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$treet-¢ents
$treet-¢ents

Happy New Years !

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • December 31, 2025

Goals or New Years Resolutions – A Fun Positive Way to Get them Down, Keep Track, Hold Yourself Accountable and Stay Positive while Accomplishing!

J.K. Financial, Inc. Positive Goals

  • John Kvale CFA, CFP
  • December 29, 2025

Fun Goal Setting Review Pre-view … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • December 26, 2025

Happy Holidays and Best Wishes to All!

John A. Kvale CFA, CFP AI Content Authenticity: AI created the image. All of the following text content has been completed by myself and has…

  • John Kvale CFA, CFP
  • December 24, 2025

Planning for Mandatory 401k Roth Catch up Rules of 2026!

J.K. Financial, Inc. Catch up 401k Roth Mandate

  • John Kvale CFA, CFP
  • December 22, 2025

New 401k Catch Up Rules in 2026 ! Friday ….

J.K. Financial, Inc. Mandatory Roth

  • John Kvale CFA, CFP
  • December 19, 2025

Great Chart of Average Age of First Time Home Buyer – Almost 10 year older than a decade and a half ago – Mortgage Rates, Housing Prices, Student Loans ?

J.K. Financial, Inc. Age of First time Home Buyer

  • John Kvale CFA, CFP
  • December 17, 2025

RMP – Reserve Management Purchases …. After completion of QT AND lowering of Short Term Rates … $40 Billion month Purchases, a slight flip flop….

J.K. Financial, Inc. Reserve Management Purchases

  • John Kvale CFA, CFP
  • December 15, 2025

FOMC Lowers short term rates, A new term “RMP” from the FOMC, Closer to year end … Friday

J.K. Financial, Inc. Lowered Rates and new Term RMP

  • John Kvale CFA, CFP
  • December 12, 2025

Quietly the FOMC has complete QT – Quantitative Tightening – Bond Market pressures will be less !

J.K. Financial, Inc. QT Ends

  • John Kvale CFA, CFP
  • December 10, 2025
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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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