Tag Archives: Summer

Home Sweet Home … On the way … Saw Sharpened … School About to start … Fun Friday

Posted on August 12, 2022 by | Leave a comment

It has been nice being remote in a cooler climate….

Many of you know it truly is a working (but it never is work) remote vacation…

Tomorrow we rise before sun and hit the road back to the familiar surroundings…

School beacons not only for our family but for new minted “God Mother” daughter at a super close to home college… neat honor!

Speaking of working vacations, two 5 hour virtual seminars were completed midweek…. one of the most interesting sessions discussed the fact that mailed statements actually have a greater fraud exposure than electronic now… interesting… more to come!

Ahhhh….. today is a Friday heading into a mid month weekend, enjoy and talk 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.

jkfinancialinc

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Last Summer Get Away on the Horizon …. Friday

Posted on July 22, 2022 by | Leave a comment

With a summer that feels like it’s passing as fast as a lightning bolt, notwithstanding some restrictions due to the overzealous heat locally here in the south, all of us at the office are looking forward to our final, before school start, vacation dates…..

Mid next week, two bicycles, two dogs, two kids, one cross eyed cat, and one spouse head to a cooler climate with yours truly, for the last hurrah before school starts mid August…. Yes it sounds like the Beverly Hillbillies… you should see the actual event in action…

We do our best to plan our family times in a staggered format, so as not to be out of the office. Of course we always have complete technology control but sometimes may suffer from week Wi-Fi especially in more remote areas.

Being a strong believer of getting away, spending time with the family, relaxing, and sharpening that blade, we all encourage and cover for each other while we are out … but as mentioned before technology allows us to remain tethered, loosely/lightly tethered especially during the month of August, before the inevitable start of school that occurs mid month.

So let the fun begin next week and continuing for the next several, there may be times where an email response is a bit delayed, but we are always watching even from a far.

But that’s next week and today is a Friday heading into a mid to late summer weekend, if you’re near us stay hydrated spend time with those that are important and talk 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.

jkfinancialinc

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Summer Friday … On the Way Back Home … Jen’s Turn Next Week …

Posted on June 3, 2022 by | Leave a comment

Today is an early Summer Friday and our post Memorial Day family trip is wrapping up, bringing us back to the familiarity of our home, office and pets….

It was a super fun trip, with a slightly lighter work load, no TV – yep not a one, weak WiFi (still able to do the month end video post), Q3 Newsletter commencement (a positive look on things), sunshine, ET/east time (a favorite due to the early sunrise), fishing, and great family discussion time… oh and some terrific coffee too!

Next week we are back in the saddle… and with an eye on staggered off time, Jen get’s her shot… not to worry, being Financial Planners, we plan in advance… Donald “The Brain” gets his time in as well, later in the Summer…. we all sharpen the knife with some time away!

Ahhhh… but as mentioned earlier, today is a Friday… enjoy your day, the weekend … and talk 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.

jkfinancialinc

street-cents

Summer Friday

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Posted in Clients/Clients Only, General Financial Planning, Investing/Financial Planning, Jen Hill, John Kvale, Personal

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Cut Over Update, Almost Complete … Office Schedules on Home Stretch of Summer Break for Our Families… Last Friday of July …

Posted on July 30, 2021 by | Leave a comment

Mid this week, the official cut over of email and contacts occurred…. Fortunately we did not have any MAJOR problems, but there are some missing data…

Not to worry we have over four weeks access of the old data….

Funny thing about technology….unlike a struggling car that just barely gets you there, technology usually works or not – no in between….

Office Calendars Into the Home Stretch

Next week I will start an extended working remote/Vacation in a cooler place with Family, Friends and even some fellow Advisors and their families as well…. Likely get the July Month End Video Review from there–thank you afore mentioned Technology! The solitude usually begets great creative ideas… Lookout Blog Posts and Newsletter!

Jen lets off some steam later next week- much deserved

Donald “The Brain” gets the next week after Jen returns…. much deserved as well!

Nice staggering Guys!

New Years Resolution Broken But Try to Fix ….

One of my New Years resolutions was to play ONE (lofty goal huh) yep just one round of golf a Month…..

Current at 0 for 7 months…. with avid golfers meeting at my remote working location, an attempt at a correction will hopefully start. Newbies, I was a collegiate golfer for three years, helping with Tuition and room and board…. That was a chapter long ago though…. Ok Digressing, back to business…

Ahhhh…. Today is a Friday heading into an about to go Remote for a while Weekend….

Enjoy your Friday and your late Summer Weekend! Talk 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.

jkfinancialinc

street-cents

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Summer Office Technology Improvements … Friday

Posted on July 9, 2021 by | Leave a comment

Each year, excluding last year, we tackle a technology improvement.

About a half a dozen years ago after too much coffee at a vendor related event on the West Coast yours truly came home with multiple technology improvements (New Vault, New Web site just to name a few) all at once, which turned out to be a hard lesson learned, and the team was not happy…..make darn sure the project is not too big!

New Server and Email System

Cyberspace, Data, Wire, Electronic

In a little over a week after reviewing all of our alternatives we have decided to upgrade our server and move our cloud-based email system to a new platform.

Our IT folks have already started the process of mirroring our old server to our new one and are readying the staging of the email.

We are assured this will go without a hitch; we hope to not hear the dreaded words we have heard before …

“Wow I have not seen this before!”

The good news is we only have this project and not multiple projects as well as the hard-earned lesson of overcast caffeinated excitement.

Hopefully just steps forward and not back to go forward….

But that is a week or so away and this is a Friday almost dead middle of the summer.

Enjoy your day and your weekend …. Maybe even a little time off if the shoe fits!

Talk to you 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.

jkfinancialinc

street-cents

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Winter to Summer Office Update … Friday…

Posted on February 26, 2021 by | Leave a comment

In a “You Cannot Make This Up Moment” those followers that noticed our challenging week last week, including the actual sighting of a exploding pipe in real time as mentioned here… when Temperatures touched low single digits and wind chills went well into the negative territory … an update! Only in Texas!

Winter to Summer

Knowing a great number of you do not live in Texas – so neat we can all communicate easily together…digressing…….

Last weeks Winter’s cold not only froze the afore mentioned pipe, but several others also in the building AND our Air Conditioner which resides on the roof ….which is to be completely replaced tomorrow… Huge Crane alert to move the unit from ground to top of building…

Without an Air Conditioner, there was no where to hide on Tuesday and especially Wednesday when temperatures hit 80 degrees…

Yes, so a low single digit temperature froze the Air Conditioner only to be followed by high 70 and low a-80’s in less than a week!

In a way funny…. Hope you enjoyed!

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.

jkfinancialinc

street-cents

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On the Way Back Home … Saw Sharpened … Social Security Discussion About to Get Jiggy … Friday

Posted on August 16, 2019 by | Leave a comment

Thanks to technology … another fun restful time in a cooler climate is almost complete.

The journey back home with the 14 year old’s early birthday present begins over the weekend.

JK Starbucks Cooler Climate Office

Cooler Climate Office – Starbucks

With a neat visit from cousins, sister-in-law, sister and brother-in-law, and my 91 year old father and spouse, it was a success ….

This year the calendar even included our 19th year wedding anniversary celebration…. as well as an government town shutdown conspiracy theory research visit…

Thanks for all of the above!

Time for Sharpening the Saw

While getting family time and some rest away from the concrete is part of the experience, clarity of thoughts, deep reading and research, in a quiet place, is also part of the equation ….

We look forward to continued discovery of some items, sun setting of others, and of course open discussions here … Yes of course we have seen the latest market movements (Oddly, here we are again, just like in December, with a amateurs- Digressing)

Are You Ready for Some Social Security/Football

Hope you liked the funny header of this section!

Just a heads up, as the Social Security Discussions are about to get heavy… just what we have been waiting for right?

The next three posts will conclude the Spousal Retirement Benefits portion and opens the way for Medicare discussions – However, these posts will be heavy with details… we love it, and enjoy the challenge as it may take more than one read/listen for complete understanding!!

With the end of Summer in view – not gone yet- the beginning of Fall Sports commences …

Today is a  Friday, be safe if you are traveling, talk to you 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.
jkfinancialinc
street-cents

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Last Full Week of Summer, From the Road Friday … Scammers Feedback

Posted on August 9, 2019 by | Leave a comment

Next week marks the last full week of Summer Vacation for my gang (unhappy times for them – amazed at how well they can ignore it – digressing) if the entire year went by as fast as summer, time would REALLY fly… goes by fast enough as it is….

Today, and all next week,  will be out of the office with family and friends, watching the kids ignore the inevitable, and enjoying the fellowship …. No formal tennis on the docket… in a westerly time zone, which makes an early riser feel like an even earlier riser… cooler … and even crossed paths with this lady early am on the way to the only Starbucks in town….

8-9-19 Elk

Scammer Feedback – Thanks !

In true musician like form (never know what post will be popular), the Scammer Post this week has garnered TONS of comments and thanks — you are very welcome and we will have a follow up shortly, as due to the post, we have additional free safe guards for your cell service which is being tested by the gang currently – full update/report soon!

Glad to strike a chord!

Ahhhh….. but as stated in the headline, it is a Friday… Enjoy!

Have a Great Weekend! Talk 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.
jkfinancialinc
street-cents

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Natural Rate of Employment … Eclipse … Last day of freedom from my gang (School Starting) … Friday

Posted on August 25, 2017 by | Leave a comment

Post great recession of 07-09, many including ourselves thought a new natural (higher) rate of unemployment might be in the cards.

Given a decade of history in the books since the start of the great recession, a more clear and somewhat surprising answer has occurred. Look for a detailed review next week.

Eclipse20170823_001200000_iOS

What a neat experience to see the Eclipse this week… of course with appropriate protective eyewear. Nice picture Sophia..

While not sure if it is the summer season or the magnitude of the eclipse across the country … no matter, the capital markets almost came to a screeching halt, at least in trading during the afternoon of the eclipse.

There truly are humans behind those trading machines still .. see our AI review here too for more insights.

Good bye Summer – Last day of Freedomend-of-summer-1-1235145

According to my just about fourth and seventh graders, freedom comes to a halt today, as next week starts the school year grind for them…

  • Early to bed
  • Early to rise
  • Standard schedules –
  • Homework
  • Friends and fun

Doesn’t sound all that bad … only 180 more days to go! Ouch … Oh well!

That is all next week … and today is a Friday heading into the last weekend of freedom … I Guess?? (haha) Enjoy!

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

 

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Memorial Day -School Out – Summer – Friday

Posted on May 27, 2016 by | Leave a comment

Next Monday is Memorial day and in Honor of those that serve (family and friends as well) we want to thank you for making all of this possible. Without you, this would not be possible. In memory of those that are no longer with us, we also thank you.

Our office will be closed in Honor!Memorial Day 2012

THANKS FOR YOUR SERVICE!

School Is Out

Seems like only a few days ago we were saying school is out (and posting this same picture) …well here we are again. The schedules get out of whack… later to sleep, later to rise…but a much welcomed break from School ! Schools Out

Feels like it will last forever when the first few days go by, family travels….summer fun … but then in a flash…time for a new …harder grade, and we are back!

Not having a Pool, this weekend marks a special day too…. Unofficial start of summer and Pool openings!

Friday

Today is a Friday, heading into a start of summer, end of school (for many) Memorial day weekend…not sure it could get any better !!!!!

We hope you have time to spend special moments with those in your life!

Have a great day!

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

 

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