Tag Archives: Newsletter Preview

Newsletter Preview, Meet Peter Diamandis, Again … Friday

Way back in 2015, just after a conference on the West Coast after first meeting  Peter Diamandis, we wrote about our fantastic encounter here, here and here …..

(It’s really neat to have a living Diary of sorts that we can look back on these prior writings… digressing!)

Fast Forward to today and our coming Q 3 Newsletter

Peter Diamandis Newsletter Preview

Peter Diamandis

Here is his resume …. stunning

Peter H. Diamandis, MD
Founder/Exec-Chairman, XPRIZE Foundation – www.xprize.org
Co-Founder, Co-Chairman, Planetary Resources, Inc. – www.PlanetaryResources.com
Exec. Chairman, Singularity Univ. – www.su.org
Co-Founder, Vice-Chairman, Human Longevity Inc. – www.HumanLongevity.comCo-Founder/Board Member Covaxx – www.covaxx.comCo-Founder/Board Member Celularity – www.celularity.com

Not only that, but he has founded 22 companies and counting….. not sure when he sleeps…

Here is a taste of what to expect next week…

The Human Race has a singular enemy- Never Before has there been unity across the globe to find a cure – Between 100-200 million professionals are working on a cure. Peter estimates that not only will a cure be discovered, but many multiple cures will be discovered due to the collective minds across the globe. 

Tease… tease… but rest assured good stuff!

Maybe should have called it Positive Friday…… but you get the gist…

Ahhhhh… but it is a Friday and that means … a few days of rest, make the best of them, stay safe and be well!

More details from Peter next week, likely even a multi part series.

John A. Kvale CFA, CFP

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

Sneak Peek Newsletter PREVIEW… Happy Friday

On our second quarter Newsletter of 2014, we fell behind! Isaac, the wonderful newest addition to our family firm, terrible taxes, and regular seasonality put a crimp in our delivery. Because of that occurrence we have worked hard to get an earlier start on our Newsletters since then. As a by-product, better content, deeper articles, more revision time, and greater feedback from you, our clients. As they say …

One step back, two forward”

Fantastic coming Newsletter Preview

Ta Da …. Here is a quick overview:Newsletter Webpage Snaphot

  • Deep tax savings ideas (not too late for 2014 savings)
  • Social Security Review and detailed technique possibilities
  • Medicare deep dive options and explanations
  • Interest Rate analysis/research (two articles discuss this)
  • Bragging on Donald’s honored industry roundtable request
  • Capital markets play chicken with a  Federal Reserve official (not kidding here)
  • Great charts, historical data research and references

Ahhhh…. but today is another Friday … with a lot of folks out of the office, enjoy your day and be safe as the weather is tough throughout a lot of the country!

John A. Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225

On the Road … Newsletter in the Works

Today I am on the road as well as all next week; out-of-state for business and a little family time.  As always, electronic tethering will be a welcomed part of the trip.


For some reason when traveling my creative juices start flowing which may work out terrific as the Newsletter is beginning to take form. With the end of June marking the half way point we will be very interested in how capital markets finish this quarter.On the Road Again

Here are a few nuggets from the Newsletter:


The Fed has a Problem (Got you curious don’t I)

Early Findings from the Client Roundtable

International Investing (Follow Up from Interview)

What we are doing this summer

After falling behind last quarter due to a crushing tax season, new family member, and regular end of the quarter stuff, this newsletter will be ready for print much sooner !

Have a Great Friday!

John A. Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225