Tag Archives: Office Hours

BREAK IN – Financial Processing Bottlenecks Continue to be Delayed, DO NOT PROCRASTINATE … Party Tomorrow … Crooks are Still Out, Credit Card Fraud X 2 … Friday Before Thanksgiving Week … Office Hours Next Week, Technology Tethered Mostly

BREAK IN – Financial Processing Bottlenecks Continue

We mentioned earlier, but want to reiterate that we are seeing slowing of processing especially manual (think human touch processes) as we near the end of the year.

DO NOT PROCRASTINATE any unique financial transaction as there is likely a slow player somewhere in the Financial Food chain! Curve balls happen, but really try to anticipate any unusual Financial movements you may have from here to years end… it will make for a much less stressful ride to the finish line!

Party, it’s a Party Party – Tomorrow DAC 3-5 pm

We look forward to seeing all of you at the party tomorrow at DAC from 3-5 PM…

We lucked out on the weather and as such will have an indoor and outdoor area to meet and greet… Moving closer to Norm once again! YAY

Crooks are NOT on Holiday

As mentioned here, the travel schedule has happily fired back up, for the record in a very quick time…

With a two day turnaround trip to another state about two weeks ago, the large Fraudulent charge was not a surprise and caught immediately….

The second immediate charge of slightly different amount but to the same company slipped through the cracks as a slow processing of the original charge…. Well done there Mr. Crook…. but no harm done…

Needless to say, the Crooks are out in full force…. Oh… and for the record a new Travel Only Card is in the works for just this type of defense …

Friday Before Thanksgiving Week – Office Hours

Ahhhh…. Today is a Friday heading into a Thanksgiving Day Week…

With the kids off the ENTIRE week for the first time ever, we will be loosely covering the office in alternating shifts, thanks to tethered technology… (None of us are 100% on where we will actually be, thanks again Mr. Technology!)

Expect MAYBE one last posting of the most popular video EVER, Blooper’s Happy Thanksgiving!

Have a GREAT Friday, enjoy your day, weekend, and restful Holiday Week 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.



Q3 2014 Newsletter … Happy July 4th … Office Hours … Be a Pro

With a heavy post yesterday and a short week we wanted to keep it brief today.

Newsletter is Complete

This quarter’s newsletter is currently posted here on this site and here on our main site AND even better is making its way to your home as you read this. Yaa, yaa … who sends a paper newsletter … WE DO … it’s sold OLD, it’s new again ..

  • Federal Reserves’ Problem on Raising Rates
  • Social and Medicare … First of Many Review of our Tom Clark Private Client Roundtable event
  • Hat tip from Dallas Business Journal for J.K. Financial, Inc.
  • International Investing Article and Review of Recent Interview and Article with John
  • Lastly, One of our Most talked about annual articles… What we are doing this summer with pictures

 And more (many really cool charts) for your perusal in the just finished Q3 2014 J.K. Financial, Inc. Quarterly Newsletter!

July 4th Office Hours

We will be closed at noon today and out of the office tomorrow, Friday July 4th, 2014 …. Markets are closing early today and closed all day tomorrow too !!

Enjoy the holiday, but be safe, and remember … amateurs hit the streets on Holidays … The Pro’s stay in ! 


Best Wishes and Happy Fourth of July!

John A. Kvale CFA, CFP

8222 Douglas Ave # 590
Dallas, TX 75225


Newsletter, June Update, Partial Week Office Hours

The Q 3 2013 Newsletter is well underway and should go to print and web posting early next week. We may decide to call this Newsletter the “Fixed Income Report” as the bulk of the articles are directed towards fixed income given our concerns, and the interest rate movements of late. Of course there will be ample discussions of our Axel Merk roundtable as well.

June 2013 and Mid Year update

We are putting the final touches on the high points of June,  a longer term mid year review and rest of the year look out. With Donald in town last week we unsuccessfully attempted to shoot the video last Friday, but could not work the time in. You are stuck with just me again..haha

Office Hours July 4 2013

We will be closed early on Wednesday July 3, 2103 and Cathy will be off on FourthofJulyFriday. Donald and I will be here briefly Friday July 5 2013 either in person or electronically but we expect more happenings at the swimming pools and beaches around the country than the capital markets.

Have a Great Monday!

John Kvale

8222 Douglas Ave # 590
Dallas, TX 75225