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

A Structural Trifecta for the Capital Markets to Digest

Over the last recession, fundamentals deteriorated, and the capital markets began a squishy journey starting in 2008 and firming late first quarter of 2009. Fundamentals are…

  • John Kvale CFA, CFP
  • January 23, 2010

2010 Q1 Digital Newsletter Available

We are happy to announce the posting of our Q 1 2010 Newsletter in Digital format. J.K. Financial, Inc Newsletter Web Page (Be sure to maximize…

  • John Kvale CFA, CFP
  • January 20, 2010

Nice Start to Earnings Season – Remember today is a Witching day

With the unofficial start of earnings season marked earlier this week, Alcoa,  which disappointed many investors, we began to take a few deep breaths in…

  • John Kvale CFA, CFP
  • January 15, 2010

Would you rather have an 8% annual return over a 15%? Maybe!

As the calendar turns many investors begin reviewing their annual returns as well as returns of various other investments.           Frequently, this time of the year…

  • John Kvale CFA, CFP
  • January 12, 2010

Q 4 2009 Investor Performance Report Cover Letter

Enclosed you will find your Fourth Quarter 2009 Performance Report. As a reminder this report is a summary of your monthly statements and transactions you…

  • John Kvale CFA, CFP
  • January 8, 2010

Quick Reminder-Busy Time for Next few Days!

Just as a quick reminder, this is one of our most busy times as we finish the 2009 reporting, tax information, various institutional performance reporting, and…

  • John Kvale CFA, CFP
  • January 7, 2010

Annual Private Policy Statement

J.K. Financial, Inc. PRIVACY POLICY NOTICE  Our Promise to You As a client of J.K. Financial, Inc., you share both personal and financial information with…

  • John Kvale CFA, CFP
  • December 30, 2009

New Year’s Resolution Time

This is the time of the year that we all take a moment and reflect on the things we want to do different and better for our…

  • John Kvale CFA, CFP
  • December 29, 2009

Quadruple Witching in Lighter Volume than Normal

Witching or Options Expiration happens today, early in the morning Index and Futures expire, then late in the day as the markets close, Single Stock…

  • John Kvale CFA, CFP
  • December 18, 2009

Federal Reserve Announcement Today at 1:15 PM Central, No Change Expected, Searching for Clues for the Future

Today at 1:15 PM CST the Federal Open Market Committee () will release it’s statement concerning the state of the economy, and most importantly, the board’s vote on…

  • John Kvale CFA, CFP
  • December 16, 2009
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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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