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  • About
  • Monthly Video
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  • Back to Basics
  • Contact Us
$treet-¢ents
$treet-¢ents

Uptick Rule Quietly Implemented; Positive Step Towards Capital Market Confidence

As we had mentioned in our prior post, the SEC voted, and approved, 3-2 (surprisingly close) to re-instate the Uptick/Downtick/Short Selling rule. We applaud the…

  • John Kvale CFA, CFP
  • February 25, 2010

Finally, SEC to Vote on Short Sale (Formerly Known as Uptick) Rule-Wednesday 2-24-2010

Tomorrow (Wednesday February 24th, 2010) the Sec will vote on re-implementing the Short Sales Rule that was banned in 2007. We very strongly, and alone, on an…

  • John Kvale CFA, CFP
  • February 23, 2010

Taking the Punch Bowl Away-Fed DISCOUNT Rate Increased

Yesterday while at a Dr’s appointment, at around 3:30 pm, my cell phone dinged letting me know there was “Breaking News.”   After reading that the Fed…

  • John Kvale CFA, CFP
  • February 19, 2010

A Dozen Common Tax Mistakes That May Cost You Money (Part Two)

As a follow up to our earlier post of A Dozen Common Tax Mistakes, today we get to the top six that we have experienced…

  • John Kvale CFA, CFP
  • February 18, 2010

With Earnings Season Coming to a Close; What’s the Grade?

With about 80% of companies in the S&P 500 reporting this quarter, we thought it a good time to review the results. According to Thompson…

  • John Kvale CFA, CFP
  • February 17, 2010

A Dozen Common Tax Mistakes that May Cost You Money (Part One)

Over the last 20 years we have had the opportunity to work with many clients in various different professional fields. One item they all have…

  • John Kvale CFA, CFP
  • February 16, 2010

Back Up in Dallas-Tomorrow is President’s Day!

We are happy to announce our electricity has been restored and we are up and running at full speed.     Just a reminder, tomorrow is President’s…

  • John Kvale CFA, CFP
  • February 14, 2010

Dallas Electricity Down Due to Heavy Snow

With over 8 inches of snow our electricity in Dallas is currently out in various parts of the city, including our office location! This also…

  • John Kvale CFA, CFP
  • February 12, 2010

CFA Forecast Dinner Update – Comments Summary and Thanks !

Last night in an event at the Belo Mansion in Dallas, Texas, several speakers as mentioned earlier, were present to give their views on the…

  • John Kvale CFA, CFP
  • February 11, 2010

J.K. Financial, Inc. Travel and Holiday Schedule 2-11-2010 through 2-15-2010

Late today (2-11-2010), Donald will be traveling back to Houston, fingers crossed on his flight. I will be traveling to San Antonio late tonight, (2-11-2010)…

  • John Kvale CFA, CFP
  • February 11, 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.

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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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