Tag Archives: Election

Q 4 2016 Newsletter and Video Released !

Due to overwhelming excitement (from us and you) and massive positive feedback, this Newsletter is an all “New Total Vault” theme…

Here are a few of the topics in the newsletter….

  • Finding your Vault.
  • Loading important info in your Vault.
  • What important info to put in your Vault
  • Connecting ALL your financial data to your Vault – That’s right !!!
  • Future features such as a Visual Flow Chart to keep your Estate Plans up to date and square in your head
  • Parting thoughts election comments

And here is a personal Video review of each article…..

Your personal Video Review

 

Have a great day!

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

 

Coming Debates – Capital Markets 

With the first Presidential Debate a few Mondays away we thought it timely to remind everyone on BOTH sides of the fence, long term, Capital Markets are only concerned with earnings and growth.

Capital Markets Indifferent to Political Persuasions

  • There will be some headwinds and tailwinds for certain sectors of the economy, depending on the possible result
  • Historically, one party has been better for capital markets than another  (see our research here)
  • The world does not end with a Presidential change
  • Before an election, the uncertainly seems monumental, think Y2K!
  • After the election……some slight change in policy, maybe
  • Capital markets most dislike uncertain events which an election can bring (think Brexit)
  • Life goes on after the election, Brexit again

It’s never as good as we think, or as bad…just somewhere in between !

Have a Great “Reminder of the Real Facts” Day !

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

 

Election Fall … Earnings Season Teaser … Summer Friday

As the conventions wrap up, the parties have “officially” nominated their person. The coming debates are expected to draw more eyes than ever before.

Here are the latest pollster odds …

 

Take your pick!

Earnings

We are heavy into earnings season and the results are trending better than analysts were predicting. Next week we have a busy, but informative chart that shows how regularly earnings start high at the beginning of the year and drop as the year passes….

Ahh…but that is next week… Today is a Wonderful …over-the-mid-point of summer…last business day of July ….Summer Friday!

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

 

Q 2 2015 Quarter Performance Report Cover Letter (Clients)

Dear Investor:

Very near the end of the quarter, a triple threat of events occurred that put investors into a more conservative mode. The long awaited possible Greece removal from the Euro nations, China’s overheated market hiccupped, and a Puerto Rican default hit the headlines. We were actually pleasantly surprised market participants were not more restless.

Earnings

As mentioned in greater detail in our Q 3 Newsletter, which is hot off the presses now, USA earnings, the “Mother’s Milk” of higher stock prices are expected to be very meager, if any, for 2015. With a pause in earnings growth, frothy valuations and the afore mentioned headlines, markets may continue to have a more conservative tone.

Interest Rates

We continue to believe the Federal Open Market Committee (FOMC) will raise rates later this year. While not making headlines at the moment, this may turn out to be the bigger story for the year 2015. It has been nine years since the FOMC has raised rates, and we think the near zero rate environment has overstayed its welcome, and is doing little to help our economy at this time.

Higher rates, MAY be a headwind initially to both equity markets and fixed income, however longer term higher rates may produce a better economic environment.

Summer Doldrums and the Election

Smack in the middle of summer doldrums, many “Wall Streeters” have already headed to their favorite summer retreat, leaving greener hands in control. Combine a heavier than normal summer doldrums, along with Election headlines, we may have a few bumps over the summer. Not to worry, diversification is especially our friend during times such as these.

Have a great rest of your Summer!

Sincerely,

 

John A. Kvale CFA, CFP

Enclosure (Q2 2015 Performance Report)

Presidential Election Equals Some Crazy Headlines …

It seems with every election the wheels of the political machines begin earlier and earlier.

Crazy Headline Time

With multiple digit numbers of people now officially in the 2016 Presidential race and certainly more to come (NT Times cheat sheet) there have been, and will continue to be some concerning headlines:Election 2016

  • US Dollar losing it’s status
  • Bankruptcy of our country
  • Interest rates going higher than in the 70’s

These are a few questions I have answered already, and we are well over a year away. Expect some pretty crazy headlines as the political machines really get going, but do not bite.

Just ignore the SUPER crazy headlines, and feel free to ask about any that are concerning !

Have a Great Day!

John A. Kvale CFA, CFPJK Street Cents Logo

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

 

 

With the USA Election in the books, key events coming soon!

With the re-election of President Obama, all eyes will turn toward the next hurdles!

We have crowed about the Fiscal cliff and with a decided election vote (no extended time needed for a decision…taxes are set to rise dramatically on 12-31-12) a maximum amount of time is available for getting our taxable ducks in a row.  We know it is a big decision and wish all political participants play nice together and come to a positive decisive resolution (sooner rather than later would be great too!)

Treasury Secretary Timothy Geithner has hit the eject button and will leave his post shortly after year-end as well. Larry Fink of Blackrock is the whispered successor at this time.  This presidential nominated and senate approved post is heavy on work and light on accolades. Capital market participants including ourselves would like a clear runway to the next person holding the post.

Looking even further into the future, FOMC chairman Ben Bernanke has stated he wished to no longer hold his position after year’s end 2013. We will be interested to see if this statement sticks. For those conspiracy theorists, recall Greenspan was repeatedly asked to extend his stay and conceded after multiple retirement announcements.

Have a great day!

JK

214-706-4300
http://www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225