As a reminder we will gladly send you a copy of your Tax forms or send directly to your Tax Professional should you desire… Very little information is completely shown and of course your Social Security number is covered for security purposes…
We had ONE – yes ONE corrected 1099 Misc in the first round… this is good news and the lucky one already knows who they are….. if you are really itching to file (maybe have a refund waiting) this is your SOFT Green light to file – unlikely to have more corrected’s hoping no jinx here…..
Newsletter Update
The Newsletter is dominated by a handy Social Security Article that is for all – young and old… tease tease…
All kidding aside, most of the Newsletter is happily completed already and very informative… we have a bit of space left that will most likely be filled with a few interesting Graphs that we have come across… possible valuation analysis….
Anyway, the Newsletter is looking good and we think you will like it too!
Friday –
Next week is the last week before Spring Break and Jen is hitting the slopes early next week as we stagger our out of town schedules…
With a tough schedule leading into Spring Break, my plan is to try for a bit more R & R – and stay lightly tethered only… but that is the week after next….
Ahhhhh … it is a Friday, heading into a weekend where I need some rest…. Enjoy yours!
Talk to you next week after a recharged weekend!
Have a Great 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.
Q 1 2019 Newsletter Video Audio Podcast Review By John Kvale
Welcome to our Video and Audio Podcast Review of our Q 4 2018 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter.
Click Here for direct link to an electronic version (an early peek-good ole fashion paper versions are on their way to you shortly) and here for our Newsletter page
Let’s get going!
Q 1 2019 Newsletter
And here is your review!
Capital Market Talk
The Grinch Came to Christmas
Just a few days into the final Quarter of 2018, market participants became grumpy and continued their coal ways all the way through the end of the year – a seasonally strong historic period of time.
In our main capital market article we discuss the reasons why – no one knows for certain, and discuss the speed of the decline along with what the future may hold..
Updated Personal Theft Story
After having three credit cards stolen which we spoke of here, an interview with a detective brought to light some amazing stories of theft
Meet Jennifer Hill “Jen” Our New Operations Manager
In a more in-depth article that expands on her background, Jennifer “Jen” Hill has our formal introduction along with several fun pictures including a Charlie’s Angels and a D Magazine Wealth Managers Picture from our honored award of D Magazine’s Best Wealth Managers.
We hope you enjoy … talk to you in the Spring!
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
-96.808100
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Posted in Audio, Earnings, Economy, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Jen Hill, Market Comments, Newsletters, Personal, Vault, Video
Tagged Best Financial Planners, Best Wealth Managers, D Magazine, FOMC, Jen Hill, Jerome Powell, Persona Theft, Safe Word