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$treet-¢ents
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Save the Date! 29th Annual Holiday Party, Dallas Athletic Club, Saturday Before Thanksgiving November 22cnd, 3-5 PM

J.K. Financial, Inc. 29th Annual Party

  • John Kvale CFA, CFP
  • October 17, 2025

Dream Careers … From our Buds at Visual Capitalist … 11,500 Kids at 12-15 Polled aka Generation Alpha …

For Girls Doctor still remains the second most popular choice of the nearly 11,500 children age 12-15 (Generation Alpha) with Lawyers falling near single digits….…

  • John Kvale CFA, CFP
  • October 15, 2025

Partial Holiday Reminder/Update – Market Effects …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • October 13, 2025

Government Shutdown Update … Monday Holiday Sorta … Back in the Saddle … Early Fall Friday …

Having problems with my decimal place lately (some bad calcs on the new Donation .05% floor post – all fixed now) thought it worth a…

  • John Kvale CFA, CFP
  • October 10, 2025

Third Quarter 2025 Review – FOMC tough spot, Rate Decrease, Climbing Walls of Worry, To the Finish Line!

J.K. Financial, Inc. Third Quarter 2025 Review - FOMC tough spot, Rate Decrease, Climbing Walls of Worry, To the Finish Line!

  • John Kvale CFA, CFP
  • October 8, 2025

More Cyber theft … Texts, Credit Card, Email … Keeping our collective Guards up!

As the email kicked through the cell upon landing for the trip… several odd charges were spotted…. Upon further review, more than several – after…

  • John Kvale CFA, CFP
  • October 6, 2025

Government Shutdown Re-Update, an Interesting GDP Statistic … Fun Travels Ahead Next Week …

J.K. Financial, Inc. GDP Interesting Stat

  • John Kvale CFA, CFP
  • October 3, 2025

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

  • John Kvale CFA, CFP
  • October 1, 2025

On the edge of making a Charitable Donation EITHER this year or next? Do it this year, here is why! .05% Tax Floor in the Deduction starting in 2026 – Not effect IRA Donations for RMD purposes …

On the edge of making a Charitable Donation EITHER this year or next? Do it this year!

  • John Kvale CFA, CFP
  • September 29, 2025

New Machines … Great Install … Typical Hiccups … IOS 26 too ? … Friday Ryder Cup Weekend !

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • September 26, 2025
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Winter 2026 J.K. Financial, Inc. Newsletter … RMD … Charitable Giving tricks and reminders … QDC’s … ETF Explosion – Good Bad and Ugly … Ripley’s Sigourney Weaver … AI overbuild ? … By John Kvale CFA, CFPNovember 4, 2026
October 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Donation Write off for Non Itemizers … COLA for Social … Crude Rates Bedfellow Separate, Fiber Cyber Railroads and AI Parallel … By John Kvale CFA, CFPNovember 2, 2026
September 2026 Financial Planning and Capital Market Audio Video Podcast format Review … BREAK IN: Honored as D Magazines Best Wealth Managers and Financial Planner … Reviewing the 4% theory/rule … Retirement contribution reminder … Plans that did not work, Twist, Yen, being forceful … By John Kvale CFA, CFPSeptember 30, 2026
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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