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.
07/24/2026
Save the Date – 30th Annual Holiday Party – SUNDAY November 22nd Celebrations start at 1 pm!
J.K. Financial, Inc. 30th Annual Holiday Party - SUNDAY November 22nd Celebrations start at 1 pm!...
Join Us for the 30th Annual Holiday Party on Nov 22 Join us for our 30th Annual Holiday Party on Sunday, Nov 22nd at 1 PM! Celebrate with us at a special venue this year!
07/22/2026
From our buds at Visual Capitalist and the Voronoi app – AI jobs analysis
While we’ve spoke about this before, and no one knows for certain, this set of graphics is interesting and somewhat intuitive in some cases, but again no one knows for sure!...
From our buds at Visual Capitalist and the Voronoi app – AI jobs analysis While we’ve spoke about this before, and no one knows for certain, this set of graphics is interesting and somewhat intuitive in some cases, but again no one knows for sure! Screenshot Screenshot S…
07/20/2026
New Born, Trump Accounts are now live! What to do (nothing just yet) …
J.K. Financial, Inc. Trump Accounts, Section 530A Accounts (or 530A IRAs), Individual Retirement Accounts for Minors, Baby IRAs, Kids' IRAs, Boomerang Accounts, The $1k Seed Accounts, and Form 4547 Accounts...
Understanding New Trump Accounts: Jump Start for Kids' IRAs Discover the new Trump Accounts, designed for children born between 2025-2028, featuring a $1k government jump start. Learn more!
07/17/2026
New Born Accounts next week for sure! … Petro comments … Friday …
J.K. Financial, Inc. New Born Preview, Petro Comments...
Essential Insights on Market Trends for 2025-2028 Accounts 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...
Geopolitical Impacts on Oil Prices and Economic Indicators 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...
Transitioning from Great Moderation to Temperamental Era 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: End Daylight Savings Hassle 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...
Exploring New 529 Plan Options: Roth Conversions Explained 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...
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
07/03/2026
Happy Fourth of July Holiday Weekend …
J.K. Financial, Inc. Happy Fourth of July...
Happy Fourth of July Holiday Weekend … J.K. Financial, Inc. Happy Fourth of July