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  • About
  • Monthly Video
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$treet-¢ents
$treet-¢ents

Temps to Drop across the US … National slow internet … Promised Tax items Monday along with hopeful departure to Vendor Event ….

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 23, 2026

Q4 2025 Review, Start to 2026, Annual Private Policy, ADV and CRS (Client Relationship Summary) delivery – Clients

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 21, 2026

Holiday Weekend – Monday MLK … Preview of Homework for you guys … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 16, 2026

Groundhog Tariff Talk Reminder … Watching Interest Rates among other items ….

J.K. Financial, Inc. Groundhog Tariff

  • John Kvale CFA, CFP
  • January 14, 2026

Q 4 ES Payment for 2025 Reminder: This Thursday January 15th, 2026!

J.K. Financial, Inc. ES PMT Reminder

  • John Kvale CFA, CFP
  • January 12, 2026

Tariff talks possible today … Friday of first full Week of 2026!

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 9, 2026

Top Words of 2025 from Visual Capitalist !

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 7, 2026

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

  • John Kvale CFA, CFP
  • January 5, 2026

2025 Year Review … 21000 Views over last few years … Top Post and Video Review for the year!

J.K. Financial, Inc. 2025 Blog Review

  • John Kvale CFA, CFP
  • January 2, 2026

Happy New Years !

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • December 31, 2025
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August 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Annual Party Reminder/Invite … Cash Purchase Reminders … Social Security Reminder to review … FIMA/Bessent/Warsh … By John Kvale CFA, CFPAugust 31, 2026
July 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Holiday Party … Cyber … New Government Accounts … Concentration … Quick Oil take … By John Kvale CFA, CFPAugust 3, 2026

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Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

Important Disclaimer

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 investing!
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