As a follow up to our earlier post of A Dozen Common Tax Mistakes, today we get to the top six that we have experienced with clients over the last two decades. As a quick review of from number 12…
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Upon receiving a congratulatory call from a peer, we found that Texas Monthly, in their most recent monthly publication, voted J.K. Financial, Inc. and John Kvale, among many others, a five star investment advisor. We are very flatterred by the…
Markets rarely move directly in a line and in an early post we stated “In a call with an investor yesterday I was asked “What would you like to see the Capital Market’s do?” My answer was simple, stay in a…
In a play on one of the old western movies, “The Good, The Bad and The Ugly” over the next few posts we will highlight the three most impactful presentations from our conference before digging deeper into other information that we…
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to…
