Tag Archives: Pierce

First Travels of the Year, Keeping Goals – Friday – Office Hours

Wow…. Thanks for all the feedback on the Homestead Post earlier this week… with such positive feedback, we plan on making it a reminder in the future… much like we have been doing with the ES Tax Payments

First Travels Of the YearIMG_1250

Tons of travels with the Tennis Player Daughter last year, a goal to spend more time with the frequently left out Wanna be Guitar player, and avid snowboarder Son was established and shared with the team during our beginning of the year goals sessions…

Time to keep those goals… which leads us to the next update…

Office Hours

Monday is a Government, Capital Market and National Holiday… with the kiddos out early today and off Monday, our office will be closed early today and all of Monday in honor of Martin Luther King Day!


Have a Great Friday and Super Weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.

Earnings Update … Monday Travels (Groundhog) … Birthday Boy

Currently we are smack in the middle of earnings season ….  Guess What ?

They are pretty good, not great, but certainly not bad. Hats off to managers as they maneuver through a sluggish economy and a slightly ill consumer. Well done guys.

We will go deeper soon, but so far so good!

Ground Hog Day Travel

Monday a week ago, on a planned fun turn-around trip , I DID spend 2.5 hours in a plane, but unfortunately never left the tarmac, as storms and low gas canceled both the outbound and return.

Monday we try again. Rain anyone !!!!

Birthday Boy  … Happy 7th

Happy 7th birthday Pierce, seems only yesterday we brought you back from the hospital.Pierce

This is why ….. It’s a Friday, headed into a weekend, I REMIND …enjoy and do not forget to spend time with those special in your life… It goes fast !

John A. Kvale CFA, CFP

PS Some BIG NEWS soon!! Tease Tease

8222 Douglas Ave # 590
Dallas, TX 75225 

Time Change…our favorite time of the year…spring break…Tax Update

This Sunday morning (3-10-13) at 2 am, don’t forget to move those clocks forward, stealing an extra hour of sleep. While we hate giving away the time, we greatly enjoy the evening light..This time of the year is our favorite.

Next week brings spring break for many, including myself. Tomorrow morning marks an early am rise and a multi-hour drive to the mountains. Sleepy time for the gang in the car is great thought and strategy time for the coming Newsletter and end to the first quarter for me. While many of the articles are in place, extra thought time usually leads to diverging ideas to share.

Taxes this year so far have been reasonable based on our point of reference and we really have to compliment everyone for getting a head start on them…Well Done! Again, hold off on your filings. Generally we are seeing less difficulty in deciphering the new cost basis reporting 1099’s, making it easier for all involved.springbreak

As mentioned above, I will be out for the majority of the week, working in the morning from my favorite Starbucks electronically while the family sleeps and skiing in the afternoon…..not to worry the days of aggressive runs are in my past…our goals this year, Pierce the 5-year-old gaining control and skiing on his own.

Have a Great one hour shortened weekend talk to you next week!


8222 Douglas Ave # 590
Dallas, TX 75225