Tag Archives: New Vault

August 2017 Podcast Video, Financial Planning and Capital Market Update- By John Kvale

Here is our August 2017 Monthly review.

August 2017 Video

Financial Planning Tip(s)-

1 Minute Video Series – Six of them to be exact

Over the last six weeks we had fun recording our first series of videos on our New Total Vault …. A total of Six to be exact!

  1. Finding your Cool New TOTAL Vault
  2. Resetting the Password on your Cool New TOTAL Vault
  3. Uploading Important Docs to your Cool New TOTAL Vault
  4. Connecting outside Accounts to your Cool New TOTAL Vault
  5. Running nifty reports from your Cool New TOTAL Vault
  6. Constant Improvements coming from your Cool New TOTAL Vault

All of these can be found using our search feature on our blog here or here at our main website.

Capital Market Comments

The “Natural” rate of Employment/Unemployment

In this post during the month we take a deep look at the Unemployment rate and just why it was not different this time, but why it took so long to normalize.

img_0889

It is not to much of a stretch to think normalization took longer because it has been such a slow recovery. VERY SLOW — this recovery is the far right weak line with the lowest slope.

JPMorgan GDP expansion chart

See you at the end of September.

Happy Summer!

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

1 Minute Video New Vault Series – Continued Updates and New Reports

In a neat coincidence of the subject of the last video for this series, we had intended on reminding that additional information, updates and constant improvements are a part of our New TOTAL Vault.

Continued Improvements and Updates

Last week, after our most recent Video, new updates were made for a more clean look on the landing page…

We have only touched the Tip of the iceberg of the powers that our New TOTAL Vault contains … giving us many more features and powers to roll out in the future.

Estate Planning Graphs is one of our favorites and is being rolled out on a case by case basis due to the complexity.

Have a great Continued Improvements Day!

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

July 2017 Podcast Video, Financial Planning and Capital Market Update- By John Kvale

Here is our July 2017 Monthly review.

July 2017 Video

Financial Planning Tip(s)-

Why NOT to add After Tax funds to your IRA

We carefully reviewed the disadvantages of AFTER tax funds in and IRA as we ALWAYS want good savings habits, but there are more and less efficient ways to save funds.

Here are the key challenges with after tax funds in an IRA:

  • Upon eventual distribution you must calculate a distribution basis which will be different from your actual distribution – Easy for the IRS to confuse
  • You must carry the basis on your tax return- forever- IRS Form 8606 must be filed to keep up with your basis
  • Your heirs may also have to deal with this basis upon your death

1 Minute New Vault Videos

The fun summer New Vault Videos have begun. Holding them to just one minute has been a formidable challenge, but so far we have done pretty well…

Resetting the password of Our New TOTAL Vault

Here is the post of one of the most common questions for our New TOTAL Vault….

Resetting or Acquiring a New Password

Remember you can always easily email us for a quick reset… but if you want to do it yourself… here you go

 

Capital Market Comments

Janet starts Shrinking “The Balance Sheet

In this lengthy post, we take a complete dive into not only what is meant by “Shrinking” the Balance Sheet, but also how it was bulked up and what the next step may be.

img_0874

 

The line on the far right should begin to drop soon, moving back towards a more normal size Balance Sheet, like it was prior to the “Great Recession of 07-09” , shown by the far left of the chart.

See you at the end of August.

Happy Summer!

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

1 Minute Video, How to Reset Your Password on your NEW TOTAL VAULT, Second in special series

Last week we told you how to get into your New Total Vault with our (hard to believe it was only 60 seconds) 1 minute video.

The most common issue we have with our NEW TOTAL VAULT, heck any site for that matter, is forgetting or having to reset the password.

For the record, due to our over the top focus on security we have stringent features on our Vault that create an automatic mandatory reset if the Vault goes un-used for a length of time.

How to Reset Your Vault Password

Email or call us and we can quickly and easily reset your password  …. Ahh, but we know you may be accessing your Vault in a peaceful “off-time” during non working hours, late at night, early in the morning with that cup of coffee on the weekend or other time….

Here is how to reset your password, a quick 1 minute video:

Have a Great “New Password” Day!

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

 

 

 

 

June 2017 Podcast Video, Financial Planning Tax Review and Earnings Update- By John Kvale

Here is our June 2017 Monthly review.

Hard to believe we are ALREADY at the half way point of 2017 … A little early due to the Holiday schedule.

Here we go!

June 2017 Video

 

Financial Planning Tip-

Safely Hand Off VERY Important Documents

Vault Add View W Arrows for private and Full View

With a few services still showing too much confidential information such as social, bank and date of birth, in our post here we reminded everyone of how to easily hand-off that VERY confidential document.

Also as a reminder, one of our projects over the latter part of the summer will be a set of 1 minute videos on how to use the New Total Vault and feature such as this one … Looking forward to completing them !

Capital Market Comments

Rates are Rising

Libor 1 month 6-27-17

This chart shows does a great job of showing the rate increases as they have occurred. So far, market participants are taking the rate increases in stride.

We continue to believe higher/more normal rates are a good thing!

Happy Mid-Year point!

Let the 100 degree days begin !

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,

Q2 J.K. Financial, Inc. 2016 Audio Newsletter Review By John Kvale

We are happy to bring to you our Audio Review of the Q 2 2016 Newsletter.

Q 2 2016 Audio Newsletter Review

 

YouTube Direct Link

Newsletter Link

Have a Great Day!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

 

 

Q 1 2016 Audio Newsletter Review By John Kvale

We are happy to bring to you our Audio Review of the Q 1 2016 Newsletter.

Q 1 2016 Audio Newsletter Review

 

YouTube Direct Link

Newsletter Link

Have a Great Day!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225