Tag Archives: Holiday Party

Out of the Office this Week – DMA – Dallas Museum of Art Pictures – Can Happy Thanksgiving make ONE LAST appearance?

Office Hours – Out this week – Tethered for Emergencies

With all of our Families getting the full week off for Thanksgiving…. the decision was made to let everyone take some much needed R&R this week….

Yours truly is out of town and out of the state, but will be holding the fort down with electronics for any Emergencies that may occur…

DMA Post Party Fun – Pictures

The now 15 year old, Pierce, has a great eye for photography…. but a shy personality for taking picture of “Strangers” to him…. everyone at the party were like family of course, but not to him!

The pictures of anyone Pierce did not know, were …. well rough… but those that he did know came out great….and the DMA art, statues and other … we will let you make your own decision…

For the record privacy laws keep us from posting any pictures of non employee’s so you are all protected anyway… all is fair game for J.K. Financial, Inc. employees…

Oh…one last thing before we show you the pictures… with so many new followers, we plan on showing our most popular Video Ever … a non-edited frustrated, but humorous video from many years back…. We promise… last time!

And now the best Pics of the DMA

Happy Early Thanksgiving- Gobble Gobble !

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

Holiday Party Parking Reminder … Tomorrow at 2PM at the Dallas Museum of Art … Be Sure to get a Parking Coupon from us in the Founders Room

Tomorrow at 2 PM at the DMA (Dallas Museum of Art) be sure to get a coupon from one of us in the Founders Room…

There is a $15 parking fee if you do not get a coupon from us, and we do not want anyone paying for their parking!

Happy Friday and for those that cannot come, we will miss you but understand!

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

It’s A Party … Party Party … One Week from Tomorrow … DMA Holiday Parking Reimbursement Instructions, Coupons in the Founders Room … Friday

One week from Tomorrow, Saturday November 19th at 2 PM at the DMA (Dallas Museum Of Art) we welcome those available to attend to the 26th Annual J.K. Financial, Inc. Holiday Party…

Thank you to all who are taking time to come visit and share the Museum together….

Be sure to drop by the Founders Room so we may give you a parking pass to avoid the Museum Garage Parking fee…

Here again is the official reminder/invitation:

Ahhhh….today is a Friday here in Dallas, and Mother Nature is about to turn on the A/C and the rain… enjoy your weekend – Talk 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.

jkfinancialinc

street-cents

October 2022 Financial Planning and Capital Market Review – DMA Reminder – By John Kvale CFA, CFP

Hello and Welcome to our October 2022 … Financial Planning and Capital Market Update!

If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video!

Dallas Museum of Art

2 PM Saturday Afternoon November 19th before Thanksgiving Weekend

Newbies –

We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets thoughts and current events!

Hope you enjoy!

October 2022 Video

YouTube

Financial Planning Tip(s)

New Retirement Contribution Maximums

  • 401(k), 403(b), most 457 plans, increased to $22,500 (2023), up from $20,500 (2022)
  • Catch up for those over 50 is increased to $7,500 (2023), up from $6,500 (2022)
  • Total max 401(k), 403(b), most 457 plans including catch up is $30,000 (2023) up from $27,000 (2022)
  • limit on annual contributions to an IRA increased to $6,500 (2023), up from $6,000 (2022)
  • IRA catch up for those age 50 and greater remains $1000
  • Annual Gift Exclusion amount increased to $17,000 (2023) from $16,000 (2022)

Highlighted in this post

Capital Market Comments

Fastest Interest Rate Increase EVER – That’s a long time1

Our friends at Visual Capitalist are at it again with a superb chart we have been watching for, here in this post we highlight the following chart of just how fast this interest rate increase has been – fastest ever that is

Recall this is a TEMPORAY headwind to Fixed income instruments, that show up in greater magnitude due to the FOMC’s aggressiveness…

Have a Great Day, Talk to You at the End of October!

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

Holiday Party Saturday November 19th – Dallas Museum of Art – Founders Room 2 PM Meet and Greet …. Saturday Before Thanksgiving …

We really like the novelty and tradition of the paper invite…but not the formatting issues associated with the sixth revision, to make it just “Perfect!” that dropped the day of the event…. grrrrrr

Thanks for all the jabbing…. much deserved… proves our originalism… oddly, in 26 years, this was not the first time this has happened!

Have a Great Holiday Date Correction Day! See you there!

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

Holiday Party Save the Date Re-reminder … The Newsletter Begins … Early Fall Friday …

26th Annual J.K. Financial, Inc. Holiday Party

Dallas Museum of Art

Saturday November 19th 2 pm meet and greet then tour until 5 pm closing

(Weekend before Thanksgiving)

Ok … those are some large font letters above…. but wanted to get your attention and have you pencil it in your calendar….

Newsletter

With a fast month end approaching due to holidays and the afore mentioned travels… this weekend the Newsletter begins. The subjects have been decided… couple of podcasts interviews and another slowdown reminder…but there are no words as of yet…. that ends this weekend….haha

EARLY Fall Friday

Are you ready for some Football ? Usually means fall is just around the corner…. and it is…

Have a Great Friday and super weekend – Will talk to you on the other side of an initial Newsletter Creation weekend !

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

A Very Productive Week … Finishing Touches on Neat Holiday Party Venue … Continued Office Updates … First Travels of Late/Post Summer Next Week … Friday

Some weeks we like everyone feel like our wheels are stuck in mud and we just cannot get out of our own way….

Not this week –

For a late summer, pre-holiday weekend coming down the pike, we had a fantastic week that we were able to share with many of you personally and of course in this venue….

Needless to say the time to sleep from head hitting the pillows for all was very short ..haha

26th Annual Fantastic Holiday Party Neat Venue – Save the Date November 19th 2022 @ 2 pm

Shhhh we are putting the finishing touches (actually waiting for contracts) for our 26th Annual New Never Attended Venue for our Holiday Party!

Sneaky Venue Soon Known – Any Guesses?

Saturday BEFORE Thanksgiving afternoon – November 19th at 2 pm

More details soon! yay

More Spiff to the Office

As mentioned here in our Wall Street’s Angst in Bloated Inventories may be good for MANDATORY needs… we continue with minor updates in celebration of our New Half Decade Lease Commencement …

Post Summer Travels – Happily First of Many

Next week kicks off the first post/late summer travels, happily with many on the horizon as we enter the fall season…

Less hurried travels we might add due to the noted delays with flights …. Lemons into Lemon Aide anyone!

Ahh… today is a Friday heading into a pre-holiday and travels week – Enjoy – Talk next week, maybe even some lighter subjects for our collective reviews!

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

BREAK IN – Financial Processing Bottlenecks Continue to be Delayed, DO NOT PROCRASTINATE … Party Tomorrow … Crooks are Still Out, Credit Card Fraud X 2 … Friday Before Thanksgiving Week … Office Hours Next Week, Technology Tethered Mostly

BREAK IN – Financial Processing Bottlenecks Continue

We mentioned earlier, but want to reiterate that we are seeing slowing of processing especially manual (think human touch processes) as we near the end of the year.

DO NOT PROCRASTINATE any unique financial transaction as there is likely a slow player somewhere in the Financial Food chain! Curve balls happen, but really try to anticipate any unusual Financial movements you may have from here to years end… it will make for a much less stressful ride to the finish line!

Party, it’s a Party Party – Tomorrow DAC 3-5 pm

We look forward to seeing all of you at the party tomorrow at DAC from 3-5 PM…

We lucked out on the weather and as such will have an indoor and outdoor area to meet and greet… Moving closer to Norm once again! YAY

Crooks are NOT on Holiday

As mentioned here, the travel schedule has happily fired back up, for the record in a very quick time…

With a two day turnaround trip to another state about two weeks ago, the large Fraudulent charge was not a surprise and caught immediately….

The second immediate charge of slightly different amount but to the same company slipped through the cracks as a slow processing of the original charge…. Well done there Mr. Crook…. but no harm done…

Needless to say, the Crooks are out in full force…. Oh… and for the record a new Travel Only Card is in the works for just this type of defense …

Friday Before Thanksgiving Week – Office Hours

Ahhhh…. Today is a Friday heading into a Thanksgiving Day Week…

With the kids off the ENTIRE week for the first time ever, we will be loosely covering the office in alternating shifts, thanks to tethered technology… (None of us are 100% on where we will actually be, thanks again Mr. Technology!)

Expect MAYBE one last posting of the most popular video EVER, Blooper’s Happy Thanksgiving!

Have a GREAT Friday, enjoy your day, weekend, and restful Holiday Week 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.

jkfinancialinc

street-cents

Holiday Party RSVP Reminder … Slower Processing Near Year End … Time Change … Donald “The Brain” Shines Preview … Friday

Our 25th Annual Holiday Party is shaping up to be great fun…. We have a neat surprise at the event, VR (Virtual Reality) for those that have not seen the possible future of meetings, gaming and communication… Thanks to the 14 year old for setting this up!

RSVP Deadline is Monday November 8, but we have a little wiggle room if you have reason for a late decision!

Slower Processing Time Warning

A while ago here, we mentioned the commencement of RMD’s (Required Minimum Distributions), next week these will occur in full force as we are detecting early softness in processing times, very similar to year end last year…

Do not wait till the last minute for any year end processing similar to the RMD i.e. Donations, contributions, time sensitive matters of any sort… there are still tons of remote workers in all parts of our transaction food chains….

Last minute processing will most certainly lead to added stress…. who needs that, so jump now and avoid the stress! We are heeding our own words!

Fall Back – Time Change

While not our favorite time of the year, being glass half full, with the Sunday November 7th time change, those morning outdoor workouts will be a bit brighter, of course as the expense of earlier sunsets….

Don’t forget to go to bed a bit earlier on Saturday night as your Sunday morning will come Fast Fast… heck, hardly any clocks need changing as most do it automatically,…. well Microwave and Car don’t but the trusted Cell and many other do!

Donald “DC” The Brain Shines Preview

Some of you call him the Wonder Kid, that fits too and he doesn’t mind at all….

You guys hear of my triumphs all the time, so certainly want to give “The Brain” his well earned cover as well…even though he probably would not have it if it was up to him…luckily I have the keyboard…haha (Maybe too much coffee this am .. sorry)

Next week, will include some national media “The Brain” has garnered from his continued expertise with some very technical portfolio tools that he has not only mastered, but been an important voice in the updates, changes and look of for future improvements…

Well Done and congratulations on the Recognition!

TGIF

With some travels under the belt, today, Friday feels nice…. looking forward to a recharging weekend….

Get ready though, back at it strong next week…

Enjoy your Friday and weekend!

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

Holiday Venue Preview Video VERY NICE Redo, RMD Season, 401k Max Season, Birthday Boy, Friday …

Just by accident, over the weekend the family happened to end up at our Holiday Venue, Dallas Athletic Club (Recall November 20th from 3-5pm) and there was a soft opening of our venue to work the bugs out….

The official opening was Tuesday of this week as an email went out to the entire membership…

Hoping the weather will be nice AND if so, anyone that desires an indoor/outdoor venue, we have you covered… check out the video!

Nice!!!

Hope You Can Make it!

RMD – Required Minimum Distributions Commence

For the great majority that may begrudgingly take those RMD’s, tis the season, we will begin in the coming weeks!

We want to make sure we stay well ahead of any year end disruptions…

401K Maximization Season

In maybe a tit for tat from the afore mentioned RMD, now is a good time to review our retirement contributions for maximizations…

Let us know if you need help, we have systems set up for easy calculations…

Birthday Boy Weekend

Those followers know I frequently end my post with “Spend time with those important in your life, it goes fast!”

Tomorrow he turns 14 – Recall Crazy Over Halloween Family

Ahhhh…but today is a Friday… You know the drill from above…. Talk 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.

jkfinancialinc

street-cents