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!
The following invitation was mailed out this week!
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 ….
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.
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 –
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-
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!
Have a Great Day – Talk to you at the end of October!
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.