Tag Archives: D Magazine

Q 1 2019 Newsletter Video Audio Podcast Review By John Kvale

Welcome to our Video and Audio Podcast Review of our Q 4 2018 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter.

Click Here for direct link to an electronic version (an early peek-good ole fashion paper versions are on their way to you shortly) and here for our Newsletter page

Let’s get going!

 Q 1 2019 Newsletter 

And here is your review!

Capital Market Talk

The Grinch Came to Christmas

Just a few days into the final Quarter of 2018, market participants became grumpy and continued their coal ways all the way through the end of the year – a seasonally strong historic period of time.

In our main capital market article we discuss the reasons why – no one knows for certain, and discuss the speed of the decline along with what the future may hold..

Updated Personal Theft Story

After having three credit cards stolen which we spoke of here, an interview with a detective brought to light some amazing stories of theft

  1. Never give gift cards as a payment –
  2. Don’t fall for fake blackmail –
  3. Have a safe word for fake kidnappers or other similar scams

Meet Jennifer Hill “Jen” Our New Operations Manager

In a more in-depth article that expands on her background, Jennifer “Jen” Hill has our formal introduction along with several fun pictures including a Charlie’s Angels and a D Magazine Wealth Managers Picture from our honored award of D Magazine’s Best Wealth Managers.

We hope you enjoy … talk to you in the Spring!

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

Happily honored as Dallas Magazine Best of Wealth Managers and Best Financial Planners – Holiday Reminder – Even BIGGER news next week – Friday*

We are very happy to announce our nomination to D Magazines Best Of Again !

D Magazine Best of Dallas

For those fellow Dallas Sites – be sure to check out the current Issue of D Magazine, hitting the stands first thing this am – which will have the follow awesome picture:

2018 Best Wealth Managers -

Jen and Donald picked the photo – we had tons to choose from …. from our fantastic photographer Bret – who by the way will be shooting pictures at the Holiday Party!

Can you believe they chose the picture showing the most Grey? Grrrr

When commenting on this fact, an assurance of “SEASONING” was mentioned – Ok … so you guys are still sore about the Black Eye incident – look close, Donald “The Brain” has a huge shiner, saved by Jen’s cover up …. as mentioned earlier here!

Twelfth Consecutive Financial Planner Award

Luckily, yours truly was also awarded Best Financial Planner award for the TWELFTH consecutive time … given the gray in the picture above, maybe silence is better?

It is an honor, to be named in both portions of the D Magazine Best Of Series  – Most proud to be named as a firm, to recognize those that REALLY make is possible — The Gang at J.K. Financial, Inc!!

Well done Guys !

This is also the un-official introduction of Jen Hill our new Operations Manager — more on this soon ! New York native … Deep Wall Street Background ….. Spouse Former Major League Pitcher ? All True.

Holiday Party Reminder

The following invitation is headed your way today ….  Please save the date and plan on coming, as mentioned earlier, Bret our fantastic photographer will be there – snapping possibly… Holiday Card Photos for all in attendance!

10-9-18 - Holiday Party Invitation

Friday Before Even Bigger Announcements

Today is a Friday … enjoy your day and your weekend….

In an unbelievable Announcement day – next week we have even a BIGGER Announcement – Yep, not kidding – BIGGER !!!!

Stay tuned… hold that breath … Next week will be here shortly

Have a Great “Big Announcements” Day!

John A. Kvale CFA, CFP

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

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!

 

20171015_213224650_iOS

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

 

D Magazine Does It Again – John Kvale Best Financial Planner Award 10th Consecutive Time – Funny Video

Those in the Dallas area, be sure to take a peek at the most recent D Magazine. We are honored, flattered and very excited to announce we have been included in D Magazines Best Financial Planner Award for the 10th consecutive time….

10 Consecutive Times — Wow!!

We are very happy to be along other fellow professionals, many of whom we know, and are wonderful Financial Planners as well.

Speaking of Financial Planners … if you have not seen this, it’s worth a few seconds of your time, a chuckle, and a thought about the subject matter… we love the humor and the delivery…

Thank you CFP Board – An organization we are proud to be a member for over 20 years! (ouch… it is really more than 20 years…oh well)

Have a Great Honored and Mature 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

Draghi throws cold Ice on Euro … New Videos … New Mug Shot (yikes!)

While only a partial week with the holiday shortened Monday, there were a lot of events that occurred.

Mario Draghi In the House

ECB (European Central Bank) Chief Mario Draghi announced more cowbell stimulus

  • EU Marginal Lending rate cut from .4 to .3%
  • EU Refinancing Rate from .15 to .05%
  • EU Bank Deposit rate from …. -.1 to -.2% … yes you read that correct, Negative

Care to guess when the announcement was made?

Euro USD

Recall, most countries like their currency being WEAKER as it makes exporting more competitive, although a headwind for imports.

Euro < 130 .. More to come ? Sure looks like it !

All New Helpful Videos

Given client continued usage of our web pages, this blog site, and new technology improvements … over the labor day weekend (yaya … boring for many, but fun for me) I recorded three videos that are our most common requests or confusion.

This will not be the last for sure, as they were fun to do, helpful, and useful to show future technology improvements.

Click Here for the New Pro Video Page

New Mug Shot in the Making

Mid week marks the first official new mug shot in over four years …. Wow, where did that grey come from … Oh well, after much prodding by Cathy (office manager) the coming D Magazine “Best Financial Planner” award will have an updated (or old dated ?? haha) new mug shot !

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