Tag Archives: Newsletter Preview

Office Hours, Holiday Schedules, Season of Gentleman’s Agreement on Wall Street, Newsletter Preview, Slow Money Reminder …

Over the next two weeks, with staggered schedules, our office, which our building manager is still continuing to ask us not to have guests, will be open sporadically. We will collectively be working remotely or out of the office on various family holiday getaways.

Donald “The Brain” is happily in a warmer climate near water, loosely connected to the office for some much needed and much earned R&R this week after a full spring, summer, and fall, of lock downs.

My time actually occurs next week after Christmas and through New Year’s.

Jen will be in and out remotely connected with a few official bookend days for holidays and long weekends throughout the next two weeks.

One big positive of the events of this year is the ease of pivot to remote for all of us!

A Gentleman‘s Agreement on Wall Street!

While in recent years we’ve seen this agreement violated, look no further than some of the sharp drop offs during this time just a year ago, generally there is an unwritten gentleman‘s agreement to “do no harm” during this time of the year. Meaning capital markets usually do not trade upward or downward in dramatic fashion throughout the remainder of the year.

Under normal circumstances the next two weeks, partial trading weeks …with closures on each Friday and half a day before the holiday trading would be BORING and very low volume….trying not to jinx ourselves here!

Newsletter Update

With a newsletter chocked full of great Financial Planning, Income Tax, and Personal reminders, and being non-market related, the Newsletter is complete and we hope to have it to you during the holidays for some possible fun reading that you may have during down time.

We think it came out fantastic, and tribute the great bulk of subject matter to you guys for the experiences, reminders, and techniques that we did this year.

Our posts here at Street-Cents will likely not be as regular and much lighter over the next two weeks as well!

Remember, as mentioned here in this urgent reminder post, Financial Institutions in every area of service are greatly overloaded for some reason this year, and as such MONEY IS MOVING SLOW…. do not wait until the last minute for a Financial Transaction, especially if it is personal!

Happy Holidays, Be Well, Be Safe, and Happy New Years!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



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