Tag Archives: Monthly Review

May 2014 Financial Planning Tip and Economic and Capital Market Update (Video)

Here is your May 2014 video review. The year continues to fly as next month marks the half way point. For those new to our work, this is our monthly review of economic and financial events highlighted by a monthly financial planning tip and a video to liven it up a bit….. Here we go !


You Tube Link

Vimeo Link

Plan that Vacation in Advance

With the return of a growing economy, this years vacation expectations are one of the best on record. Airlines, hotels, and all of the travel industry have taken note and are ready. Past the great recession, lesser availability of all resources has driven costs much higher, especially for those waiting until the last-minute.

Planning as far in advance as possible and making use of our favorite sites may help cushion the blow/expense:

  • Homeaway.com
  • Kayak.com
  • Travelocity.com
  • Compare all airlines, recently even Virgin a premium carrier was caught running low cost fairs

No one says a vacation has to be expensive to be fun!

The Elephant in the room … Interest Rates Of Course

10 Year 5-30-14

It is said on Wall Street fixed income (bonds) are always smarter than equity investors (stocks). Much of this stems from fixed income investors only worry about the return in the income, not much else.

I will leave you with this interesting chart from JPMorgan (Possible recession signal) …. Part of the reason we are watching so close.

JPMorgan Recession rates slide


Have a Great Day!

John A. Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225





Our First Video (Review and Preview), February…Where did you go? The Brain hits the slopes

With a year that is flying by we wanted to take a moment to look back at a couple of key events of the latest month, February 2013……good bye:February 2013

  • Sequestration, the $85 billion overhype…While a large amount to you and me, $85 billion is just not enough in an economy as large as the US to move the needle, although it has been talked about more than we would have thought
  • Dude I want my Dell back….Michael Dell goes after his company and attempts to take it private at a price below what current shareholders desire, fighters take your corners..the only rule is there are no rules…
  • No QE to Infinity?..Surprise…. Some fed governors begin talking about removing the punch bowl early, maybe even this year and market participants as well as bonds take notice, as of late in the month chief dove, Chairman Uncle Ben Bernanke assures markets the punch bowl will remain; In our opinion the dialogue has begun and will continue

On a personal note, as we head into the weekend, Donald The Brain will be out a few days next week as he and his wife take to the slopes with friends for some pre-spring break fun. The computers here at the office will be happy with a much-needed and deserved rest from his regular workouts.

In a new for us, for those such as myself that are more visual and audible, I have enclosed a short video with thoughts to go along with this month end review.

Let us know your thoughts

Have a Great Weekend!


8222 Douglas Ave # 590
Dallas, TX 75225