J.K. Financial, Inc.

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Dallas, TX
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.

07/17/2026

New Born Accounts next week for sure! … Petro comments … Friday …

J.K. Financial, Inc. New Born Preview, Petro Comments...

Get insights on the $1k jump start for newborn accounts and watch closely as we analyze the impact of oil prices on the economy!

07/15/2026

Q2 2026 Review – Geopolitics … Unwind the rewind … New Sheriff Walsh … Mid-Terms and 30th Annual Holiday Party …

J.K. Financial, Inc. Q2 2026 Review...

Explore the latest insights on geopolitics, oil prices, and their impact on interest rates and the economy. Stay informed with expert analysis.

07/13/2026

Drifting away from the Great Moderation Era of the last 30 years? (By-Liz Ann Sonders and Kevin Gordon) … Fast Everything and the need for careful Diversification

J.K. Financial, Inc. Drifting away from the Great Moderation Ear of the last 30 years? (By-Liz Ann Sonders and Kevin Gordon) ... Fast Everything and the need for careful Diversification...

Explore the shift from the Great Moderation Era to a more volatile Temperamental Era, and what it means for investors' future strategies.

07/10/2026

Sunshine Protection Act aka Day Light Savings … Invest America – New Accounts preview … Friday …

J.K. Financial, Inc. Sunshine Protection Act - Invest America Account Preview...

Support the Sunshine Protection Act for permanent daylight savings time and say goodbye to clock changes twice a year. Contact your Senator today!

07/08/2026

Update on 529 to Roth transfers, Last resort use … Very new rules, but possibilities …

J.K. Financial, Inc. 529 to Roth Transfer Update...

Explore new strategies for transforming your 529 plan into a Roth, including rules and potential updates. Stay informed with us!

07/06/2026

Ed Pinto on 21st Century ROAD to Housing Act … Housing market incentives … Pro Tip on Long term low rate Mortgages!

J.K. Financial, Inc. 21st Century Housing act - Long Term Low Rate Mortgages...

J.K. Financial, Inc. 21st Century Housing act – Long Term Low Rate Mortgages

07/03/2026

Happy Fourth of July Holiday Weekend …

J.K. Financial, Inc. Happy Fourth of July...

J.K. Financial, Inc. Happy Fourth of July

07/01/2026

June 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Try before you Buy … AI vs Dot.com … Kevin Warsh first dance … By John Kvale CFA, CFP

June 2026 Review by John Kvale...

https://street-cents.com/2026/07/01/june-2026-financial-planning-review/

This post is divided into three core segments. Financial Planning Tip: A guide to "Residence Preplanning" using a "Try before you Buy" strategy when relocating, evaluating neighborhoods, climate, local culture, aesthetics, density, healthcare infrastructure, and airport travel access. AI vs. Dot.Com...

06/29/2026

Summer 2026 J.K. Financial, Inc. Newsletter … Oil, CPI, Coming good Comparables … Tax Findings, Biggest Savings ever … Spoiled by Short Market Dips … AI Blackmails a person … Mandatory Roth 401k Reminder By John Kvale CFA, CFP

Winter 2026 J.K. Financial, Inc. Newsletter 2025 Tax Savings STILL Available ... Donation Roth ... AI - The Good the Bad the Ugly ... Jumping the Standard Deduction ....

Tune in to our Summer 2026 Podcast Review for exclusive insights on the latest newsletter, economic updates, and financial tips!

06/26/2026

Getting ready for two Videos, Newsletter and June review, Wow it is really going fast!

Some time back, we purposely adjusted the Newsletter schedule in order to get off the regular Quarterly treadmill and have more of a News, Tax, Events, and as needed longer form, longer term delivery....

Some time back, we purposely adjusted the Newsletter schedule in order to get off the regular Quarterly treadmill and have more of a News, Tax, Events, and as needed longer form, longer term delive…

Address

8222 Douglas Avenue Suite 590
Dallas, TX
75225

Website

http://www.jkfinancialinc.com/

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