Tag Archives: Video

1 Minute Video, How to get into Your New Total Vault … First in a Series …

You are on the run …

Time is short, as is the day …

Heck, we often times pass up useful videos do to length …

Bet you can spare 1 minute!

New TOTAL Vault Video Series …

How to get into your New TOTAL Vault

 

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

 

 

Happy Fed = Happy Markets — Next week two funny posts including our most popular Video EVER

As we mentioned in our Newsletter and our Quarterly Report cover page :

…”Yellen painted a gloomy picture of the domestic and global economies. Global markets, in a seasonally weak period, acted gloomy, dropping double digits as a whole for the quarter….”

While we don’t like to brag BUT …. Yellen and company (Federal Open Market Committee) have been saying recently the economy is now going along good enough to raise rates — go figure — HAPPY MARKETS !!Happy

Speaking of Happy – Next week we have a hilarious post on Monday and then …… your Wednesday post will be a repeat of our most popular – all original – one take video, that of course has had more views than any other!

Hope you can hold your breath that long — haha !

See all who are able at the Party on Sunday – If your schedule just opened, let us know, we will fit you in!

Have a Great Weekend!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

30 Minute Educational Economic Review – Paris

Ray Dalio,  renowned investor, recently produced and narrated an excellent 30 minute economic review video and research paper (300 pages) to go along with it.
Being a bit skeptical at first, after watching the video, I found it worth every second of the 30 minutes spent doing it. My 8 and 10 year old even found interest — well so they told me!

Go ahead take a quick look, it’s really good!

How the economic machine works


 

Here’s the link to the paper

Yeah yeah nerd, I read through all 300 pages

Paris

Twitter is one of my favorite resources due to the fast data and succinct information. Unfortunately on Friday mid afternoon, I was very surprised at how fast the terrible tragedy in Paris news spread. Maybe too fast.

Best wishes, prayers, and condolences, to the family members.

Have a Good Thankful Day!

John Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225


Q2 2015 Newsletter Complete … Review and Video too!

The Q2 2015 Newsletter is complete and posted here and here with a short video explaining our main thoughts:Q 2 2015 Newsletter

  1. Younger generation financial planning and a special offer from us !
  2. Feels like 1998 or 1999 again … lots of charts
  3. Three LAST MINUTE tax ideas for 2014
  4. Commodities .. Black and Shiny Gold review along with our thoughts

Q 2 2015 Newsletter You Tube Picture

 

 

Watch for it in your mailbox, we hope you enjoy!

Today is a Friday, heading into a Master Golf Weekend … signaling spring is officially on the way!!

Enjoy your day and weekend !

John A. Kvale CFA, CFP

http://www.jkfinancailinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

Newsletter Complete … 2 Minute Review Video … Friday Chilly

The Q1 2015 Newsletter is complete and posted here and here with a short 2 minute video explaining our main thoughts.15Q1Slider

  1. Markets
  2. Taxes
  3. Social Security and Medicare

Q 1 2015 Newsletter Video SliderWhile a dozen pages in length, the above 3 key items are the theme of this Newsletter.

Watch for it in your mailbox, we hope you enjoy!

Today is a Friday, heading into a weekend that is (or may have already) begun to get chilly and wet. Enjoy … Couch, Popcorn, Movie ?

John A. Kvale CFA, CFP

http://www.jkfinancailinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

August Financial Planning Tip, Economic and Capital Market Review (Video)

August has come and gone. Say goodbye to the warm weather in most parts, hello to fall, and …. are you ready for some FOOTBALL. (Glass can always be half full!)

Newbies to our writings, we do this monthly and even include a video for an extra personal touch. Each month we strive to bring you a neat Financial Planning tip that may help you save or earn, this months is once again directly from the trenches. …  So let’s get started.

VIDEO

Direct Link to YouTube August 2014 Video

Vimeo August 2014 Direct Link

Financial Planning Tip of the Month:

Get rid of that PMI Insurance

Now that housing prices have come back, if you happen to have PMI insurance, there is a way to rid yourself of this expense.

Once your loan to value is better than 80%, try the following:

  • Call your mortgage company and ask them how to remove your PMI insurance premium
  • They will most likely ask you for an appraisal of some type (do not order this appraisal directly, your lender will most likely do this for you)
  • Complete the appraisal and the necessary forms from your mortgage
  • Return the documents to your mortgage company and tadaa .. you will have a lower payment without the afore mentioned PMI insurance premium

That’s it … with many more fun planning tips to come ..thanks to those in the trenches with great questions !

OH NO … Interest Rate Talk AGAIN … Yep ! Sorry

This eloquently said from Bloomberg View, by Mohamed A. El-Erian, Allianz SE Economic Advisor:

Bond investors tend to be more risk averse than equity investors, and thus reposition earlier in response to a higher probability of a market selloff. This is in part because they are more focused on the macroeconomic picture, and in part because bonds have a different risk-reward profile: They ultimately pay only their face value, whereas stocks can keep going up.….

In English … Lower bond yields warrant special attention … We have LOWER yields. We plan on digging deeper into this next month, but for now .. Attention is very warranted.

10 Year Treasury 8-29-14

 

Special Goodbye to Robin Williams

Robin Williams

Depression hits most at least once in their life. If you know someone who may be on the edge, take the cue from one of the funniest person’s ever and get them help. Mr. Williams you will be missed nano nano !

 That’s the August 2014 Review,

Thanks for reading/Listening/Watching 

Have a Great Day!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

May 2014 Financial Planning Tip and Economic and Capital Market Update (Video)

Here is your May 2014 video review. The year continues to fly as next month marks the half way point. For those new to our work, this is our monthly review of economic and financial events highlighted by a monthly financial planning tip and a video to liven it up a bit….. Here we go !

VIDEO

You Tube Link

Vimeo Link

Plan that Vacation in Advance

With the return of a growing economy, this years vacation expectations are one of the best on record. Airlines, hotels, and all of the travel industry have taken note and are ready. Past the great recession, lesser availability of all resources has driven costs much higher, especially for those waiting until the last-minute.

Planning as far in advance as possible and making use of our favorite sites may help cushion the blow/expense:

  • Homeaway.com
  • Kayak.com
  • Travelocity.com
  • Compare all airlines, recently even Virgin a premium carrier was caught running low cost fairs

No one says a vacation has to be expensive to be fun!

The Elephant in the room … Interest Rates Of Course

10 Year 5-30-14

It is said on Wall Street fixed income (bonds) are always smarter than equity investors (stocks). Much of this stems from fixed income investors only worry about the return in the income, not much else.

I will leave you with this interesting chart from JPMorgan (Possible recession signal) …. Part of the reason we are watching so close.

JPMorgan Recession rates slide

 

Have a Great Day!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225