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$treet-¢ents
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Market Comments – The boy that cried wolf? Nope! China Counters … Friday …..

Sometimes we hope that we are incorrect, but this time as mentioned here and again here in our video and one more time here, we…

  • John Kvale CFA, CFP
  • April 4, 2025

The Wait is Over, Good to File those Tax Returns …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • April 2, 2025

March 2025 Financial Planning and Capital Market Audio Video Review … Snail like Corrected Tax Forms … Transcript … Slowdown Explained … Faster Market Participants … By John Kvale CFA, CFP – New Recording System

February 2025 Review By John Kvale

  • John Kvale CFA, CFP
  • March 31, 2025

Still Waiting on Corrected Tax Forms … Possible Market Winds Next Week … The 20 Year old Adventurous daughter lands in Tokyo for four months … Friday …

Tax forms Update – Crickets Not blaming others, but we do not control Corrected Tax forms and they were supposed to be out this week……

  • John Kvale CFA, CFP
  • March 28, 2025

As a last resort for your Tax information reported to the IRS – The Transcript … What Why and How to get yours if needed!

J.K. Financial, Inc. Requesting an IRS Transcript

  • John Kvale CFA, CFP
  • March 26, 2025

Cheapest and Most Expensive places to travel in 2025 from our buds at Visual Capitalist …

With a change of seasons approaching, thought a lighter post would be fun, especially those that enjoy journey to unique places. This cool visual comes…

  • John Kvale CFA, CFP
  • March 24, 2025

Federal Reserve gives no hints, Interest rates take note, Next Week hopefully Greenlight for Filing Taxes, Happy Friday !

This week, the federal reserve met and basically gave no hints at what they were thinking as far as rate decreases or holding steady. They…

  • John Kvale CFA, CFP
  • March 21, 2025

Why we review and keep a copy of your Tax Return, ESPECIALLY this Year’s ! Reminder – Be sure to send! IRS STATS: Total Returns filed, Collection Category, Examinations …

J.K. Financial, Inc. Tax Return Review IRS Tax Stats

  • John Kvale CFA, CFP
  • March 19, 2025

Contra Rally Reminder … Corrections Defined ….

Watch the Contra's

  • John Kvale CFA, CFP
  • March 17, 2025

Monday March 17th, Some Corporates Tax Filing Deadlines … Hold the Reins on those personals to confirm no corrected 1099’s … Friday … Last REAL day of Spring Break …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • March 14, 2025
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October 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Donation Write off for Non Itemizers … COLA for Social … Crude Rates Bedfellow Separate, Fiber Cyber Railroads and AI Parallel … By John Kvale CFA, CFPNovember 2, 2026
September 2026 Financial Planning and Capital Market Audio Video Podcast format Review … BREAK IN: Honored as D Magazines Best Wealth Managers and Financial Planner … Reviewing the 4% theory/rule … Retirement contribution reminder … Plans that did not work, Twist, Yen, being forceful … By John Kvale CFA, CFPSeptember 30, 2026
August 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Annual Party Reminder/Invite … Cash Purchase Reminders … Social Security Reminder to review … FIMA/Bessent/Warsh … By John Kvale CFA, CFPAugust 31, 2026
July 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Holiday Party … Cyber … New Government Accounts … Concentration … Quick Oil take … By John Kvale CFA, CFPAugust 3, 2026

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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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