Tag Archives: Newsletter

Q4 2021 J.K. Financial, Inc. Newsletter … Video Audio Podcast Review ! By John Kvale CFA, CFP

Welcome to our Video and Audio Podcast Review of our Q4 2021 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 the Download button below, for a 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

BREAK IN – We hope you see videos in the email notification, but if not, you may click on the code for the actual video…hence the dual videos, hoping one works on your cell!

Let’s get going! We hope you enjoy!

Q 4 2021 Newsletter

(YouTube)

Irrational Expectations

An article that just kept giving us more great information:

Kyle Bass Most Important Predictions

  • Oil hits $100 per barrel this year … due to mal investment over the last 7 years.
  • The Federal Reserve will continue to support the markets with continued purchases.
  • We push through the Delta Variant and there is a REAL re-opening effect that works its way through the economy

We hope you enjoy … talk to you at the beginning of the year !

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

Kaplan Town Hall/Newsletter Preview Breaking News … Friday … Sports Begin …

Another Fantastic Kaplan (Dallas FOMC President) Town Hall

On Wednesday evening of this week, Robert Kaplan did another Town Hall …. Pretty sure this is our third or fourth to attend so there is some continuity working as we can hear changes, continued thoughts and just a general getting to know Kaplan…

The most BREAKIN NEWS from the talk, was Kaplan saying the following…

“If there are not major changes in the Economy before our next meeting on September 22, 2021, I will suggest taper is announced and it begins in October of 2021!”

This was a big (so soon) enough statement that we were surprised not to see any public media discuss yesterday….

We will dig into Kaplan’s comments next week in a deeper fashion and the possible outcomes should this statement come to fruition.

Newsletter in the Works

The Newsletter is coming right along, we have found some greater details from our Expectations Post Earlier in the Quarter, along with our candid comments…

On a personal note, if you ever want to know how fast a Quarter can go, do an all original Newsletter every 90 days… All Great, but really seems like we just completed the last one…. Time is flying I guess!

Friday

Ahhhh, it is a VERY late summer Friday heading closer to fall… Sports is getting into full force…


Enjoy your Friday and Weekend – Talk Next Week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

Q 2 2021 Review – Return to Normal, Inflation Here to Stay or Transitory

Slowly Returning to Normal, or Some Similarities

With hindsight available as our measuring stick, it appears that sometime between March and April earlier this year things across the country really began to return to some type of normal.

As noted in our blog at street-cents.com and in the prior newsletter TSA throughput a measurement of airport travel looks to possibly eclipse 2019 highs later this year.

Restaurants began opening, some earlier and some much later, depending on the geographic location with patrons welcoming their reopening.

Uncertainty remains on the remote versus office environment. Most think the new normal will not be a complete office environment, but some blend of remote since it is readily acceptable and well tested.

Inflation, Here to Stay or Transitory?

As discussed in detail in our latest Q 3 2021 Newsletter, the most prevalent debate at this moment among market participants is the topic of inflation and it’s staying power, or just transitioning through. The importance of this subject is directly related to the FOMC, chaired by Jerome Powell and the timing of his reduced stimulus.  All eyes are on the inflation debate and the timing of the decrease in stimulus and will be sensitive to timing changes.

Not surprisingly economic numbers roared as they met favorable comparisons from last year, but in very recent days, have given the appearance of a return to normalcy already, decreasing concerns of longer-term inflation.

Capital Markets being forward looking are now trying to see what is around the next corner. As earnings continue to return to normal, valuations are finally beginning to be decreased from extremely stretched proportions and as long as earnings outpace returns a continuation of this should occur.

Time is really our friend, and once again the good news is, this will all play out in quarters rather than years. Things can certainly change quickly, and it is not a time to swing for the fences, which we never do!

Have a terrific summer and talk to you at the beginning of fall.

John A. Kvale CFA, CFP

Q3 2021 J.K. Financial, Inc. Newsletter … Video Audio Podcast Review ! By John Kvale – New Post Format

Welcome to our Video and Audio Podcast Review of our Q3 2021 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 the Download button below, for a 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

BREAK IN – Below is a new format for our Newsletter, hoping this pulls through on your Cell Email!

Let’s get going! We hope you enjoy!

Q 3 2021 Newsletter

(YouTube)

We hope you enjoy … talk to you in the Fall !

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

The Brain to the Beach … Newsletter Hits the Presses … Friday

As mentioned earlier … neatly this year we were able all have flex schedules and each of us were on R&R at different times.

While technology allows us complete connection, a little looser tether is always welcome when possible.

Donald the Brian hits the beach for a few next week….

Enjoy – Much Deserved, we have your back!

Newsletter at the Presses in NY

The final touches of the Newsletter have been completed and the NY pressers are in motion. Look for the paper copy in your mailbox soon….

We coined this Newsletter “The Reminder” given much of the content is a timely reminder for to do’s and laws that were passed but likely forgotten given the unique 2020!

We of course will also do a Video explaining in greater detail our thoughts and how we came up with the articles as well as greater insights than the coverage may allowed….

Ahhhh…. but today is a Friday heading into a much welcomed beautiful weekend in our neck of the woods…

Enjoy your Friday and your weekend …. talk next week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

And That’s a Wrap, Keyboard fixed FINALLY, Braces on, Look Out Newsletter Here We Come … Friday

Outside of the normal weekly excitement we’re happy to announce that a much more appreciated laptop has a new keyboard and is working like a champ. It’s only 18 months old we hope that this is not a lemon … but have a whole new appreciation for just how many times you have to capitalize, and how hard it is to get to the symbols without a caps.

Braces On

Yesterday Pierce, the one with the best teeth in the family … but not the straightest, is happy to find he has braces on his upper row. Somehow it seems to be something to be proud of as likely many friends also are in the same situation. Will be interesting to see how proud lasts as the pain sets in … discovered from my own perch two decades ago.

Newsletter Begins

A laptop with a working shift key? Lookout Newsletter, it’s on!

For those long time followers you know much of the Newsletter (and other communications) is dictated but for some reason creativity stalls when at the compound at 8222 Douglas.

Very excited to review a lot of the things that have occurred over the year-likely WAY too much to get in just this Newsletter, always better to have too much than not enough, but think you will enjoy.

Have a Happy “Keyboard Fixed Braces On Newsletter is a Go” Friday!

Enjoy Your Day … Enjoy Your Weekend and Will talk to you Next Week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

Getting Ready to Mail the Newsletter, Looking for Stamps? … Holiday & Travels Heads Up! Friday ….

Getting ready to send out the Newsletter next week, very excited and hope you guys enjoy.

Here is a sample to wet your appetite (yaa yaa financial nerds) …

Q 3 2020 JPG Newsletter Header

Since it does not have extremely time sensitive information we are sending it to you a little early, in case you have a spare moment due to the July 4 (3rd holiday) weekend next week…

You would never guess the hold up … so we will tell you… Stamps!

Yep, our stamps.com labels ran out, the mail is running slow for more delivery, and best of all …. after Jen and family traveled to MULTIPLE ( a lot) of post offices, there were no $1 stamps…

No kidding … not clever enough to make up how hard it may be to get a good old fashion stamp!

Don’t worry, we will get them out and will have a Video, Blog, Podcast review too!!

Speaking of Holidays, next Friday July 3rd, is a Market Holiday and our office will be closed with several of us traveling around the long weekend…. in state…  not certain of travel Wifi intensity… so maybe slight delays in email responses.

Ahhh…. but that is all next week, this is Friday, heading into a weekend almost exact middle of Summer…

Enjoy and Be Well and Be Safe!

John A. Kvale CFA, CFP

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

Newsletter Near the Presses – Neat topics-

Our editor is finishing up our regular Quarterly newsletter. This Newsletter offers some very timely topics, including some that are hitting the headlines right now.

Sentiment Rises

In an article titled “Everybody is Happy” we discuss various readings from the University of Michigan Consumer Surveys that show sentiment rising in multiple areas. Just by chance the following poll, from Gallup was just released… totally different poll…same result…

An all time high for this poll!

Russia- Putin

In one of our more lengthy articles, former Prime Minister of UK, David Cameron speaks candidly about Russia and Putin. With activity over the weekend occurring in Russia, another timely topic! Cameron’s interesting takes on Putin and his actions were very insightful.

Travel Tips

We offer three travel tips that may save you time, angst and money over the coming months as many of us non-regular travelers (present party included) hit the road.

The first tip, on how to help protect yourself when renting a car is from a recent and still pending situation earlier this year. Always glad to use personal experiences to warn and help others !

So we have teased the Newsletter enough, we will get it to the presses and publish it here soon along with our Video/Podcast review!

Have a Great Monday!

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

 

Q 1 2017 Newsletter Preview – Tortoise and the Hare …. Plus tons more

The Q 1 2017 Newsletter is currently at the printer and should be ready for mailing early next week. We know the novelty of a paper newsletter… but we like the ability for you to read at your leisure, especially for those paper newspaper longing readers…such as yours truly !

Shhhhh… because of your loyal reading here at our blog, here is a link to the electronic version of the Newsletter, should you find interest in jumping the gun on the paper version….which is of course headed to your mailbox soon!

Tortoise and the Hare

Not wanting to steal the thunder of the article… here is a sneak peak of one of our shorter, but really important articles in the Q 1 Newsletter …but you need to read the whole article in the Newsletter please..

Why in the world would anyone ever invest like a Tortoise?

Look at that Hare investment outrun the Tortoise…. Run Hare Run!”…. If you have been seriously investing for less than SEVEN years…. You only know the Hare !!!!

hare-winning

Let’s make the race just a little longer…..

tortoise-wins

Oops….. But… But…let’s make the race even longer — that outta fix it- Long term right?

tortoise-long-term

DOUBLE OUCH… Never go all in or all out- Diversification is a MUST!

This article is just a teaser…

  • Tax Savings and Important NEW tax dates
  • Economic Update- What the big boys are doing
  • Apps of the Quarter and Interest Rates

Just to name a few !

Hope you will enjoy the full articles in our Newsletter !!!

Have a Great Friday !

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

Q 4 2016 Newsletter and Video Released !

Due to overwhelming excitement (from us and you) and massive positive feedback, this Newsletter is an all “New Total Vault” theme…

Here are a few of the topics in the newsletter….

  • Finding your Vault.
  • Loading important info in your Vault.
  • What important info to put in your Vault
  • Connecting ALL your financial data to your Vault – That’s right !!!
  • Future features such as a Visual Flow Chart to keep your Estate Plans up to date and square in your head
  • Parting thoughts election comments

And here is a personal Video review of each article…..

Your personal Video Review

 

Have a great 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