December 2025 Financial Planning and Capital Market Audio Video Review … 401k Roth Catch Up Mandate … QT Ends … FOMC Lowers Short Term Rates … RMP Begins … By John Kvale CFA, CFP
December 2025 Review by John Kvale
Category Video
Fall 2025 J.K. Financial, Inc. Newsletter … 529 Reminder … Economic Probabilities … Residential Housing Analysis … By John Kvale CFA, CFP
Fall 2025 J.K. Financial, Inc. Newsletter - Housing, 529, 401k, Economic Probabilities
November 2025 Financial Planning and Capital Market Audio Video Review … Trusts, International Clients, Cyber/AI … Cola Retirement Limits … Government reopens Choppy Markets … By John Kvale CFA, CFP
November 2025 Review by John Kvale
October 2025 Financial Planning and Capital Market Audio Video Review … Cyber, RMD, COLA Reminder … Shutdown, Interest Rate Update … By John Kvale CFA, CFP
October 2025 Review by John Kvale
September 2025 Financial Planning and Capital Market Audio Video Review … A Word about Government Shutdowns … Donations now versus 2026 … Interest Rates Continue to Move up … By John Kvale CFA, CFP
September 2025 Review by John Kvale
August 2025 Financial Planning and Capital Market Audio Video Review … Tax Law Update Continued … Rates from Powell … Global Market Update … By John Kvale CFA, CFP
August 2025 Review by John Kvale
Summer 2025 J.K. Financial, Inc. Newsletter … All About New Tax Laws … By John Kvale CFA, CFP
Summer 2025 J.K. Financial, Inc. Newsletter - Analysis of New Tax Laws
July 2025 Financial Planning and Capital Market Audio Video Review … Tax Laws OBBBA Something for all … Cyber Rats and Texts … Jerome Powell Pressures and Effects … By John Kvale CFA, CFP
July 2025 Review by John Kvale
June 2025 Financial Planning and Capital Market Audio Video Review … Tax Laws down to 940 pages … Bad Habits … Hiccup … By John Kvale CFA, CFP
June 2025 Review by John Kvale
May 2025 Financial Planning and Capital Market Audio Video Review … 300 to 1000+ Pages of Tax Laws … Rental Car crash list … Ai and Cyber reminder … Buffett Rides into the sunset … By John Kvale CFA, CFP
May 2025 Review by John Kvale