Tag Archives: Holiday Schedule

Office Hours, Holiday Schedules, Season of Gentleman’s Agreement on Wall Street, Newsletter Preview, Slow Money Reminder …

Over the next two weeks, with staggered schedules, our office, which our building manager is still continuing to ask us not to have guests, will be open sporadically. We will collectively be working remotely or out of the office on various family holiday getaways.

Donald “The Brain” is happily in a warmer climate near water, loosely connected to the office for some much needed and much earned R&R this week after a full spring, summer, and fall, of lock downs.

My time actually occurs next week after Christmas and through New Year’s.

Jen will be in and out remotely connected with a few official bookend days for holidays and long weekends throughout the next two weeks.

One big positive of the events of this year is the ease of pivot to remote for all of us!

A Gentleman‘s Agreement on Wall Street!

While in recent years we’ve seen this agreement violated, look no further than some of the sharp drop offs during this time just a year ago, generally there is an unwritten gentleman‘s agreement to “do no harm” during this time of the year. Meaning capital markets usually do not trade upward or downward in dramatic fashion throughout the remainder of the year.

Under normal circumstances the next two weeks, partial trading weeks …with closures on each Friday and half a day before the holiday trading would be BORING and very low volume….trying not to jinx ourselves here!

Newsletter Update

With a newsletter chocked full of great Financial Planning, Income Tax, and Personal reminders, and being non-market related, the Newsletter is complete and we hope to have it to you during the holidays for some possible fun reading that you may have during down time.

We think it came out fantastic, and tribute the great bulk of subject matter to you guys for the experiences, reminders, and techniques that we did this year.

Our posts here at Street-Cents will likely not be as regular and much lighter over the next two weeks as well!

Remember, as mentioned here in this urgent reminder post, Financial Institutions in every area of service are greatly overloaded for some reason this year, and as such MONEY IS MOVING SLOW…. do not wait until the last minute for a Financial Transaction, especially if it is personal!

Happy Holidays, Be Well, Be Safe, and Happy New Years!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



Tax Reform Act Update – Holiday Schedule Reminder

You may have noticed we have been stealth as it relates to the 48 hour old Tax Reform Act.

There have been many already speaking of the new tax law changes … with multiple last minute adjustments and it being one of the largest tax reforms in several decades, we want to get educated before discussing our thoughts in too much detail.

We do know that as of April 2018 the old laws will apply for 2017 settle up. In a “Lets not get the cart before the horse way!“, we will be speaking of both tax planning ideas over the next few months.

Holiday ScheduleHolidays christmas-3026690__340

Physically, we will be in and out over the holidays, including the week AFTER New Year’s due to a weird kids schedule this year.

Always tethered electronically, we will not be far!

Happy Holiday Season!

John A. Kvale CFA, CFP

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

Holiday Party Reminder.. Save the NEW Date ! Saturday, Nov 19, 2016 …3-5 PM -Dallas Athletic Club

It’s a party…party party

This year we celebrate our 21st annual holiday party in true planner fashion…


After last year’s new date success we decided to stick with it.

The J.K. Financial, Inc. 21st annual party (Wow 21 years!)


Saturday November 19th

3-5 PM


We look forward to seeing you there!

RSVP Now to cathy@jkfinancialinc.com …. Full invitations to come nearer the party!

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.

Veterans Day Thanks … Successful 26.2

Veterans day is honored today, and as such banks, OTC fixed income will be closed as well as the postal system.  Wire and money transactions will not occur today but will go out tomorrow, Tuesday,  along with mail.

Veterans Day Thanks

Thanks to all Veterans especially my nephew and some of my closest friends who allow us to have a restful, placid, and safe day today. Many (present party included) cannot imagine what it would be like to walk to the grocery Veterans Daystore fearful of a sniper or other danger. Fortunately, we do not have this type of worry, but many do. Thanks again Veterans!

Speaking of placid, today will be for myself, as the dragon was slain with a 5 minute negative split for a 3:55.  Nothing big to advanced runners, but truly showing if one has patience, preparation, and discipline much can be achieved even for those unsuited to the purpose (rhino class runner) … there may be an article in there somewhere!  Next up 3:45 ??

Have a Great Day and Thanks to all Veterans for your service!

John Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225

J.K. Financial, Inc. Travel and Holiday Schedule 2-11-2010 through 2-15-2010

Late today (2-11-2010), Donald will be traveling back to Houston, fingers crossed on his flight. I will be traveling to San Antonio late tonight, (2-11-2010) for a CFA weekend conference, but will be unavailable Friday (2-12-2010) afternoon only, leaving the office in Cathy’s capable hands.  As you know we rely heavily on electronic connections, and as such, are constantly in touch with the office here in Dallas.

J.K. Financial, Inc. on the Go!

Monday our office will be closed in honor of Presidents Day.

Have a Great Valentine’s Weekend and a Happy Presidents Day!