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.
09/04/2026
Revisiting the 4% Rule … A theory that 4% draws are ok … In light of recent new publications!
J.K. Financial, Inc. 4% Theory/Rule revisited Our Manifesto...
Understanding the 4% Rule: Myths and Modern Insights Explore the evolving 4% rule in retirement planning, discussing draw rates, portfolio safety, and market changes affecting your financial future.
08/31/2026
August 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Annual Party Reminder/Invite … Cash Purchase Reminders … Social Security Reminder to review … FIMA/Bessent/Warsh … By John Kvale CFA, CFP
August 2026 Review by John Kvale...
August 2026 Financial Update: Holiday Party & Planning Tips Join us for our August 2026 Financial Planning update, packed with tips, insights, and details about our upcoming Holiday Party!
08/28/2026
Warsh on deck at Jackson Hole … Old term making a come back … Friday
J.K. Financial, Inc. Warsh on deck at Jackson Hole Old term making a come back...
Kevin Warsh Speaks on Interest Rates at Jackson Hole 2026 Kevin Warsh speaks at Jackson Hole retreat, exploring interest rates and the impact of Bond Vigilantes on future fiscal policies.
08/26/2026
One of the most important yet forgotten items when paying cash for a new home!
Homeowners and Title Insurance importance when purchasing a new home...
Key Considerations When Paying Cash for Your Home Purchase Buying a home for cash? Don't forget homeowners insurance and clear title to protect your investment from unforeseen risks!
08/24/2026
FIMA – Foreign and International Monetary Authorities and its recent use … Part 2
J.K. Financial, Inc. Bessent FIMA use Part 2...
US Interest Rates: Understanding the Impact on the Yen Explore the latest shifts in US interest rates and the impact on the value of the Yen. Discover Bessent's strategy for a stable economy.
08/21/2026
Operation “Baby” Twist … IRS sending notices all of the sudden! … More FIMA soon … Friday
J.K. Financial, Inc. Baby Twist - IRS notices...
Understanding the Baby Twist: Treasury's Latest Move Explained Explore the 'Baby Twist' announcement impacting Treasury swap durations and its potential to lower long-term interest rates. Learn more now!
08/19/2026
Podcast Celebrities from Visual Capitalist … Stunning Revenues!
J.K. Financial, Inc....
Top-Earning Podcasters of 2026: Surprising Revenue Insights Discover the surprising earnings of top podcasters in 2026. Find out how Joe Rogan and others make millions without ads!
08/17/2026
FIMA – Foreign and International Monetary Authorities and its recent use … Bessent Props the Japanese Yen … Part 1 ….
J.K. Financial, Inc. FIMA Bessent JPY Intervention...
FIMA – Foreign and International Monetary Authorities and its recent use … Bessent Props the Japanese Yen … Part 1 …. J.K. Financial, Inc. FIMA Bessent JPY Intervention
08/14/2026
Back to School … Preview FIMA use, 4% Rule, Emergency fund … Friday …
J.K. Financial, Inc. Preview FIMA, 4% Rule, Emergency Fund...
Facing Back to School: Transitioning from Summer to Fall As school begins, discover the feelings surrounding back-to-school time and the transition into fall. Embrace the season with us!
08/12/2026
The Market Structure has continued to changed … Why we need to understand!
J.K. Financial, Inc. Market Structure Update - Faster and Faster...
Exploring Recent Changes in Capital Markets: A 2026 Update Discover how recent changes in capital markets reflect evolution in technology and finance, emphasizing speed, risk, and diversification.