Tag Archives: Best Financial Planners

October 2017 Podcast Video, Financial Planning and Capital Market Update- By John Kvale

Here is our October 2017 Monthly review. If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast format.

Enjoy!

October 2017 Video

Break In – D Magazine Honors – Best Wealth Managers

We are super happy to be honored in D Magazines Best Financial Planner and Wealth Managers Award !!

Thanks so much and congratulations to our fellow recipients.

9-27-17 FINAL DMAG Spread

11th Consecutive Honor – John Kvale Best Individual Financial Planner

The 11th consecutive D Magazine best Financial Planner award was also in this edition and we are super happy to announce, John received his 11th consecutive nomination!DmagLogo

Wow and again thanks to our fellow recipients!

Financial Planning Tip(s)-

Social Security Increase

Don’t smirk at 2%, every penny counts! With a CPI (Consumer Price Index) increase of 2% year over year, the Social Security Administration passed the good news on earlier this month. Take that 2% increase and run!

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Capital Market Comments

Rates are Slowly Ticking Up

After much silence on interest rates, we have taken notice of recent movement as the global economy begins to pick up steam … Overseas seems to really be getting their act together.

10-24-17 10 Year Treasury

Consumer Sentiment Also Higher

The University of Michigan Consumer Sentiment hit a post “Great Recession” high this month.

With two thirds of our US Economy being based on consumer consumption, this bodes well for the Economy.

10-13-17 Consumer Sentiment

See you at the end of November, which also features our very special Blooper Thanksgiving Video from a few years ago!

Happy Fall Season!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

Trifecta announcements, the Secret is over!! Congratulations J.K. Financial, Inc as one of DMagazine’s Best Wealth Management Firms … Sophia Third Place Super Champ … John Kvale DMagazine’s 11th Consecutive Best Financial Planners!

As of today, the November 2017 edition of DMagazine will feature the best Wealth Managers in the area.

If you are near a newsstand, flip to page 17 and guess who you will see?

DMagazine Best Wealth Managers

9-27-17 FINAL DMAG Spread

Super Champ 12’s Third Place

Those that follow our posts know that Tennis is a major part of our weekends. The most recent weekend featured a Third place finish in Katy Texas in the Super Champs age 12 division.

Way to go Sophia!

 

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Best Financial Planner 11th Consecutive

We are also super happy to announce John Kvale was nominated best Financial Planner for the 11th consecutive time, also a part of the November D Magazine edition … Wow!

2017 D Mag Best Financial Planner

Thanks to everyone! What a great way to head into the weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

John Kvale Nominated Dallas’ Best Financial Planner Award – 9th Consecutive time

Yesterday the most recent publication of Dallas’ D Magazine hit the shelves — take a peek – Someone you know is in there !

Wow!  – – Ninth consecutive time!

D Magazine Best Financial Planner

It is our honor and surprise to happily announce John Kvale is featured as one of the best financial planners in Dallas among many friends and fellow professionals. This was our ninth time in a row to have such an honor !

Way to go Dallas – Thanks D Magazine !

2015 D Mag Best Financial Planner

Have a Great Friday and a super weekend !

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

Restless Night October Boooo … John’s D Magazine Best Financial Planner on the Rack … Halloween, Time Change

Ever wake up in the middle of the night stirring of something in your life? You toss and turn, grumble, and finally get angry because you cannot go back to sleep as this issue/problem seems so insurmountable? (If you said no, pat yourself on the back, you are lucky)

You wake the next morning only to chuckle at how silly the worry was, and how you can easily conquer this problem/issue.

Maybe it is Halloween, or season change… who knows, but once again, October made for the middle of the night sleepless concern as capital markets gyrated, only to finally awaken to the fact that they are seasonally entering the best months of the calendar, as reminded here and here.

Not to worry, we have you covered …

Dallas’s D Magazine Best Financial Planner

As mentioned a bit early, after reading the congratulatory letter (letter asked to hold off on announcement until this week … oops, never saw that before), this week the “Formal Edition” of the Magazine hit the racks even with a mug of yours truly.

So this is the official announcement:

John was honored and flattered to be nominated as one of D Magazines Top Planners for an Eighth consecutive time!” 

… much better!

Somehow they managed to sneak my mug and bio on the very last page of the entire section …. hand slap for early announcement? Ok …that’s fine, sorry guys.

Oh, of course K is the new Z in the alphabet! No matter, we appreciate the notoriety, congratulations fellow winners, most of which I know personally, are good professionals, and stand up folks.

Halloween Update

Pierce 2014Long time readers know today is the Mrs. absolute favorite celebratory day (last year pic) of the year. She says it’s the candy, I think it’s really the dress up. This costume which has been on and off since September, yes that early, is our recent Birthday boy (not me for those who also spied this picture on another popular public site … I promise) shows the family enthusiasm. Wish homework was completed that early!

Time Change Reminder

If you want a reason to spend time with those special in your life, how about this, tomorrow night is clock change time.  Seems like yesterday we were moving time to a more light evening. Don’t forget to spend … and oh yaa, move those clocks back too!

Have a Spooky Safe Halloween and a good weekend!

John Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave #590
Dallas, TX 75225

Dallas’ D Magazine Ranks John Best Financial Planner Eighth Consecutive Year … WOW

We have just been informed that D Magazine has chosen us once again for the November 2014 Best Financial Planner award.

D Magazine Best Financial Planner

I am VERY proud to announce being chosen for an eighth consecutive time for D Magazines “Best Financial Planner” award. The November issue will feature  myself as well as many of my peers who were also nominated.  Congratulations to all.

DmagLogo

Thank you D Magazine…You are the best !!

Have a great Day!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

John Kvale Voted Best Financial Planner for 5th Consecutive Time By DMagazine

If you happen to be in the Dallas area this weekend and see the cover of a magazine with a large picture of, and title “Beer”, take a glance as I was honored by DMagazine for the 5th consecutive time as one of the Best Financial Planners in Dallas.

Over the past few years DMagazine has run a special regarding the Best Financial Planners in Dallas. It was an honor to receive this award for the 5th consecutive time (every time the poll has been given.)

While August’s 2010 Texas Monthly Honor was a poll of investors, DMagazine poll was of peer industry professionals for their nominations.

I would like to thank and congratulate my peers who were also nominated and wonder if the “Beer” title was a coincidence, or subliminal suggestion, given the challenges the capital markets have thrown investors and their advisors over the last several years.  haha!

Have A Great Day!

JK