2012 Quarterly Performance Report Cover Letter
Third Quarter 2012 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
The Q 3 2012 J.K. Financial, Inc. Quarterly Performance Report Cover letter
Second Quarter 2012 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
Dear Investor: In true manic form, capital markets participants over-shot early in 2012 being too optimistic as they bid most world indexes up to lofty levels from a very negative posture at the end of last year (2011.) As economic…
First Quarter 2012 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
Dear Investor, Enclosed you will find your Q 1, 2012 Performance report for your perusal. As a review this report summarizes your transactions for the latest 90 days and also contains tax basis for all investments. With the weight of…
Fourth Quarter 2011 J.K. Financial, Inc. Performance Report Cover Letter (Clients)
Dear Investor, Enclosed you will find your Fourth Quarter 2011 Performance Report. As a reminder this report is a summary of your monthly statements and transactions you receive directly from our outside custodian along with the IRS tax basis for…