Tag Archives: Amateur Hour

On the Way Back Home … Saw Sharpened … Social Security Discussion About to Get Jiggy … Friday

Thanks to technology … another fun restful time in a cooler climate is almost complete.

The journey back home with the 14 year old’s early birthday present begins over the weekend.

JK Starbucks Cooler Climate Office

Cooler Climate Office – Starbucks

With a neat visit from cousins, sister-in-law, sister and brother-in-law, and my 91 year old father and spouse, it was a success ….

This year the calendar even included our 19th year wedding anniversary celebration…. as well as an government town shutdown conspiracy theory research visit…

Thanks for all of the above!

Time for Sharpening the Saw

While getting family time and some rest away from the concrete is part of the experience, clarity of thoughts, deep reading and research, in a quiet place, is also part of the equation ….

We look forward to continued discovery of some items, sun setting of others, and of course open discussions here … Yes of course we have seen the latest market movements (Oddly, here we are again, just like in December, with a amateurs- Digressing)

Are You Ready for Some Social Security/Football

Hope you liked the funny header of this section!

Just a heads up, as the Social Security Discussions are about to get heavy… just what we have been waiting for right?

The next three posts will conclude the Spousal Retirement Benefits portion and opens the way for Medicare discussions – However, these posts will be heavy with details… we love it, and enjoy the challenge as it may take more than one read/listen for complete understanding!!

With the end of Summer in view – not gone yet- the beginning of Fall Sports commences …

Today is a  Friday, be safe if you are traveling, talk to you next week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.

Amateur Time on Wall Street – Travel Reminder

A long time friend many years ago told me ….

“John, never go out on Fourth of July and New Years, that’s when the Amateur’s are out!”

But for 1999- 2000 New Year – we have mostly adhered to this, as it really is a true statement.

Wall Street Unwritten Agreement

With a general agreement across Wall Street to let everyone enjoy their family time – markets are historically sleepy with adherence to this unwritten rule.

Recent volatility around this sacred time let’s us know it is “Amateur Hour” currently- as weak hands are releasing assets.baby-507133__480

Every investment we make as a firm is with this type of volatility in mind – while we do not like it, we are aware that it can occur.

Assets are being returned to their rightful owners and presenting opportunity’s for the steady handed.

We would not be surprised to see an extreme rally as the weak hands fade away. If not, we will know Amateur Hour is continuing –

Travel Reminder

Shortly, an early flight awaits the family as a multi-day tennis tournament in a warmer, dryer, state followed by family time into the new year…..

Oddly, our slightly rushed computer replacements will give us complete, clearer, and faster vision remotely –

Rest assured we are watching and will be opportunistic when appropriate!

Have a Great “We are Prepared” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.