Tag Archives: Thanksgiving

How Many and Why Immigrants come to the USA … Complimentary to the USA … From Visual Capitalists …

While I have never experienced outdoor bathrooms, my father sure has…. So when something in not correct in that warm or cool, comfy bathroom a little reflective perspective …

Immigrants Coming to the USA – WOW

Work School Family…. An astounding 98% of Immigrants come to the USA for one of these reasons…

Pretty strong and valuable reasons….. This from our buds at Visual Capitalists ….

On a Thanksgiving week….

Hopefully That Bathroom may be pretty comfy

Have a Great “Thankful Thanksgiving Week” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



Last Friday Before Thanksgiving … 27th Annual Party Reminder … Black Friday Thoughts … Office Hours, Today, Next Week, Electronically Tethered…

Today is a Friday, and WOW at times like this, time really shows how fast it is going… at least on our side of the perch….

Tomorrow is our 27th Annual Party… we hope to see everyone there, thanks in advance to the great crowd we are expecting!

Black Friday – Stay Sharp

One week from today is the famous Black Friday, a name formed in the days of certain retailers turning a profit (From Red to Black) … A cautionary note, many times prices are inflated only to be lowered on Black Friday…. just a heads up!

Office Hours – Family Travels – School Holidays

Just a few years ago, we wished for the week off for Thanksgiving for the kiddos… and still do, but there is an element of “Oh… What do we do!” All good…. and thankful for the much needed family time… As such we will be mostly out of the office next week, but tethered electronically, and some out of town travels… all good !

Have a Great” Friday before the 27th Party and Thanksgiving Week” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



Out of the Office this Week – DMA – Dallas Museum of Art Pictures – Can Happy Thanksgiving make ONE LAST appearance?

Office Hours – Out this week – Tethered for Emergencies

With all of our Families getting the full week off for Thanksgiving…. the decision was made to let everyone take some much needed R&R this week….

Yours truly is out of town and out of the state, but will be holding the fort down with electronics for any Emergencies that may occur…

DMA Post Party Fun – Pictures

The now 15 year old, Pierce, has a great eye for photography…. but a shy personality for taking picture of “Strangers” to him…. everyone at the party were like family of course, but not to him!

The pictures of anyone Pierce did not know, were …. well rough… but those that he did know came out great….and the DMA art, statues and other … we will let you make your own decision…

For the record privacy laws keep us from posting any pictures of non employee’s so you are all protected anyway… all is fair game for J.K. Financial, Inc. employees…

Oh…one last thing before we show you the pictures… with so many new followers, we plan on showing our most popular Video Ever … a non-edited frustrated, but humorous video from many years back…. We promise… last time!

And now the best Pics of the DMA

Happy Early Thanksgiving- Gobble Gobble !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



BREAK IN – Financial Processing Bottlenecks Continue to be Delayed, DO NOT PROCRASTINATE … Party Tomorrow … Crooks are Still Out, Credit Card Fraud X 2 … Friday Before Thanksgiving Week … Office Hours Next Week, Technology Tethered Mostly

BREAK IN – Financial Processing Bottlenecks Continue

We mentioned earlier, but want to reiterate that we are seeing slowing of processing especially manual (think human touch processes) as we near the end of the year.

DO NOT PROCRASTINATE any unique financial transaction as there is likely a slow player somewhere in the Financial Food chain! Curve balls happen, but really try to anticipate any unusual Financial movements you may have from here to years end… it will make for a much less stressful ride to the finish line!

Party, it’s a Party Party – Tomorrow DAC 3-5 pm

We look forward to seeing all of you at the party tomorrow at DAC from 3-5 PM…

We lucked out on the weather and as such will have an indoor and outdoor area to meet and greet… Moving closer to Norm once again! YAY

Crooks are NOT on Holiday

As mentioned here, the travel schedule has happily fired back up, for the record in a very quick time…

With a two day turnaround trip to another state about two weeks ago, the large Fraudulent charge was not a surprise and caught immediately….

The second immediate charge of slightly different amount but to the same company slipped through the cracks as a slow processing of the original charge…. Well done there Mr. Crook…. but no harm done…

Needless to say, the Crooks are out in full force…. Oh… and for the record a new Travel Only Card is in the works for just this type of defense …

Friday Before Thanksgiving Week – Office Hours

Ahhhh…. Today is a Friday heading into a Thanksgiving Day Week…

With the kids off the ENTIRE week for the first time ever, we will be loosely covering the office in alternating shifts, thanks to tethered technology… (None of us are 100% on where we will actually be, thanks again Mr. Technology!)

Expect MAYBE one last posting of the most popular video EVER, Blooper’s Happy Thanksgiving!

Have a GREAT Friday, enjoy your day, weekend, and restful Holiday Week 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.



Reminder… No mandatory RMD’s- (Required Minimum Distributions) this year … Finally, Our Most Popular Video EVER, that also is a Family Blooper – HAPPY THANKSGIVING!

After fielding several calls in the last week or so about Required Minimum Distributions (RMD’s) We wanted to remind everyone that due to our current situation all required minimum distributions have been waived for this year.

That does not mean that you cannot take funds out if you have a need or a want. This also does not cause us to have a double distribution next year, pretty much the best of both worlds, elective distribution if desired not mandatory if not wanted!


The most popular video ever was one that was literally almost a comedic uncut repeat attempt when the kids were much younger

Here is what they look like today…

Here is what they look like then, with your authors best attempts of trying to do a serious video – What eventually happened is an upload of all of the attempts much like you would see at the end of a movie or blooper!

Hope you enjoy likely the last year that we will show this, but we’ve said that for the last two or three years just too much fun especially given my seriousness and their lack of seriousness!


John A. Kvale CFA, CFP

Thanksgiving Thanks – HAPPY THANKSGIVING !!

Confession time….

Over the last years, especially the most recent …

Thanksgiving has taken on a very special meaning.

Maybe it is because it is just a Thanks time …

Maybe because the age notches in the  belt are gaining population…

Maybe seeing the kiddos closer to exiting the house and independence… down to one hand on the oldest…

Happy Thanksgiving!

Maybe the last year of our most popular video … MAYBE ….

It’s a bit dated…but never repeated…. too original


Have a Happy Thanksgiving Day!

John A. Kvale CFA, CFP

Thank You Party Goers …. Office Hours … Our most popular video post ever coming this Wednesday!

We did the no rain dance…. but forgot to do our no Wind dance… go figure…

Who would of thought a cold front would blow through with steady 25+ mph winds that gusted even higher. Yes those were whitecaps on the lake adjoining our venue.

Just like we pivot in life, investing and many other areas … a quick move from outside the huge backyard to the inside made for a great venue. It was an easy decision as upon entrance we saw the caterers literally chasing down a wind blown bounding high-top, not to mention the front door would not open due to the wind gusting through the entrance to the back yard which we hoped to keep open — digressing!

We knew the house could hold us all, but had no idea how hard it would be to visit with everyone as we all scattered among the various rooms.  Sorry if we did not get to chat very long.

Thanks to all for your time and drive to our venue, especially those that came from far, some VERY far and driving overnight to get there !

Thanks SO MUCH!

Office Hours

We will be closing early Wednesday and will not be in the office on Friday of this Thanksgiving week!

Of course we always peek at our electronic tethers – Someone could have an emergency and we are glad to be there!

Most Popular Video – EVER

Of all the videos we do, one has risen to the top as our most popular ever, SO FAR !

We will air the video again this Wednesday …. It’s uncut, un-scripted, and un-forgiving to the producer !

Enjoy …. Happy Thanksgiving (a little early).

John A. Kvale CFA, CFP

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

Our Most Popular Video Ever – Happy Thanksgiving – Giving Thanks

Sometimes the best efforts turn out bad, and sometimes they just turn out darn funny. A few Thanksgivings ago, the latter occurred.

For a guaranteed chuckle …2 minutes of fun….the 1.45 minute mark is where patience is lost….



Giving Thanks

As mentioned in our Monday post, I have a special reason to be thankful. Last year an injury in my neck made the Holiday season less than spectacular.  Not only was the conference mentioned, tough to make for the day, the 20th Annual Holiday Party, just a few days later – same as last year, ended with extreme pain in my arm from just shaking hands. With major surgery an option, a full recovery without, is more reason for Thanks!

This year, a special Thanks, and with a vivid memory of last…. Thanks for just being 100% Healthy and Happy! (Sometimes it is easy to forget how just feeling normal is good!)

Happy Thanksgiving and start to the Holidays !



J.K. Financial, Inc.

John, Cathy and Donald

Happy Thanksgiving, (Family Video) AND Bloopers Video (Funny)

Happy Thanksgiving !!!

After several takes, my great idea of a neat family video was complete, however it is highly likely you may like the blooper video more.

Final product (29 seconds), and if you want a real laugh (REALLY, IT’S FUNNY) … and how I live, watch the funny blooper (90 seconds) …. yaa yaa I even get bunny ears, multiple times !!

My bet is the blooper gets MANY more views !

Click anywhere for a direct link to the vide0.

Thanksgiving Video Kvale Thanksgiving

Thanksgiving Blooper Video

Kvale Blooper

Have a Great Thanksgiving !

John A. Kvale CFA, CFP

PS While editing this post (in a far too public place) … much ribbing …all good … Love those kiddos !!

8222 Douglas Ave # 590
Dallas, TX 75225

Happy Hanukkah & Thanksgiving … Unique Short Season = Shoppers Delight … RSVP Reminder

The year 2013 will go down in the history books as having many unique characteristics, much of which we will discuss in coming weeks, as the Holiday Season arrives, the uniqueness shines.

Happy Hanukkah and Thanksgiving

Tomorrow garners a unique challenge for some as the calendar welcomes both very special days at once. It appears the next possible crossover could occur in 2070 or 2165, so enjoy the unique holiday. Happy Thanksgiving and Happy Hanukkah!

One Less Week of Holidays = shoppers delight

This year sports an unusually short holiday season as the calendar has also shortened the retailer holiday shopping season by almost a week. Given we are nerds, and constantly follow retailers reports during this time for economic and capital market data points. We are happy to announce while our season will be shorter, prices have been marked down ALREADY and look to continue throughout the season! Most retailers are having to drop prices to push sales, slightly challenging to us as investors ….Great News As Shoppers!


Enjoy your time and give thanks!

John Kvale CFA, CFP

PS Do not forget to RSVP for the Holiday Party:   cathy@jkfinancialinc.com


8222 Douglas Ave # 590
Dallas, TX 75225