Category Archives: Personal

Sending Best and Safe wishes to the Many Friends and Families of Florida … And those in the continued path of IAN

As many of you know, a favorite backdrop at home, office … heck almost any time are the Live YouTube Webcams of around the country….

With a special emphasis on the soothing Ocean live camera’s…

Almost all Ocean Camera’s are of Florida and the passing of Hurricane IAN ….

Hearing from most but not all of our Favorite Floridians….

We are sending Best Wishes, Safety and our most important thoughts to you as you go through the tough aftermath of Hurricane IAN and those that may be in the future path …

Have a Safe Friday and Good weekend – Talk Next week and let’s try to stay out of the way of Mother Nature!

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

Finally Use of Electronic Wallet … Time Saver as Jogging season kicks in … Friday before week of Travels

It’s Friday …. How about a non-financial … fun education personal experience …. Let’s go!

With a challenge from several friends for a half Marathon in the fall (13.2 miles) the jogging arm band for the cell in order to listen the afore mentioned podcasts is in full motion.

Most joggers, present party included hate ANY type of pockets, or any items that would bounce/chafing as the jog continues….. aka no wallet or cash or credit card !

Post a jog … in a familiar place the front of the grocery line and without a form of payment…. A mandated new transaction was on (hunger over technology embarrassment)

Meet the Cell Phone Wallet

The growling stomach and the few fellow shoppers over the shoulder mandated a Wallet payment attempt…. yaa yaa probably a lot of you already know this, but I bet a few were similar and only put their boarding pass in their Wallet….

Looks like this:

You can put more than just boarding passes… i.e. Payment Cards…

Pick the one you use and push the phone towards the checkout device (luckily this was a feature…sure not all devices have this) a face or code is entered on the cell ….. and boom, transaction completed (at least that is what happened, was the first!)

Speaking of Boarding Passes… Next week Garners (Happily) mid-week travels…. but always tethered by electronics ….

Talk next week – some from afar- but still talk!

Enjoy your Friday and weekend!

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

Super Handy Computer Screenshot Feature … Friday

About a two years ago, the number one son (Pierce) after watching struggles on completing these posts, formatting problems incorrect file format….

“Want me to show you an easy way to get that chart into your post?”

Windows key, shift and S key all at the same time!

This puts your screen into a cropping copy mode and you just drag the mouse to what you want copied to the clipboard…

Looks like this … always use the crop mode, but in doing this post realized there is a lasso and full screen mode as well…

Brilliance!

A huge time saver!

Used every week and often multiple times weekly and frequently all in the office use as well!

Known as the Pierce Screen secret!

Another break from the Financial “Stuff” All bets are off for next week…. Newsletter gets more words this weekend too!

Have a good day, Friday and Weekend – talk next week!

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

On the way back home … Long weekend … Labor Day Monday !

In concluding a fantastic start to a more “Normal” travel season…. It is super to report from just a little less than a year ago…. Things are well, returning to normal….

As you read this, the travels are in action and the flight is back south to home for a long weekend…

So great to visit, so great to feel more normal… YAY

Next week is a short week as we unofficially start the early fall season.

Ahhh…but that is next week and today is a Friday heading into a Labor Day Holiday extended weekend….

Enjoy and spend time with those important in your life… Talk mid next week!

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

A Very Productive Week … Finishing Touches on Neat Holiday Party Venue … Continued Office Updates … First Travels of Late/Post Summer Next Week … Friday

Some weeks we like everyone feel like our wheels are stuck in mud and we just cannot get out of our own way….

Not this week –

For a late summer, pre-holiday weekend coming down the pike, we had a fantastic week that we were able to share with many of you personally and of course in this venue….

Needless to say the time to sleep from head hitting the pillows for all was very short ..haha

26th Annual Fantastic Holiday Party Neat Venue – Save the Date November 19th 2022 @ 2 pm

Shhhh we are putting the finishing touches (actually waiting for contracts) for our 26th Annual New Never Attended Venue for our Holiday Party!

Sneaky Venue Soon Known – Any Guesses?

Saturday BEFORE Thanksgiving afternoon – November 19th at 2 pm

More details soon! yay

More Spiff to the Office

As mentioned here in our Wall Street’s Angst in Bloated Inventories may be good for MANDATORY needs… we continue with minor updates in celebration of our New Half Decade Lease Commencement …

Post Summer Travels – Happily First of Many

Next week kicks off the first post/late summer travels, happily with many on the horizon as we enter the fall season…

Less hurried travels we might add due to the noted delays with flights …. Lemons into Lemon Aide anyone!

Ahh… today is a Friday heading into a pre-holiday and travels week – Enjoy – Talk next week, maybe even some lighter subjects for our collective reviews!

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

2.5 days down 177.5 to go, Traffic Back , Break in the Heat , Friday

Not sure about you guys getting kids to school, but everyone I know after the first week always says and thinks “Not sure how we’re going to make it” as it’s a crazy first week… only 177.5 more to go……. OUCH … We all do make it of course … but once again the crazy first week at least at our Homestead did not let us down in the form of busyness.

The Are Back

With the aforementioned local university also filling up, the streets seem extra packed because the locals, if possible, headed out, due to the extremely hot summer, leading to what felt like an over population of the streets suddenly, but just a return to the norm.

Speaking of heat, we actually saw something fall from the sky that we didn’t recognize as it’s been so long, I think it’s called rain! The temperatures missed the triple digits for a few days in a row, leading many to believe maybe the worst is behind us! Yay.

Markets Back to School Too

Capital markets or maybe better said, capital market participants may also all be getting kids back in school as it’s been a fairly uneventful past few weeks. Not to despair that will all change when we get on the other side of the coming holiday which is still a few weeks away.

Today is a Friday and heading into the first weekend of school at least at our Homestead, enjoy, spend time with those that are special – Talk next week!

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

Home Sweet Home … On the way … Saw Sharpened … School About to start … Fun Friday

It has been nice being remote in a cooler climate….

Many of you know it truly is a working (but it never is work) remote vacation…

Tomorrow we rise before sun and hit the road back to the familiar surroundings…

School beacons not only for our family but for new minted “God Mother” daughter at a super close to home college… neat honor!

Speaking of working vacations, two 5 hour virtual seminars were completed midweek…. one of the most interesting sessions discussed the fact that mailed statements actually have a greater fraud exposure than electronic now… interesting… more to come!

Ahhhh….. today is a Friday heading into a mid month weekend, enjoy and talk next week!

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

The domestication of animals, dog really is the best friend?

With some heavy posts as of late and more on the horizon, this fun totally non-financial chart from our best friends at Visual Capitalist hit us over the weekend and we thought we would share it.

Apparently the dog really is the best friend!

Our Cross Eyed Cat will be insulted that a sheep and goat made it before his species….

Have a Great “Domesticated Animal” 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

Last Summer Get Away on the Horizon …. Friday

With a summer that feels like it’s passing as fast as a lightning bolt, notwithstanding some restrictions due to the overzealous heat locally here in the south, all of us at the office are looking forward to our final, before school start, vacation dates…..

Mid next week, two bicycles, two dogs, two kids, one cross eyed cat, and one spouse head to a cooler climate with yours truly, for the last hurrah before school starts mid August…. Yes it sounds like the Beverly Hillbillies… you should see the actual event in action…

We do our best to plan our family times in a staggered format, so as not to be out of the office. Of course we always have complete technology control but sometimes may suffer from week Wi-Fi especially in more remote areas.

Being a strong believer of getting away, spending time with the family, relaxing, and sharpening that blade, we all encourage and cover for each other while we are out … but as mentioned before technology allows us to remain tethered, loosely/lightly tethered especially during the month of August, before the inevitable start of school that occurs mid month.

So let the fun begin next week and continuing for the next several, there may be times where an email response is a bit delayed, but we are always watching even from a far.

But that’s next week and today is a Friday heading into a mid to late summer weekend, if you’re near us stay hydrated spend time with those that are important and talk next week!

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

Happy Fourth of July Weekend !!!

Monday is Fourth of July and a National Holiday…

Our office will be closed along with Capital Markets and all government offices!

Shhhhhh ….

Don’t tell anyone …..

We are making a late morning escape today to start the long weekend off!

HAPPY FOURTH OF JULY ! YAY

Talk next week!

John A. Kvale CFA, CFP