October AND November 2023 Audio Video Review, Taxes Deductions and Contributions for 2024, Your Favorite Team Analysis – By John Kvale CFA, CFP
August 2023 Video Podcast Review -By John A. Kvale CFA, CFP
Tag Holiday Party
A Second Party? Yay … Party Location – Houston Texas We Have a Party … Wednesday December 6th from 6-8 PM …
With a growing group of friends and clients in Southern Texas …. we decided to have an appreciation get together… yay We are happy to announce a fun appreciation Evening in Houston Texas! Wednesday December 6, 2023 from 6-8 PM…
Last Friday Before Thanksgiving … 27th Annual Party Reminder … Black Friday Thoughts … Office Hours, Today, Next Week, Electronically Tethered…
Today is a Friday, and WOW at times like this, time really shows how fast it is going… at least on our side of the perch…. Tomorrow is our 27th Annual Party… we hope to see everyone there, thanks in…
It’s a Party, Party Party Announcement, 27th Annual Wow! Saturday Before Thanksgiving November 18th, 2023 From 3-5 PM DAC – Dallas Athletic Club …
Clients and friends, the good ole fashion formal invite is in the mail! The staff are excited to see everyone… heck, we are one of the only groups allowed in the Main Dining Hall (A recent complimentary finding) … The…
Out of the Office this Week – DMA – Dallas Museum of Art Pictures – Can Happy Thanksgiving make ONE LAST appearance?
DMA Pictures - Out of the Office
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
Get your coupon, save the $15 for Holiday Parking
It’s A Party … Party Party … One Week from Tomorrow … DMA Holiday Parking Reimbursement Instructions, Coupons in the Founders Room … Friday
Founders Room for Parking Coupons
October 2022 Financial Planning and Capital Market Review – DMA Reminder – By John Kvale CFA, CFP
October 2022 Review, Fast Rates, DMA,, New Retirement Maximums
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……
Holiday Party Save the Date Re-reminder … The Newsletter Begins … Early Fall Friday …
Save the Date November 19th at 2 PM Dallas Museum of Art