Quarterly Newsletter
Each Quarter we write an eight page newsletter. Our in-house unbiased opinions are straight talk about valuable insights to the capital markets, financial planning, wealth…
Black Friday….
With stores opening early this Friday the market is most likely waiting to see how consumers start their Holiday spending. With expectations fairly tempered for…
About Our Company
Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm. Clients include retail and institutional clients who reside in various…
Research from AFG (Applied Finance Group) Our Favorite Research Firm
With the market movements lately we found this research very interesting given the grief the markets have has over the last year. Given extremely conservative assumptions the…
J.K. Financial, Inc. Opening Blog
Hello all, this is our new company Blog. Due to the speed of recent market activity we will be posting regular comments on our new…
John on Set of Good Morning America Live from New York
As the winner of ABC’s/USA Today’s Frugal Family Challenge, John appeared live from Times Square in New York on ABC’s Good Morning…
Donald Finishes a 10k
The Kvale Family
Important Note
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…