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The first in a series on AI – Artificial Intelligence … The “Jarvis” moment … First users mistakes ! Lessons for all … In 72 Hours, a mess!

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • February 9, 2026

Snow melting … End of a busy week … Possible next week topics ….

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • February 6, 2026

Latest Cyber Phishing and email scam examples … A lot of them! Be careful and keep your guards up!

As mentioned in our preview post last week… and the first “REAL” good example then…. the Cyber tricksters are out in full force… After a…

  • John Kvale CFA, CFP
  • February 4, 2026

January 2026 (Yikes – Already!) Financial Planning and Capital Market Audio Video Podcast format Review … Tax Time Lines and 2026 Master Sheet … Kevin Warsh on Deck as FOMC Chair … By John Kvale CFA, CFP

December 2025 Review by John Kvale

  • John Kvale CFA, CFP
  • February 2, 2026

Retry on Overconfident Snow spill … Preview of REALLY good Spam – Be Careful … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 30, 2026

From the Conference …. The Storm did come – Overconfident Blooper Fall & Terrific Audio …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 28, 2026

Tax Time Lines … Important Dates … 2026 Super Tax Sheet …

J.K. Financial, Inc. Tax Stuff

  • John Kvale CFA, CFP
  • January 26, 2026

Temps to Drop across the US … National slow internet … Promised Tax items Monday along with hopeful departure to Vendor Event ….

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 23, 2026

Q4 2025 Review, Start to 2026, Annual Private Policy, ADV and CRS (Client Relationship Summary) delivery – Clients

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 21, 2026

Holiday Weekend – Monday MLK … Preview of Homework for you guys … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 16, 2026
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Latest Videos
March 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tax Tips and Savings … Sensible Markets … By John Kvale CFA, CFPApril 1, 2026
February 2026 Financial Planning and Capital Market Audio Video Podcast format Review … AI & Cyber … Geopolitics & Tariff … By John Kvale CFA, CFPMarch 2, 2026
Winter 2026 J.K. Financial, Inc. Newsletter … 2025 Tax Savings STILL Available … Donation Roth … AI – The Good the Bad the Ugly … Jumping the Standard Deduction … By John Kvale CFA, CFPFebruary 25, 2026
January 2026 (Yikes – Already!) Financial Planning and Capital Market Audio Video Podcast format Review … Tax Time Lines and 2026 Master Sheet … Kevin Warsh on Deck as FOMC Chair … By John Kvale CFA, CFPFebruary 2, 2026
December 2025 Financial Planning and Capital Market Audio Video Review … 401k Roth Catch Up Mandate … QT Ends … FOMC Lowers Short Term Rates … RMP Begins … By John Kvale CFA, CFPJanuary 5, 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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