Category Archives: Jen Hill

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 !

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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

 

 

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

Big News Update…. Even More (2) Fun News Items to FINALLY Tell Next Week!

We have had a few funny but snide remarks for our Tease here a while back….

Guess what?

Now we have TWO announcements to make NEXT week!twins - kuala-lumpur-1820944__480

One is bound by an authority beyond our control… hint hint

One is bound by superstition… BIG hint hint…

Not earth shattering …  we don’t want to make too much out of them…but as our prior Tease mentioned you never know how long it will last… and now that is times Two !

We promise to let you know as soon as we can, next week!

Until then…shhhhh

Pretty rainy here … hope you have a Great 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

 

Big News Update…. Even More (2) Fun News Items to FINALLY Tell Next Week!

We have had a few funny but snide remarks for our Tease here a while back….

Guess what?

Now we have TWO announcements to make NEXT week!twins - kuala-lumpur-1820944__480

One is bound by an authority beyond our control… hint hint

One is bound by superstition… BIG hint hint…

Not earth shattering …  we don’t want to make too much out of them…but as our prior Tease mentioned you never know how long it will last… and now that is times Two !

We promise to let you know as soon as we can, next week!

Until then…shhhhh

Pretty rainy here … hope you have a Great 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

 

Q 1 2019 Newsletter Video Audio Podcast Review By John Kvale

Welcome to our Video and Audio Podcast Review of our Q 4 2018 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter.

Click Here for direct link to an electronic version (an early peek-good ole fashion paper versions are on their way to you shortly) and here for our Newsletter page

Let’s get going!

 Q 1 2019 Newsletter 

And here is your review!

Capital Market Talk

The Grinch Came to Christmas

Just a few days into the final Quarter of 2018, market participants became grumpy and continued their coal ways all the way through the end of the year – a seasonally strong historic period of time.

In our main capital market article we discuss the reasons why – no one knows for certain, and discuss the speed of the decline along with what the future may hold..

Updated Personal Theft Story

After having three credit cards stolen which we spoke of here, an interview with a detective brought to light some amazing stories of theft

  1. Never give gift cards as a payment –
  2. Don’t fall for fake blackmail –
  3. Have a safe word for fake kidnappers or other similar scams

Meet Jennifer Hill “Jen” Our New Operations Manager

In a more in-depth article that expands on her background, Jennifer “Jen” Hill has our formal introduction along with several fun pictures including a Charlie’s Angels and a D Magazine Wealth Managers Picture from our honored award of D Magazine’s Best Wealth Managers.

We hope you enjoy … talk to you in the Spring!

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

Friday Before Thanksgiving – See You at the Party Tomorrow – Office Hours Next Week – Travels – Our Most Popular Video Ever Next Week!

Is it me or did Thanksgiving get here F A S T – way to fast.. Wow ….

It only gets faster and busier now…. New Years here we come … whoaaaa – hold on just a second!

Annual Holiday Party DAC

Tomorrow is our Annual Holiday Party at DAC — we thank all of you that are coming — we are going to have a good group

Don’t forget to wear some Holiday Threads as we have a professional photographer that is sure to make us all look good!

Shhh – here is a last minute secret — if you forgot to RSVP – just let Jen@jkfnancialinc.com  know today – we put a little extra headcount cushion for those that … well,  got busy with other things…

YES there will be an open bar – Please do not drink and drive – but an afternoon cheers is certainly in order!

Long time Holiday Participants may notice the new address that corrects the GPS problem from years before – newbies – just plug the address in and you will be directed to the party site (A feat not exactly straight forward in years past!)

Travels for Thanksgiving and Office Hours

With a Christmas schedule that includes a huge and long lasting Tennis Tournament – Thanksgiving has become the only entire family get together time –

I will be out next week with the family for an early/only Holiday get together ..

Jen the “Tennis Beast” will be driving the ship on Monday and Tuesday – with the office being closed the remaining portion of the week…

I am going to try and stay away from Technology – but usually after a bit, the check-in itch cometh… will see !

Most Popular Video – The Final Showing

On Wednesday before Thanksgiving we will air the final “official” repeat showing of our most famous Video ever, which happens to have frustration by yours’ truly, but humor for the rest of you — glad to accommodate…

With years that have gone by like minutes, the kids are now older – while not yet a classic, we think you will still enjoy the video —

Maybe a today and then picture for comparison?

Enjoy your weekend, talk to you after Thanksgiving !

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

Born in Long Island … 16 Years Banking/Wall Street … Welcome Jen Hill to J.K. Financial, Inc.

With a sixteen year, Lower Manhattan/Wall Street banking background, there has to be a story? – and yes there is … there are no  Y’all and Fixin’s from her, “The Brain” and I of course slip frequently …. 

This is the official introduction to Jen Hill our new Operations Manager….

Long Island to Manhattan – Deutsche Bank to HSBC (16 years total) – then on to Dallas- She looks forward to meeting everyone at the Holiday Party this Weekend!
Jen Head Shot

Born and Raised in Long Island – Now at J.K. Financial, Inc.?

Raised in Long Island and after spending half of her college years in Pennsylvania and the remaining back in New York … the journey began…

After a multi-year stent in real estate with a family member, and then a two year advertising job representing a famous (and fun) rum – the Financial World of New York was calling…

Working her way up from a starter position in documentation at Deutsche Bank then on to  Option settlement … finally to end up at the High Net Worth phone bank (AKA High Maintenance Desk) – after six years a move was in the cards…

Ten – yes TEN years at HSBC in product control and dealing with the great financial crisis first hand… the two hour each way – EACH WAY – commute was too much, and a move to Dallas was in the cards.

With a spouse that formerly was a professional baseball player, now a fireman for an area town, Dallas is the new home of four years now.

Jen and Jeremy Hill have two children, both of which are now in a local elementary school and a much closer 10 minute commute from the office – whew

We welcome Jennifer “Jen” Hill to our firm!

Oh.. but wait there is another bit of information….

The introduction was made via a sport you all know we have family connection ….
Jen Hill

Jen is a on a tennis team that included Pam – such the intro –

Have a Great “Welcome Jen to J.K. Financial, Inc.” 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