Economist, Fixed Income, and Equity Specialist tonight at CFA Institute Event
Tonight I have the honor to not only attend, but kick off an annual CFA (Chartered Financial Analyst) event for the CFA Dallas Fort…
How To Download Your Electronic Tax Statements? (Clients Only)
This is the time of year when we begin gathering our tax related information for our US Government tax filings. We thought it timely to…
Protected: Investment Announcement (Clients Only Password Protected)
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Year End Tax Statements Available On Line -Paper Mailed 2-15 (Clients)
Most year end tax statements are now available on line at this time. Recall the actual statement delivery deadline is mid February and often times…
RMD Letter for those nearing or greater than age 70 1/2 (Clients Only)
The IRS requires those of us age 70 1/2 or above to take out a Required Minimum Distribution or RMD each tax year. In the…
Digital Statements Are Available (Clients Only)
Just a note to let you know Digital Statements are ready for January ! Click “Account View” tab at the right of this site, or…
Reminder of Expectations for 2010 (From Q1 2010 J.K. Financial, Inc. Newsletter)
We thought it timely to refer back to our thoughts from our Q1 2010 Newsletter, penned earlier this month. “The year 2010 will be a…
State of the Union Address Update and Bernanke
Last night President Obama made his first State of the Union Address, rallying various parts of our country/economy and chastising others. Overall our assessment from our prior feared post is the…
The Fear of the Unknown; Bernanke Update; State of the Union
To some the Capital Markets may seem mysterious and maybe even schizophrenic at times, due to the sudden frequent change of character. Not Really! The…
Earnings, Earnings, Earnings-Currently One of the busiest weeks of the Quarter
This week marks one of the busiest week for earnings of the quarter as many companies begin reporting their 90 day treadmill results. As we…