Tag Archives: Newsletter

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

 

Q 3 2016 Newsletter and Video Released !

As Brexit likely stalls our main theme of the Newsletter… we think we are correct in our analysis.

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

  • Eventual higher interest rates will help, not hurt our economy.
  • Rates have been raised during elections years.
  • Trivia Crack is our App of the Quarter
  • What we are doing for the Summer! – Client favorite
  • Complete – all encompassing list of needed documents for Wills, Estate Planning and Trusts

But wait there is more….

A Video review too — Yep

 

Hope you enjoyed our silly introduction humor!

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

 

Newsletter In Production … Texas Weather …

Our editor, Kathy is working on the Q1 2016 Newsletter …. It is one of our best.

Here are a few of the articles:

  • Taxes and helpful hints, along with important dates and limits
  • Appreciation and Preservation (with a very personal story)
  • Great stats on current expansion and historic comparisons
  • My Fitness Pal New Years Resolutions and my handle
  • New Total Vault Announcement – Wow this is really cool!!

Texas Weather

After finding my entire family and two friends right in the middle of the Tornado area on Saturday night, we thankfully found our way home, safe and sound.

We wish those who were less fortunate a speedy recovery.

Have a Great Monday!

John A. Kvale CFA, CFP

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

Travels next week — Q4 2014 Newsletter Video Review

Most of next week I will be traveling to a water surrounded state for business. Tethered heavily with technology via planes and automobile as well as great coverage back home, we will not miss a beat.

The Newsletter is out – actually on its way to you now. If you do not have time to read the Newsletter or prefer my personal thoughts, take a look – well listen.

Click here for digital Newsletter!

Q 4 2014 Newsletter Video Review

 

 

Enjoy your Friday !

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


 

Seasonal Choppy Markets — Newsletter Preview —

This week we finish Quarter three of 2015, some might say with a bang … some might say a bust. While we are not huge fans of seasonality or rhyming trends — sometimes the facts are just the facts and we have to yield to history.

The last several weeks of September and October “historically” are rocky times for capital markets. So far, this trend has played out again this year, which may mean choppy waters into October (FYI -the final full quarter is “seasonally”  the best.)History Repeats

This is of course a small speed bump in the long run plan to prosperity, but since we may see it on the horizon, we wanted to warn anyway! We have been warned — buckle up !

Newsletter Preview

With an editor who has been on the road — the newsletter took form a bit earlier in the quarter than usual –

  • Inheritance Facts, Figures and thoughts
  • Energy Sector update
  • When NOT to file an insurance claim- credit.com full article
  • Great market updated thoughts and a peek inside some of the items we watch – lots of graphs to help visually explain

There is even more coming soon in the Newsletter – We look forward to sharing soon!

Have a Great Monday !

John A. Kvale CFA, CFP

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