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  • About
  • Monthly Video
  • Newsletter
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  • Back to Basics
  • Contact Us
$treet-¢ents
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Caution Flag Gone, Ok To File Taxes

For everyone who has patiently waited to file your taxes, it is officially ok to file! We continually caution early filers’ due to the numerous…

  • John Kvale CFA, CFP
  • March 31, 2011

Not a Patriotic Duty to Overpay Taxes…

Over the weekend I ran into this quote by Judge Hand, a famous US Judge. Given the current time of year, I thought his quote very timely.…

  • John Kvale CFA, CFP
  • March 28, 2011

Save the Tree; Proxy Season Reminder, A Service We Provide

It’s official, proxy season is here, and judging by the amount of material we are already receiving, it is going to be another busy proxy voting season. Just…

  • John Kvale CFA, CFP
  • March 22, 2011

Facts, Not Opinions are Most Important, Especially at Times Like These

In today’s rush to deliver “THE HEADLINE” story first, often times facts are lost, and opinion may seep into a story that compounds as other…

  • John Kvale CFA, CFP
  • March 17, 2011

Japan and the Capital Markets

Late last night here in the US, 11 am Japanese time, the Prime Minister of Japan, Naoto Kan surprised Japan and much of the world with…

  • John Kvale CFA, CFP
  • March 15, 2011

Tax Season – Not All K-1’s are Created Equal, Be Careful What You Report

Be careful in the reporting of tax liabilities from K-1’s that may have made their way to you in the mail from an investment holding. As…

  • John Kvale CFA, CFP
  • March 8, 2011

Earning Season (90 Day Treadmill) Mostly Over, How Did We Do?, Travel Schedule

With our 90 day treadmill, aka earnings season, in the rear view mirror let’s take a quick look at the results. Again according to Thomson…

  • John Kvale CFA, CFP
  • March 8, 2011

Bet You Didn’t Know, A Few Quick Oil Related Facts from EIA

As I checked under the car over the weekend to make sure the gasoline I was pumping into the car was not leaking out, I thought a…

  • John Kvale CFA, CFP
  • March 7, 2011

Old Dog New Trick…Electronic Filing of Taxes, We Are Finally Won Over

As you probably know if you are reading this, we are avid fans of technology. We do not consider ourselves cutting edge as that sometimes…

  • John Kvale CFA, CFP
  • February 25, 2011

40% Return, We Don’t Think So; Libya? …Maybe

Through 2-21-11 the S & p 500 was up 6.8% for the year 2011! If we annualized (continue to compound at that rate) that return it…

  • John Kvale CFA, CFP
  • February 24, 2011
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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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