Last year we had the 24th Annual J.K. Financial, Inc. Holiday Party at a place that we had always desired to go but the newness and the cost of that newness had prevented us.
Finally an early date allowed us the ability to have the Annual Holiday Party at the much desired Perot Museum. Little did we know that we would not be having a party this year making last year‘s memory all the more special.
For the safety of our selves and of others we are not having a party this year.
We know that that may disappoint some but out of an abundance of caution and being conservative in all facets of what we do, we are not going to have the holiday party this year.
The good news is as we will certainly have a wonderful and much appreciated party at Dallas Athletic Club if possible next year!
True to many things in life we grow to appreciate them much more when they’ve been snatched from us. We look forward to the exhaustion that follows visiting with everyone and seeing everyone and will embrace the closeness of getting to see everyone like we’ve never done in the past 2 1/2 decades.
Be Safe and We Look Forward to Seeing EVERYONE Next Year!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
June 2019 Podcast Video, Financial Planning and Capital Market Update – By John Kvale
Hello and Welcome to our June 2019 Financial Planning and Capital Market Update!
If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast format as well as Video!
June – 2019 Video
Break In:
The Perot Museum Thursday November 14th, 2019 from 6:30 to 9 PM for a fun filled event!
Newbies –
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets and current events!
Financial Planning Tip (s) –
Password Safe Keeping Idea and 1 Minute Video
After attending a conference that mentioned multiple times the troubles associated with Digital Assets AKA your passwords, a brain storming session led to this terrific post about how to safeguard your password, upload to the private portion of your Vault, password your document, and then refresh occasionally. A possible Excel file with links that is itself heavily/strong password protected!
We even completed a video and added it to our Video page on our main website here!
Capital Market Comments –
FOMC Pre and Post Meeting Update
Here in the Preview meeting post and with Robert Kaplan audio (below) explaining how he and the FOMC (Federal Open Market Committee) go about determining what to do with rates, we also mentioned many expecting a LOWERING of rates….just a few quarters ago, unthinkable.
Here is the Kaplan Audio:
MP3 File
Wave File
Post meeting Market Participants…
Fast forward to our Post Meeting Post here , and while we did not get a lowering of rates, the great consensus feel like the following quote signaled they are coming all garnered from this statement and supported by the lowered GDP expectations – chart below:
For a sleepy time of the year, there is a lot going on – That’s what we are here for!
Have a Great Day – Talk to you at the end of July!
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
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Posted in Audio, Economy, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video
Tagged 1 Minute Video, Digital Asset, FOMC, Password, Perot Museum, Robert Kaplan