Category Archives: Personal

Thanksgiving Thanks – HAPPY THANKSGIVING !!

Confession time….

Over the last years, especially the most recent …

Thanksgiving has taken on a very special meaning.

Maybe it is because it is just a Thanks time …

Maybe because the age notches in the  belt are gaining population…

Maybe seeing the kiddos closer to exiting the house and independence… down to one hand on the oldest…

Happy Thanksgiving!

Maybe the last year of our most popular video … MAYBE ….

It’s a bit dated…but never repeated…. too original

ENJOY!!!

Have a Happy Thanksgiving Day!

John A. Kvale CFA, CFP

Break In – Our Platform/Vendor Merger = BIGGER and Better (Hello Schwab) … Fun Animated Chart – Best Selling Artist 1969 to Present

Break In

Earlier this week a formal announcement of our Vendor/Platform – TDAmeritrade being acquired by Charles Schwab – deal to close second half of 2020 if all goes well!

We expect no significant changes for any of us, and would add additional resources will be available to us after the merger – We have been asking for advanced Banking Services for some time… likely will be a result of the merger!

Can you hear new 1 Minute “How To” Videos in the works??

Should be fun as we always like new technologies and resources!

Now to our regularly schedule program….

These from our new friends at Data is Beautiful… we agree….

Of course there will be financial related animation to come soon…but not on Thanksgiving Week – especially after that heavy Monday Post!

Take a moment …

Its worth the watch….

Try to guess who comes up next!

 

John A. Kvale CFA, CFP

 

Behind the Curtains of our Writings (Readers/Followers/Clients)

Recently we’ve had several back-of-the-hand (accidental – but very nice) compliments which we greatly appreciated …..

Multiple sources have asked if we ever sleep? Mostly due to the amount of content that we write … a Quarterly Newsletter, Newsletter Videos, Monthly Review Videos along with a Post, and most of all, three times a week (MWF @ 10:30 AM) here on our Blog….

A while back we posted “Why we do our Blogs” to a wonderful reception … so here is a peek behind the curtains!

How We Do Our Blog Postsimg_5440

The secret in our case, is one word – Dictation!

This blog post is literally being composed on a weekend walk with the dog, early in the morning, post Java enhanced brain, on a rainy day.

About 3/4 of our Posts here, almost all of our Reviews,  and our Newsletters Articles for that matter, are dictated.

There are hick-ups – as dictation can sometimes put the incorrect phonetically word, which is very easy to miss.

For those that are going to try this themselves – as mention above, this post is being dictated directly to WordPress – our blog platform, but here are a couple of tips on what platforms we have found receive dictation the best.

Microsoft Word is not very dictator friendly, one of the best dictator friendly applications are the notes section in your phone, be careful if you (or a linked family member) text sailor comments occasionally to your friends, your Iphone  will bring up sailor comments in your dictations – be sure to double check.

There is always final clean up that needs to be done, the current corrections on this post at this time are being done from the Laptop … with multiple different time reviews as the aforementioned phonetic mistakes are really darn hard to catch.

Again thanks for the ultimate comment; “Do we ever sleep?” That makes us feel good, we appreciate everyone taking the time to read our material as we really work hard, and give it a lot of thought which also helps us with clarity, and gives us living memoirs.

Hope You Enjoyed Behind the Curtains of Our Writings – Give it a try yourself!

Have a Great “Fun Writings” Day!

John A. Kvale CFA, CFP

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

From Party Last Night ..Walk Down Memory Lane Video … Fun Pics – Friday

This video was playing throughout the elevator monitors during the party last night…audio is neat if you are in a place to listen!

Some great memories – 24th year of party, 30th year in the business….

Thanks so much to all, especially those that traveled far to come, we hope you enjoyed it as much as we did seeing everyone and visiting.

A Few Pictures as well !

This slideshow requires JavaScript.

Time Goes Fast…. All Good!

Have a Great “Walk Down Memory Lane” Friday!

John A. Kvale CFA, CFP

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

 

 

Email Address is the New Home Mailing Address – Why the Restrictions Associated with Changes!

In the good old days our physical home address was the most important item for delivery of mail and physical identity. Not sure if your mailbox is like many, but for the most part paper delivery is WAY down and expected that in the next few years many entities (Credit Card, Mortgage, Paychecks… any kind of monthly statement) will completely discontinue options for paper delivery …. this is a much greener approach, and will certainly help our environment – we know it may be uncomfortable for some, but likely inevitable!

Email address replaces Home Address – Our Collective Responsibilitiesicons-157872__480 email address

Given the above mentioned facts, with our email address now been our most likely contact … similar to our physical address in the good old days, new restrictions for our collective security are welcomed, needed, and expected.

It’s for our own collective safety that to change an email address on a delivery should be more secure!

In today’s more secure and safe environment for us to change an email address on your information we will now need to submit a signed document – ok … it’s a bit of a pain, and in the good old days when delivery was mostly to our physical address we could do it for you – but that was as they say … the good old days.

With 95% of our clients receiving all of their information completely electronically we feel like we are the norm, and accept the new responsibility but slightly more challenging changes to our electronic delivery.

Docusign Anyone ? More to come on this soon!

Just a heads up in advance,  when we change our email there will be additional documents for our collective security to make the change.

We will make it super easy, but there will be an extra step.

Sorry for the hassle but again certainly for our collective security!

Have a Great ” Email is New Home Address” Day!

John A. Kvale CFA, CFP

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

RSVP Reminder to Holiday Party/Perot Event .. It’s Less than Two Weeks Away .. YAY – Friday

We are extremely happy to see all of you at the Holiday Party Thursday November 14th at 6:30 PM at the Perot Museum….

The more the merrier… we have a big showing so far… BUT…

We have PLENTY of room, so don’t be shy…

If you want to come, and have a family member, or close friend that wants to come…

TODAY IS THE RSVP DEADLINE (we have some flexibility – if you read this past the deadline, reach out)

RSVP TODAY FOR THE PEROT EVENT

Hit jen@jkfinancialinc.com to reserve your spot… we want to see you there…

And now the carrot …

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.
jkfinancialinc
street-cents

Surprises Finally Announced! – D Magazine Best Wealth Managers, Thirteenth Consecutive D Magazine Best Financial Planner – Wharton Guest Host Sirius Satellite “Live” Your Money, National Show

For those in Dallas, be sure to grab the latest D Magazine off the shelf …

The picture was taken in front of our Building and it came out great … less Grey showing in Your’s Truly this time…

Knowing that what we do is a team effort makes for a wonderful appreciation that the team is included in this award …congratulations guys!

D Magazine Best Wealth Managers

2019 Final Approved Dmagazine Best Wealth Manager

 

 

 

D Magazine Best Financial Planner

Very proud to have the team included above and also honored to be nominated for the thirteen – yep – thirteenth consecutive time… maybe the Gray was hiding..haha

Best_Financial_Planner 2019

Sirius Satellite Live Guest Host Wharton School,Your Money with Kent Smetters

When it rains it pours…. wish we could have spread all of this fun out over more than a day …

Last night I was honored to co-host a one hour live radio show with Wharton Professor, Ken Smetters on Sirius radio, channel 132 – re-runs will occur all week from 4-5 Central time if you are so inclined…

Sirius radio restricts prohibit us from recording or replaying any portion of the show!

The show is always fun and gets the adrenaline flowing as the fitbit surprising shows no increased heart rate… sure felt like it !

JK Sirius

Have a Great “Surprises Finally Announced” Day!

John A. Kvale CFA, CFP

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