Tag Archives: Upgrade

Summer Office Technology Improvements … Friday

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.



Surplus = US Upgrade…NICE!

Sequestration, lower government spending, higher taxes…all things we discuss frequently, mostly from the fear factor of a slower economy, however there is a very bright spot.

Moody’s Upgrades the US

Recently, Moody’s increased it’s rating of the United States to stable from negative. While the headlines glowed and the commentators squawked when the downgrade occurred two years ago, hardly a peep was mentioned on the more positive outlook.Upgrade

S&P also increased their opinion, however they have YET to raise their official rating that was decreased in 2011.

Surplus is the reason

According to the Congressional Budget Office,  the deficit is falling and there was recently even a surplus (annual month over month comparison), due to the afore-mentioned items that we worry about at times as they are again a headwind to the economy.

Why So Positive?

A good credit rating is positive for interest rates long-term (keeps them lower), helps keep confidence from our overseas trading partners, and also shows we are heading in the correct direction. Longer term, Moody’s did note, pressure from baby boomers will increase costs in the future. Just another step for steppers!

Have a Great Monday!

John Kvale

8222 Douglas Ave # 590
Dallas, TX 75225