Category Archives: Video

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.

Enjoy!

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.

9-27-17 FINAL DMAG Spread

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!DmagLogo

Wow and again thanks to our fellow recipients!

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!

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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.

10-24-17 10 Year Treasury

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.

10-13-17 Consumer Sentiment

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

Q 4 2017 Newsletter Video Audio Podcast Review By John Kvale

Welcome to our Video and Audio Podcast Review of our Q 4 2017 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 4 2017 Newsletter

International Market Analysis

In a quest for value, it may be appearing overseas with our friends across the pond. Our core article of the newsletter discusses P/E Price Earnings along with the more smoothed CAPE or cyclically adjusted price earnings which is just a 10 year average ratio. With multiple looks at a long awaited possible long term positive trend, the next 3-5 years may be in the corner of  our overseas friends.

Tripit our App of the Quarter

After stumbling upon a neat app from a dear friend, “Tripit” makes our app of the quarter. Bet you have no idea just how many different reward programs you are involved … after loading them into our app of the quarter, your life will be easier.  Constant price reviews after the purchase along with multiple handy reminders may make this a fun – non financial review and item for you to try out this quarter.

Equifax Update and To Do’s

Our most popular posts on street-cents.com our blog, was the discussion of the Equifax breach. Our theme “Chillax” if our information had not been comprised before, it will eventually. The best defense in this case is an offensive preparation, BEFORE the next breach.

Break In: Yahoo announce after our discussion much more information had been compromised than originally thought …

Not IF, but WHEN our information is compromised …

1 Minute Video Reviews and Screen Shots

With tons of fun and compliments, our half dozen set of 1 minute video’s also make the Newsletter. If you like to talk like I do, full appreciation for just how hard it is to make a 1 Minute video… haha

Here is a link to our 1 Minute Video Page on our Website

Here is a link to all the Videos here on our blog

Parting Thoughts

Shhhh, we have a secret that we want to tell, but are forbidden for a couple of more weeks. We will only say it is an honor!

Watch for a reminder of our hopefully awesome Saturday Before Thanksgiving-Early November 18 Holiday Party at the Dallas Arboretum from 1-3 pm and free reign of the park until 5! Fun times !!!

Thanks for the time!

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

September 2017 Podcast Video, Financial Planning and Capital Market Update- By John Kvale

Here is our August 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.

Enjoy!

September 2017 Video

 

Financial Planning Tip(s)-

Equifax breach

One of our most popular posts this month was here on the Equifax Breach.

Update, it appears the site Equifax set up, after entering some of our individual information to see if our privacy was compromised, defaults to yes for everyone.

The good news was this breach occurred months ago and if we have not had problems yet, at least the aggressive hackers are not using our information.

As mentioned in our post, it is not a matter or if, but when our personal information we be divulged. We need to all act accordingly and protect ourselves to prevent the eventual problems a loss of our information may create.

Real Estate Wire Fraud Issuesfraud-2695269_960_720

Briefly, this important  post about Real Estate Wire Fraud is worth noting again. While after the fact, this type of fraud looks easy to detect, in the throws of what is a stressful time (buying a new home or the like) fraudsters are taking advantage of our vulnerabilities.

If there are any last minute changes to your closing, BE SURE to contact the receiving party to confirm they are legitimate.

Capital Market Comments

United States Dollar Talk

With a few “Sky is Falling” US Dollar headlines, we addressed these concerns front and center in this Post and also in our coming newsletter with the chart below from our fellow blogger and former economist  Scott Grannis and Bloomberg.

20170907_150433563_iOS

Not only is the Unites States Dollar not undervalued, its still too strong using recent history as a guide!

See you at the end of October.

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

August 2017 Podcast Video, Financial Planning and Capital Market Update- By John Kvale

Here is our August 2017 Monthly review.

August 2017 Video

Financial Planning Tip(s)-

1 Minute Video Series – Six of them to be exact

Over the last six weeks we had fun recording our first series of videos on our New Total Vault …. A total of Six to be exact!

  1. Finding your Cool New TOTAL Vault
  2. Resetting the Password on your Cool New TOTAL Vault
  3. Uploading Important Docs to your Cool New TOTAL Vault
  4. Connecting outside Accounts to your Cool New TOTAL Vault
  5. Running nifty reports from your Cool New TOTAL Vault
  6. Constant Improvements coming from your Cool New TOTAL Vault

All of these can be found using our search feature on our blog here or here at our main website.

Capital Market Comments

The “Natural” rate of Employment/Unemployment

In this post during the month we take a deep look at the Unemployment rate and just why it was not different this time, but why it took so long to normalize.

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It is not to much of a stretch to think normalization took longer because it has been such a slow recovery. VERY SLOW — this recovery is the far right weak line with the lowest slope.

JPMorgan GDP expansion chart

See you at the end of September.

Happy Summer!

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

1 Minute Video New Vault Series – Continued Updates and New Reports

In a neat coincidence of the subject of the last video for this series, we had intended on reminding that additional information, updates and constant improvements are a part of our New TOTAL Vault.

Continued Improvements and Updates

Last week, after our most recent Video, new updates were made for a more clean look on the landing page…

We have only touched the Tip of the iceberg of the powers that our New TOTAL Vault contains … giving us many more features and powers to roll out in the future.

Estate Planning Graphs is one of our favorites and is being rolled out on a case by case basis due to the complexity.

Have a great Continued Improvements Day!

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

1 Minute Video New TOTAL Vault – Reports

In this handy video, we show you the Report feature of your New TOTAL Vault…

As a quick reminder,  all of our Vault Series Videos are being posted on our web page here

Report Feature of New TOTAL Vault

  • Log into the landing Net Worth Page of your Vault using your credentials
  • Click on the “Reports” tab at the top of the page
  • Under the “Report Selection” Tab, various reports are available – we will be adding more too

 

There you have it, easy as that to find, view and print reports from your New TOTAL Vault!

Have a GREAT Day!

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

 

 

1 Minute Video, How to upload sensitive information into your NEW TOTAL VAULT safely….

In our first fun 1 Minute Video, here we showed how to find your New Total Vault…

Then in our second fun 1 Minute Video, here we reset our Password, a frequent favorite and much used reference.

In a continuance of our fun but educational 1 minute video series ….

How to quickly load super sensitive information into your New Total Vault safely!

  • Open your New Total Vault webpage
  • Click On Vault at the top of the window or drop down on a Tablet
  • Click on Folder you wish to add document to
  • Hit Upload Folder
  • Scroll to Document on your computer
  • Upload

There you have it, as easy as that!

Thanks for the time!

Have a Great Day!

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