J.K. Financial, Inc.

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J.K. Financial, Inc.

J.K. Financial, Inc. Fee Only Investment Management and Private Wealth Financial Planning Firm Dedication, discipline, teamwork, honesty, and integrity form the core values of J.K.

A Fee Only Total Wealth Management Firm

Founded nearly three decades ago by John Kvale, a small-town farm boy, who moved to the city, but continued the close personal values learned through hard work. Financial, Inc.

10/28/2021

Our very own Donald Capone discussed his views about the enhancements made to iRebal. As an early adopter he had the ability to see the updates first hand before launch and help create additional updates to help the software perform even better.

Long-time users praised the new dashboard, simplified navigation and ease-of-use saying the reboot will appeal to new advisors.

01/25/2021

This neat chart here from our friends at Visual Capitalist shows interesting facts of a family favorite Airbnb.. The third chart is most interesting to us.... the huge number of listed rooms, which is not surprising upon further thought of the business model... individuals homes or second homes. Have a Great "Airbnb Reviewed" Day! 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

http://street-cents.com/2021/01/25/airbnb/

Airbnb Review from Visual Capitalist

01/22/2021

Very late in 2019, which sometimes seems like an eternity ago, and with the waiving of mandatory distributions in 2020, due to several comments and questions this week we wanted to briefly remind folks. RMD - Required Minimum Distributions Commence at age 72 Now! This week we had several occasions to discuss and remind that as of December 2019 due to the…...

http://street-cents.com/2021/01/22/rmd-reminder-stimulus-payment/

RMD Now 72, Stimulus Comes Via Banking from Your 2019 Form 1040

01/20/2021

This time of the year garners, new years resolutions, new goals, and all kinds of wonderful ideas for improvement in ourselves .... Our Secret for Goals - KISS Over the years, we have used huge, almost unlimited goals (you can insert New Year’s Resolutions here if you want) worksheets, templates, questionnaires and the like... only to be disappointed in short order, because they were so overwhelming, we couldn’t possibly meet the challenge.......

http://street-cents.com/2021/01/20/goals-template/

Our Simple Secret for Setting Goals

01/15/2021

Where's My Stimulus Check Link - BREAK IN- Possible Third Stimulus Information .... Friday, Reminder Monday Financial Institutions Closed

http://street-cents.com/2021/01/15/stimulus-check-link/

Where’s My Check Link, MLK Reminder!

01/13/2021

Back in the fall last year, here we commented on a terrific Robert Kaplan Townhall. Good news, this time we were able to listen to this Townhall which occurred Monday January 11, 2021 without accidentally becoming a participant! Robert Kaplan is the Dallas Federal Reserve President and is a voting member of the FOMC (Federal Open Market Committee) in 2020 - has a lot of eyes on him, especially during FOMC statements ......

http://street-cents.com/2021/01/13/kaplan-townhall/

Robert Kaplan, Dallas Federal Reserve President Predicts slowing FED stimulus later this year – 2021

01/11/2021

It’s hard to believe the final quarter of the year included an Election, multiple vaccines, the commencement of vaccine shots and near the end of the quarter, a second stimulus package for the year 2020. Wow! Three Major Acts in a Little Over Twelve Months If we look back just a little over twelve months, three major bills, The Secure Act, passed in late 2019, but left in the shadows by lasty years events....

http://street-cents.com/2021/01/11/q-4-2020-review/

Q 4 2020 Review – Cover Letter

01/08/2021

“The Check is in the Mail!” Remember that good ole saying? Well, today we are finding it is just not true …. They are getting lost. Maybe this is some type of continuation of the extreme slowness in money we saw back in December that we mentioned here. We are getting multiple contacts from all different parts of the country and the tax system, that payments to the IRS via good old fashion check are not getting there, and in some cases are 2 to 3 months delayed....

http://street-cents.com/2021/01/08/check/

No more mailed checks

01/06/2021

As mentioned last week here in this announcement post, in brevity form, due to the Holidays near the end of the year, an additional stimulus act, was actually signed into law on a weekend (Sunday December 27th, 2020 to be exact) This new stimulus bill called “The Appropriations Act of 2021” is a massive over 5000 page document, that touches many parts of the economy but most importantly for us ......

http://street-cents.com/2021/01/06/ppp-part-ii/

PPP II – New Provisions Update

01/04/2021

Hello and Welcome to our December 2020 (yes the final review of 2020!) Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies – We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets and current events!...

http://street-cents.com/2021/01/04/december-2020-review/

01/01/2021

Happy New Year ! Hello 2021 ! These observations, collected throughout the year ... were intended for Wednesday of this week, but with the new Stimulus Bill being approved, and action items associated with it, that post took precedent and these were moved to today.... making for a heavier post than intended. We wanted to get them to you before we get too far from last year....

http://street-cents.com/2021/01/01/random-observations/

Happy New Year, Observations from 2020

12/30/2020

Being off, and promising a lighter than normal posting during the holidays was interrupted by the signing of Part II of the Cares Act Sunday, December 27, 2020 …. AKA Appropriations Act of 2021 (all 5593 pages here!) Given the time of year we will keep this high-level and will expand in great detail shortly, but wanted to give you a couple important bullet points that may be very refreshing, and one call to action should you have not used PPP Part I but want either PPP Part I or II (Your window for both may be closing fast!)...

http://street-cents.com/2020/12/30/ppp-ii/

PPP II, AKA Appropriations Act of 2021 and Stimulus Check Update

12/28/2020

During the down time of the Holiday Season we begin our annual “Cleaning” of the Inbox... The key is persistency, as many emails are not easily cancelled... frequently it takes more than one and up to five tries... Give it a try, you will be very surprised at how fast you can knock those pesky (especially the daily ones) emails down!...

http://street-cents.com/2020/12/28/annual-unsubscribe/

“Unsubscribe” to clean your In box

12/25/2020

Happy Holidays and Merry Christmas The Gang Pierce and Sophia 2020 Throwback just 5 years - Goes Fast - Enjoy! Happy Holidays, Seasons Greetings, Be Well, Be Safe! John Kvale

http://street-cents.com/2020/12/25/happy-holidays-4/

Happy Holidays, Merry Christmas, Seasons Greetings, Kvales Current and 2015

12/23/2020

Welcome to our Video and Audio Podcast Review of our Q1 2021 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter. In this start to a new year, we update the pictures on the Video and also the entry and exit music....

http://street-cents.com/2020/12/23/q1-2021-newsletter/

Q 1 2021 J.K. Financial, Inc. Newsletter

12/21/2020

Over the next two weeks, with staggered schedules, our office, which our building manager is still continuing to ask us not to have guests, will be open sporadically. We will collectively be working remotely or out of the office on various family holiday getaways. Donald “The Brain” is happily in a warmer climate near water, loosely connected to the office for some much needed and much earned R&R this week after a full spring, summer, and fall, of lock downs....

http://street-cents.com/2020/12/21/holiday-schedules/

Holiday Schedule, Gentleman’s Agreement During the Holiday’s, Newsletter Preview, Slow Money Reminder

12/18/2020

As mentioned on Wednesday's Slow Moe Money Post, this was actually scheduled for the Hump Day, but was ousted due to our continued snail findings of overwhelmed financial institutions across every aspect of the financial world. With that in mind, this is a bit of a heavier Friday, but all of these missed the Newsletter due, once again, to your great experiences and questions!...

http://street-cents.com/2020/12/18/tsa-indeed-kastle/

TSA, Indeed, Kastle data Updates

12/16/2020

While there is usually a rush near the end of the year, one in which we try and stay well ahead of by starting things early on in the month and even late November. We wanted to warn everyone that all of our financial contacts in almost every corner of the financial world are for some reason very very backlogged....

http://street-cents.com/2020/12/16/movement-of-money/

Money is moving SLOWLY – Don’t Procrastinate Movement Decisions

12/14/2020

While Elon Musk can certainly be a controversial figure… especially with his Cell phone and Twitter App Opened… he has a way of making successful endeavors. Not withstanding the above, we find Musk an innovator and certainly not afraid of what critics may say. Here and here and even here in our Newsletter earlier this year we spoke of Musk. With Musk's announcement of moving to Austin Texas, we likely will be seeing and hearing more from him....

http://street-cents.com/2020/12/14/elon-musk-shakers-shorts/

Elon Musk Shakes Up the Short Sellers

12/11/2020

In trying to get educated on the possible tax changes that MAY occur, we stumbled across one idea that we felt worth sharing. Please do not take this as a forecast for what tax changes MAY occur, no one knows, but in this tax seminar the speaker brought up an interesting strategy, that if in the correct circumstance, may be worth a try....

http://street-cents.com/2020/12/11/property-tax/

Possible Tax Strategy for Property Taxes IF you do not Itemize

12/09/2020

We actually had planned on putting this in the Q1 2021 Newsletter, but you guys gave us so many great topics, this hit the cutting room floor. This is an important enough reminder that we wanted to go ahead and send it to you! By no means are we predicting this will occur again, and we picked a graphic example for sizzle....

http://street-cents.com/2020/12/09/price-is-important/

Extreme Example of Overvalued Price and Outcome

12/07/2020

With 2019 Taxes delayed filing to mid year this year 2020, it seems like tax season was a constant over the last 4-6 quarters. Add to that, there was a COLA (Cost of Living Adjustment) from 2019 to 2020 but not very many changes from this year, 2020 and next tax year 2021 and it seems like a puzzle. Not to worry, here are the few changes from 2020 to 2021, again the most popular (bolded) by a long shot had very little adjustments…...

http://street-cents.com/2020/12/07/2021-retirement-limits/

COLA Retirement Contribution Adjustments, Not Many Changes

12/04/2020

Outside of the normal weekly excitement we’re happy to announce that a much more appreciated laptop has a new keyboard and is working like a champ. It’s only 18 months old we hope that this is not a lemon ... but have a whole new appreciation for just how many times you have to capitalize, and how hard it is to get to the symbols without a caps....

http://street-cents.com/2020/12/04/keyboard-braces-newsletter/

Keyboard Fixed, Braces On, Newsletter Begins

12/02/2020

With Black Friday and Cyber Monday... just on our rear view mirrors.... the following neat chart from our friends at Visual Capitalist made its way to the inbox.... AND the shift key continues to cause problems. For those that missed the November Video, the laptop shift key works inconsistently which causes major problems with strong passwords and you really never know how many thing need capitalized until you lose the shift key...haha…...

http://street-cents.com/2020/12/02/timely-graph/

E Commerce and the Future of Spending Habits

11/30/2020

Hello and Welcome to our November 2020 Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies – We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets and current events!...

http://street-cents.com/2020/11/30/november-2020-podcast-video/

October 2020 Financial Planning and Capital Market Review with Video Podcast

11/25/2020

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!...

http://street-cents.com/2020/11/25/no-rmd-happy-thanksgiving/

11/23/2020

Last year we had the 24th Annual J.K. Financial, Inc. Holiday Party at a place that we had always desired to go but the newness and the cost of that newness had prevented us. Finally an early date allowed us the ability to have the Annual Holiday Party at the much desired Perot Museum. Little did we know that we would not be having a party this year making last year‘s memory all the more special....

http://street-cents.com/2020/11/23/no-party/

Next Year’s Holiday Party Dallas Athletic Club, No Party this Year

11/18/2020

Early on during the onset of the virus, Peter Diamandis which we wrote about here, and here, confidently said not only would there be a vaccine but there would be multiple vaccines. One thing Diamandis missed on his estimate would be a 50% to 75% cure rate but a cocktail of vaccines combination in order to get the cure rate much higher....

http://street-cents.com/2020/11/18/moderna/

Moderna Vaccine Announcement

11/16/2020

We are not sure if these have been around for some time, have been created for the current situation, or are just finding our eyes…. But we like them… First it was the TSA Throughput numbers, which we find extremely interesting in following and tracking air passenger travel, here is our latest post. Then we stumbled upon the Kastle, back to office working tracker, …...

http://street-cents.com/2020/11/16/indeed/

Indeed Jobs Index Review

11/13/2020

After fielding a few curious questions on the market’s reaction to the vaccine news of Monday, we thought we would briefly give you our view of the possibilities. As we had mentioned a few times here and here Capital Markets were likely a bit over their skis. Smartly and good in our minds after an incredibly positive reaction to the…...

http://street-cents.com/2020/11/13/vaccine-reaction/

Possible Calmer Heads After Too Exuberant Vaccine Reaction

Address

8222 Douglas Avenue Suite 590
Dallas, TX
75225

Website

http://www.jkfinancialinc.com/

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