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First Quarter 2010 Performance Report Cover Letter

Enclosed you will find your First Quarter 2010 Performance Report. As a reminder this report is a summary of your monthly statements and transactions you…

  • John Kvale CFA, CFP
  • April 13, 2010

Financial Stars Align–Earnings Season, Newsletter, Quarterly Reports and Tax Deadline

Next week is one of the more interesting weeks of the year as many financial items align, not only for US tax filer’s, but for…

  • John Kvale CFA, CFP
  • April 9, 2010

Texas Rebate Follow Up Note-No Luck for Me

Similar to my suspicion, there was a full crowd attempting to get the rebates we mentioned in our last post. In a press release issued by…

  • John Kvale CFA, CFP
  • April 8, 2010

In Need of a New Home Appliance and Live in Texas? April might be the Month to Buy!

The constant trail of laundry that is our household, with a total headcount of four now, has exhausted the Kvale homestead washing machine. Being in…

  • John Kvale CFA, CFP
  • April 5, 2010

Happy Easter–Stunned at the Speed of This Year So Far

I don’t know about you, but for me it is hard to believe we are already in April. Just as a reminder it is April…

  • John Kvale CFA, CFP
  • April 1, 2010

Lunch with Michael Lewis Author of “The Big Short”

About four hundred of my closest friends (kidding of course) and Michael Lewis,  Author of “The Big Short” sat down for lunch yesterday (March 30,…

  • John Kvale CFA, CFP
  • March 31, 2010

What’s the chances of being audited by the IRS? (Corrected Some Numbers in Thousands– 000’s)

Similar to a law enforcement officer pulling in behind you while driving, an audit, either paper, or full in person, will make most people’s heart beat…

  • John Kvale CFA, CFP
  • March 25, 2010

Taxes Ok to File; Reminder of Common Mistakes; Preview of Interesting Tax Stats (Clients Only)

Finally we can all go ahead and file our personal income taxes. While there may be another corrected 1099 later, it would be highly unlikely…

  • John Kvale CFA, CFP
  • March 24, 2010

Healthcare Reform Comment; Taxes (Clients Only); First Day of Spring Picture

This morning I perused my normal 15 electronic newspapers in expectation of dramatic comments concerning the passage of Healthcare reform. Not surprisingly, the lead story in almost…

  • John Kvale CFA, CFP
  • March 22, 2010

Federal Reserve to Conclude Meeting, No Change Expected; Fun Website

Today the FOMC (Federal Open Market Committee) better known as the  “The Fed,” concludes their two day meeting with a public interest rate, and economic…

  • John Kvale CFA, CFP
  • March 16, 2010
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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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