Tag Archives: Client Roundtable

Meet Tom Clark, Social Security/Medicare Expert and our Guest Speaker May 1, 2014

Next week, May 1, 2014 at 6:30 pm at the Park City Club in Dallas,  we host another fun and educational event that is sure to be a fantastic learning experience, client gathering, and interesting dialogue.

Meet Tom ClarkTom Clark Pic

After 33 years of service at the Social Security administration, Mr. Clark now has a second career, spending time with groups like ours, helping them become educated in making the correct decisions and informing them on the intricacies of the Social Security and Medicare System.

Not to worry, Mr. Clark’s last years at the administration found him doing over 300 of these type of events per year. If that is not seasoned, I am not sure what is.

As we mentioned on Monday, we want your questions, so bring em on, nothing is too easy or too hard.

Have a Great Weekend !

John Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225

Call for Questions for our Social Security Medicare Event

On May 1, 2014 at 6:30 PM at the Park City Club in Dallas, we look forward to hosting another educational and fun roundtable event. This years guest speaker, Tom Clark, former 33 year veteran of the administration is certain to clarify many of the questions we may have.

Speaking of ….

Send Us Your QuestionsQuestions

Please send us your questions to Cathy as we want to hear from you and will ask ANY question you may have.  Given Tom’s background, no question is too hard and actually the more complicated the better.

File and Suspend




School Teacher

Medicare Gap Policy

Company Health Plan Medicare Back Up

Medicare Part A-D

Are just a few of the topics we expect to discuss. Send us more as we will share them with Mr. Clark before the event to give us a great head start on our topics.

Have a Great Monday !

John A. Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225


Way Too Much to Talk About …. But a Friday

As a predominantly numbers oriented gang, words sometimes come hard for us, but that is not the case at the moment. We have more to talk about than we can share in just one post.

all about Social Security and Medicare

With a Social Security and Medicare themed Newsletter for Q 2 2014, coming soon, recent law changes, history of the programs, and questions are making for a terrific Newsletter that will hit the presses soon. Of course no newsletter can be complete without a talk about the capital markets and their continued froth.

The Tom Clark interview will be available soon too, lending a much more wise view of the two, sometimes confusing government programs. (May 1, 2014 Client Roundtable event)

Top Gun Performance Cover LetterMaverick and Goose

Next week we will roll back the clocks a bit to 1986 where Maverick and Goose make an appearance to help make a fun comparative investment point. Although a slight stretch, we think you will enjoy the humor and comparison.

Month End Video with better Audio

As I write this, a new (to me) solid state personal recorder sits on the table with hopeful promise of a much clearer audio sound for the next monthly review video and for recording our May 1 roundtable event.  Where is that on and off switch?

Michael Lewis Makes a Splash

If there is an author that can really make waves when a new book arrives, it’s Michael Lewis. His latest book, Flash Boys hit the shelves this week and rocketed to number one best seller. With a 60 minutes interview and episode, FBI, SEC investigation, CNBC, Bloomberg interview and as much banter among investment professionals and the industry rags as I have ever seen, we could not help but shed some light on this subject of HFT (high frequency traders) ourselves.  Look for that soon too, after the dust settles a bit.

Ahhh, but all of that is next week and in the coming weeks. Today is a Friday and the first quarter of the year is gone….Have you spent enough time with those special in your life ?

Have a Great Day and a Super Weekend!

John Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225