Tag Archives: HSBC

Born in Long Island … 16 Years Banking/Wall Street … Welcome Jen Hill to J.K. Financial, Inc.

With a sixteen year, Lower Manhattan/Wall Street banking background, there has to be a story? – and yes there is … there are no  Y’all and Fixin’s from her, “The Brain” and I of course slip frequently …. 

This is the official introduction to Jen Hill our new Operations Manager….

Long Island to Manhattan – Deutsche Bank to HSBC (16 years total) – then on to Dallas- She looks forward to meeting everyone at the Holiday Party this Weekend!
Jen Head Shot

Born and Raised in Long Island – Now at J.K. Financial, Inc.?

Raised in Long Island and after spending half of her college years in Pennsylvania and the remaining back in New York … the journey began…

After a multi-year stent in real estate with a family member, and then a two year advertising job representing a famous (and fun) rum – the Financial World of New York was calling…

Working her way up from a starter position in documentation at Deutsche Bank then on to  Option settlement … finally to end up at the High Net Worth phone bank (AKA High Maintenance Desk) – after six years a move was in the cards…

Ten – yes TEN years at HSBC in product control and dealing with the great financial crisis first hand… the two hour each way – EACH WAY – commute was too much, and a move to Dallas was in the cards.

With a spouse that formerly was a professional baseball player, now a fireman for an area town, Dallas is the new home of four years now.

Jen and Jeremy Hill have two children, both of which are now in a local elementary school and a much closer 10 minute commute from the office – whew

We welcome Jennifer “Jen” Hill to our firm!

Oh.. but wait there is another bit of information….

The introduction was made via a sport you all know we have family connection ….
Jen Hill

Jen is a on a tennis team that included Pam – such the intro –

Have a Great “Welcome Jen to J.K. Financial, Inc.” Day!

John A. Kvale CFA, CFP

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

Introducing two new ideas — Forecast and Reference Page – Friday from the Road

In a constant endeavor to improve, hold accountable, and make life more convenient we are introducing two new handy items today.

Forecast Tracker

Clearly there are more forecasts than anyone could ever reference, however we are going to begin tracking some of the ground shaking “Breaking News” like forecasts — and of course any of ours as well — good for the goose, good for and gander.

HSBC Interest Rate Forecast

First up on deck, analyst Stephen Major greatly reduced his forecast from HSBC – this guy called the 10 year yield 2014 drop correct, we will be tracking it this time — heavy implications if he is correct ! He sees the 10 year treasury going to 1.5% by the end of 2016, we think it closer to 3%.

We will review the forecast when the time frame is appropriate based on the guess — oh I mean forecast!

Reference Page

A great request for a handy reference page came from  a long time friend and client – thanks CB – we like your request and idea.

We are going to add a best ideas/reference page soon. Originally we will be pulling ideas from our Newsletters BUT we are also going to give you some of our super secret discoveries found over the last three decades of working in the industry —- shhhh – please tell everyone !

Friday Travels

Earnings kicked in this week and we have some winners and losers, but it is early– updates next week —- ahhhh – but that is next week!

Still out-of-state in a water surrounded state on business- enjoy your Friday and your weekend.

Anyone else get some of their best ideas while on the road? Maybe only me?

Have a Great Weekend !

John A. Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225