Tag Archives: Perot

Last Year the Perot Museum, Next Year Dallas Athletic Club, This Year No Holiday Party, Staying Safe

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.

jkfinancialinc

street-cents

From Party Last Night ..Walk Down Memory Lane Video … Fun Pics – Friday

This video was playing throughout the elevator monitors during the party last night…audio is neat if you are in a place to listen!

Some great memories – 24th year of party, 30th year in the business….

Thanks so much to all, especially those that traveled far to come, we hope you enjoyed it as much as we did seeing everyone and visiting.

A Few Pictures as well !

This slideshow requires JavaScript.

Time Goes Fast…. All Good!

Have a Great “Walk Down Memory Lane” Friday!

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

 

 

RSVP Reminder to Holiday Party/Perot Event .. It’s Less than Two Weeks Away .. YAY – Friday

We are extremely happy to see all of you at the Holiday Party Thursday November 14th at 6:30 PM at the Perot Museum….

The more the merrier… we have a big showing so far… BUT…

We have PLENTY of room, so don’t be shy…

If you want to come, and have a family member, or close friend that wants to come…

TODAY IS THE RSVP DEADLINE (we have some flexibility – if you read this past the deadline, reach out)

RSVP TODAY FOR THE PEROT EVENT

Hit jen@jkfinancialinc.com to reserve your spot… we want to see you there…

And now the carrot …

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.
jkfinancialinc
street-cents

It’s a Party, Party Party ! Invites are out – send us your RSVP …. Relatives Welcome … Will be fun!!!

The following invitation was mailed out this week!

perot-invite Page 1

perot invite_Page_1

We’ve had a lot of questions about family members/friends ?

SURPRISE — We’re going to have plenty of room and we are more than willing to have them!

Given our initial expected headcount and the time (yes its evening/dinner time) we’re happy to announce heavier than normal food too… Our only request is please let us know as firm as possible RSVP headcount ….

It’s going to be a great event…

Have a Great Weekend!

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 4 2019 Newsletter Video Audio Podcast Review By John Kvale

Welcome to our Video and Audio Podcast Review of our Q 4 2019 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 Here for 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

Let’s get going!

Q 4 2019 Newsletter

Click for PDF/printable version of Newsletter

 

And here is your review!

Is it Time to Refinance?

With Mortgage rates moving lower, we discuss the major items to think of when refinancing your Mortgage.

Our most clever point is we like to have an 18 month payback for the costs when refinancing… this serves as a good barometer on when to refinance, irrespective of the size of your Mortgage.

 

30 Year US Avg Mortgage Rate

 

Tariff Talk

It’s been going on for a long time

Trade Wars AKA Tariff talks have been around for a long time. This is not our first rodeo… notice how trade has been more efficient over time!

 

us-trade-wars-history Cropped

End of Year Tax Reminders

While there are a lot of reach back tax items i.e. Things we can do next year for this years taxes… there are many that have a firm year end deadline-

  • RMD – Required Minimum Distributions
  • Company Related Retirement plans i.e. 401k
  • Charitable Donations
  • 529 and other education programs

We hope you enjoy … talk to you in ….. 2020 WOOOW !!!

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

September 2019 Podcast Video, Financial Planning and Capital Market Update – By John Kvale

Hello and Welcome to our September 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!

BREAK IN :

November 14th from 6:30 to 9 PM – Perot Museum – For the Evening

Newbies –

We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets and current events!

September – 2019 Video

Financial Planning Tip (s) –

RMD Season is here – Is your DOB between 7-1-48 to 6-30-49 ?

In this post, we reminded all of those with the unique option of deferring that first RMD an extra year on the perils of the double income from that deferral decision…..

Defer at your own risk and make sure you will not jump a tax bracket by doing so!

Mortgage Rate Update – Time to Refinance?

Mortgage rates (the drop there of – in rates) caught our attention and in this post, we reminded of eleven (just counted them – was surprised so many) items to think of when/if you should refinance – its a big decision and there are many variables,  if you didn’t catch the post and have been in your loan for a few years, be sure to take a look … another reminder will also make its way to you in the Q 4 2019 Newsletter –

30 Year US Avg Mortgage Rate

 

Capital Market Comments –

Inverted Yield Curve Update

In this post, early in the month we reviewed the definitely inverted yield curve…. and spoke to this being one of the slowest recoveries on record…. just after our post, the yield curve did normalize on positive trade talks…. Look for more details in the coming Q 4 2019 Newsletter-

9-3-19 three month less 10 year fred graph

FED Lowers Again, but only by .25%

Jerome Powell Chief of the FOMC (Federal Open Market Committee) lowered rates by .25% to the 1.75 to 2.00% range, which will directly effect our overnight money, such as checking accounts and money markets…

Their fear is the prior mentioned Tariff saber rattling causing an extended slowdown….

We prefer they save that gunpowder for a real fire, but just pouring a small bit of gasoline on the coals is ok for now!

FOMC Rate now

Have a Great Day – Talk to you at the end of October!

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
street-cents

Save the Date Reminder- An Unusual Holiday Date – Thursday November 14th from 6:30 to 9 pm – We have the Entire Perot Museum for the Evening – Cool

After clearing/adding coverage for our Insurance for the event ….

Signing a few contracts that says we are not a crazy group ….

Getting security guards for the event …

Establishing our Parking Area…. it’s very close parking

Finalizing the entire building for our use only …

Working on food options … not finished yet, but will have same group as the Arboretum two years ago….

We are happy to announce:

SAVE THE UNUSUAL DATE

We have secured the Perot Museum for the night of Thursday November 14th from 6:30 to 9 PM – yes the Perot Museum for our use only … for an exciting educational experience for grown ups and kids!

Turn up the volume, cool theme music!

Click Here for Direct Link to Video

6-20 - 19 - Perot images - Outside (night)

 

The date is a function of popularity and costs ….

We know it is a bit earlier than usual, but we thought the venue worth the unique date …

We hope you can make it, should be fun!

Watch for Invitations …

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

 

 

Save the Date – An Unusual Holiday Date – Thursday November 14th -We have the Perot Museum for the Evening – Cool

After clearing/adding coverage for our Insurance for the event ….

Signing a few contracts that says we are not a crazy group ….

Getting security guards for the event …

Establishing our Parking Area….

Finalizing the entire building for our use only …

Working on food options … not finished yet, but will have same group as the Arboretum two years ago….

We are happy to announce:

SAVE THE UNUSUAL DATE

We have secured the Perot Museum for the night of Thursday November 14th from 6:30 to 9 PM – yes the Perot Museum for our use only … for an exciting educational experience for grown ups and kids!

Click Here for Direct Link to Video

 

TheBuilding-06

The date is a function of popularity and costs ….

We know it is a bit earlier than usual, but we thought the venue worth the unique date …

We hope you can make it, should be fun!

Happy Happy Summer Friday!

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