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.
06/24/2026
Most Expensive and Least Expensive Electricity Cost by Country … Visual Capitalist …
J.K. Financial, Inc. Electricity Cost Across Countries...
Most Expensive and Least Expensive Electricity Cost Most Expensive and Least Expensive Electricity Cost by Country
06/22/2026
Kevin Warsh new Fed Chair first dance! Changes are coming …
Kevin Warsh New FOMC Chair...
Kevin Warsh's FOMC Debut: Redefining Fed Policy in 2023 Explore Kevin Warsh's first FOMC meeting as Chair, his vision for lowering the Fed balanced sheet, and its impact on capital markets.
06/17/2026
Try it before you buy it !! New Residence discussion, tips and key items
J.K. Financial, Inc. Try before you buy that next residence...
Try Before You Buy: Smart Renting Strategies for Relocation Explore how renting before buying can help you acclimate to a new area. Discover key tips for making informed home decisions!
06/15/2026
Tax Rates over the years … Paying a little along the way … Thoughts and strategies …
J.K. Financial, Inc. Tax Rates and Long term thinking about taxes...
Maximizing Tax Efficiency: Insights for Summer 2026 Explore key insights and pro-tips for the 2025 Tax season in our Summer 2026 Newsletter, including historical tax rate analysis and planning strategies.
06/12/2026
Things Learned this Week Flying Solo … Holiday Shortened week next week …. On the Road but still tethered next week … Friday
J.K. Financial, Inc....
Navigating Solo Duties and Celebrating Juneteenth 2026 Discover insights on managing duties, the impact of Juneteenth as a federal holiday, and upcoming travels in the financial world.
06/10/2026
Sneaky ES Payment Reminder for Q2 … Consumer Price Index CPI …
J.K. Financial, Inc. ES Payment Reminder...
Don't Miss Your Q2 Estimated Tax Payment Deadline: June 15 Don't miss the Q2 Estimated Tax Deadline on June 15th! Get ready and ensure your electronic payment is made safely through the IRS.
06/08/2026
Have we been spoiled with quick Capital Market reversals ?
J.K. Financial, Inc....
Concern Rising in Capital Markets: A Call for Awareness Discover the unusual lack of concern in Capital Markets and why it's crucial to stay vigilant for a potential quick reversal this summer.
05/15/2026
Form 5498 – The late arriving, puzzling, tax form … A personal flight story, Pair of 3s! … Friday before Senior Graduation Week for many, including our last bird to leave the nest …
J.K. Financial, Inc....
Understanding Form 5498: Your Guide to IRA Contributions Navigate the complexities of Form 5498 and ensure your tax accuracy with essential tips and key insights for your financial planning.
05/13/2026
CPI – Consumer Price Index did not disappoint in its Hotness ! The flow through!
J.K. Financial, Inc. CPI...
CPI Surges to 3.80%: Understanding the Inflation Impact Discover the latest CPI insights as inflation rates rise to 3.8%. Explore energy's impact and what it means for the economy.
05/11/2026
Oil prices and Oil Reserves around the world …
J.K. Financial, Inc. Oil Reserves...
Current Oil Prices and Global Stockpile Insights Explore the latest insights on oil prices and global stockpiles, featuring key data on China's vast reserves.