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  • About
  • Monthly Video
  • Newsletter
  • Summary Tax Tables 2026
  • Back to Basics
  • Contact Us
$treet-¢ents
$treet-¢ents

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

The Week Past and Closing On Another End of a Quarter Charge

As earnings season/90 day treadmill has official finished, capital market participants turn their attention to Economic numbers for clues to the future. The last several…

  • John Kvale CFA, CFP
  • March 14, 2010

John Traveling Out of State Tomorrow (Thursday March 11, 2010)

Tomorrow I will be out of the office, traveling to Oklahoma for a quick turn-around trip.        I may be delayed in getting back should you…

  • John Kvale CFA, CFP
  • March 10, 2010

Tax Software, A Wonderful Tool but Pass on One Feature

The proliferation of tax software along with free electronic services that complete US Tax returns has been on a tear over the last several years.…

  • John Kvale CFA, CFP
  • March 9, 2010

Economic Numbers of Greater Importance, Greeted Positively In Capital Markets

As we stated in an earlier post, with earnings season (90 day treadmill) mostly finished, the clues for our progress lie in the economic numbers, with extra…

  • John Kvale CFA, CFP
  • March 5, 2010

AMT (Alternative Minimum Tax) and John’s Schedule Tomorrow March 5, 2010

Continuing with our tax related information, I found a nice article from the IRS explaining AMT and will post it below. As a quick reminder,…

  • John Kvale CFA, CFP
  • March 4, 2010

Back Where We Started From and the Race to November Mid Terms

Our headline today represents our humorous take on the levels of the capital markets as we enter the third month of the year with little forward…

  • John Kvale CFA, CFP
  • March 3, 2010

Clumping Deductions to Maximize Tax Benefit

The IRS gives each of us a standard deduction for Federal Income Tax purposes. According to the IRS Website, the standard deduction is a dollar…

  • John Kvale CFA, CFP
  • March 2, 2010

Tax Filing Deadline Dates and Handy Tax Form Information

The mad dash to the respective tax filing dates are on. For answers to questions you may have, the IRS Website has greatly improved over…

  • John Kvale CFA, CFP
  • March 1, 2010

Corrected 1099’s On Their Way; Hold Off on FILING Taxes (Clients/Clients Only)

We received word yesterday from our investment vendor, corrected 1099’s are on their way. Just a reminder, please do not FILE your tax returns until…

  • John Kvale CFA, CFP
  • February 26, 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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