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$treet-¢ents
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Updates from the Whirlwind Tech conference … Pictures and Findings … AI all the rage …

While much of our talks here are informational and frankly explaining items we find that are not completely clear from other sources …. This venue…

  • John Kvale CFA, CFP
  • February 19, 2025

Presidents Day Weekend Holiday … Banks, Government Offices Closed … Friday ….

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • February 14, 2025

What are Tariffs and How do they work? From USA Facts …

J.K. Financial, Inc. Tariffs

  • John Kvale CFA, CFP
  • February 12, 2025

The Importance of Estate Planning for the Young, And Young Families … An Early Investors Special

J.K. Financial, Inc. Early Investors need for Estate Documents

  • John Kvale CFA, CFP
  • February 10, 2025
  • 1 Comment

Tom Clark Social Security Expert Fairness Act Information … Friday …. Flu … Careful out there !

Farness Act Tom Clark

  • John Kvale CFA, CFP
  • February 7, 2025

Tax Season Notes – Tax Statements Delivery Estimates … Early Birds getting the Worms!

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • February 5, 2025

Generational Wealth – Passing Wealth through Generations – Tips and Experiences …

One item that we run into almost continuously is the preparation in one form or another, for the transfer of Wealth. Undoubtedly you may have…

  • John Kvale CFA, CFP
  • February 3, 2025

January 2025 Financial Planning and Capital Market Audio Video Review … Homestead … Generations in 10 years … Humble Forecasts … By John Kvale CFA, CFP – Cool New Intro and Music!

January 2025 Review By John Kvale

  • John Kvale CFA, CFP
  • January 31, 2025

10 Year Projections from Vanguard, Research Affiliates and GMO (7 year) … Humbling!

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 29, 2025

Population allocations in 2035 from Visual Capitalist …. Baby Boomer Update …

J.K. Financial, Inc. Visual Capitalist Global Population in 2035

  • John Kvale CFA, CFP
  • January 27, 2025
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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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