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On the way Home from Tokyo … Thoughts, Observations, Pictures, Investment thoughts …

J.K. Financial, Inc. Tokyo Observations

  • John Kvale CFA, CFP
  • June 20, 2025

Mid Week Bank Government and Capital Market Holiday Reminder … Juneteenth

Junteenth reminder

  • John Kvale CFA, CFP
  • June 18, 2025

Possible short term Economic Hiccups, Tariff Deadlines and Geopolitics, Reminders from across the pond! … Thursday Juneteenth National Holiday!

J.K. Financial, Inc. - Economic Tariff and Geopolitics in the spotlight

  • John Kvale CFA, CFP
  • June 16, 2025

Have a Good Day, Happy Friday and A Good Weekend !

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • June 13, 2025

The ETF – Exchange Traded Fund …. A Series of Advanced Analysis … Pilot Post …

J.K. Financial, Inc. The ETF - Analysis

  • John Kvale CFA, CFP
  • June 11, 2025

International Markets Perk Up …

J.K. Financial, Inc. International Markets

  • John Kvale CFA, CFP
  • June 9, 2025

Summer Doldrums ? Maybe … Maybe Not … Reminder John out Week of June 16th overseas …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • June 6, 2025

Careful when reinforcing bad habits …. A Sports and Market metaphor …

J.K. Financial, Inc. Don't reinforce bad habits or take them for norm either!

  • John Kvale CFA, CFP
  • June 4, 2025

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

  • John Kvale CFA, CFP
  • June 2, 2025

Travels – Jen Next week John Overseas in two weeks … Spam/Phishing reminder – Don’t let your guard down … Friday …

J.K. Financial, Inc. Vacations and Spam

  • John Kvale CFA, CFP
  • May 30, 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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