We did the no rain dance…. but forgot to do our no Wind dance… go figure…
Who would of thought a cold front would blow through with steady 25+ mph winds that gusted even higher. Yes those were whitecaps on the lake adjoining our venue.
Just like we pivot in life, investing and many other areas … a quick move from outside the huge backyard to the inside made for a great venue. It was an easy decision as upon entrance we saw the caterers literally chasing down a wind blown bounding high-top, not to mention the front door would not open due to the wind gusting through the entrance to the back yard which we hoped to keep open — digressing!
We knew the house could hold us all, but had no idea how hard it would be to visit with everyone as we all scattered among the various rooms. Sorry if we did not get to chat very long.
Thanks to all for your time and drive to our venue, especially those that came from far, some VERY far and driving overnight to get there !
Thanks SO MUCH!
Office Hours
We will be closing early Wednesday and will not be in the office on Friday of this Thanksgiving week!
Of course we always peek at our electronic tethers – Someone could have an emergency and we are glad to be there!
Most Popular Video – EVER
Of all the videos we do, one has risen to the top as our most popular ever, SO FAR !
We will air the video again this Wednesday …. It’s uncut, un-scripted, and un-forgiving to the producer !
Enjoy …. Happy Thanksgiving (a little early).
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
32.862850
-96.808138
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October 2017 Podcast Video, Financial Planning and Capital Market Update- By John Kvale
Here is our October 2017 Monthly review. If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast format.
October 2017 Video
Break In – D Magazine Honors – Best Wealth Managers
We are super happy to be honored in D Magazines Best Financial Planner and Wealth Managers Award !!
Thanks so much and congratulations to our fellow recipients.
11th Consecutive Honor – John Kvale Best Individual Financial Planner
The 11th consecutive D Magazine best Financial Planner award was also in this edition and we are super happy to announce, John received his 11th consecutive nomination!
Financial Planning Tip(s)-
Social Security Increase
Don’t smirk at 2%, every penny counts! With a CPI (Consumer Price Index) increase of 2% year over year, the Social Security Administration passed the good news on earlier this month. Take that 2% increase and run!
Capital Market Comments
Rates are Slowly Ticking Up
After much silence on interest rates, we have taken notice of recent movement as the global economy begins to pick up steam … Overseas seems to really be getting their act together.
Consumer Sentiment Also Higher
The University of Michigan Consumer Sentiment hit a post “Great Recession” high this month.
With two thirds of our US Economy being based on consumer consumption, this bodes well for the Economy.
See you at the end of November, which also features our very special Blooper Thanksgiving Video from a few years ago!
Happy Fall Season!
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
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Posted in Donald Capone, Earnings, General Financial Planning, Interest Rates, Investing/Financial Planning, John Kvale, Market Comments, Monthly Review, Personal, Video
Tagged Best Financial Planners, Best Wealth Managers, Consumer Confidence, CPI, Interest Rates, Social Security, University of Michigan