John Kvale

CFA, CFP
Retirement, Investing, Lifestage Based Planning
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Articles
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“As a comprehensive wealth advisor taking care of all aspects of his clients’ lives, John digs deep into each of his clients' situations. With almost three decades of experience and a constant desire to learn more about every relationship, John finds his work enlightening, fulfilling, dramatic, and fun. ”
Firm:

J.K. Financial, Inc

Job Title:

Financial Planner, Founder

Biography:

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc., and with 22 years of industry experience, is currently the president of J.K.Financial, a fee only financial planning and wealth management firm.

J.K. Financial specializes in wealth management, adhering to unique approaches to investing in the capital markets. The company has a global presence, serving individual and institutional clients across the United States, as well as several foreign countries.

John is a co-author of a Quarterly Wealth Management and Financial Planning Newsletter, which is distributed to clients and investors across the country. He actively analyzes and updates ideas and investing on $treet-¢ents.com, a community blog site. John appeared on Good Morning America as the winning planner for ABC's Frugal Family Challenge, co-sponsored by USA Today. He recently concluded a term as president for the CFADFW Society, the local society in Dallas representing the CFA Institute. John began his financial planning career 24 years ago in Dallas, and resides there with his wife, Pamela, and children, Sophia and Pierce.

Education:

BBA, Finance, Stephen F. Austin State University

Assets Under Management:

$100 million

Fee Structure:

Percentage of Assets
Fee-Only

CRD Number:

2047457

Videos
  • Your Life on 1 Page - John Kvale
  • 3 questions Clients Ask - John Kvale
  • See all videos on Guidevine »
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October 2016

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    Stocks
Why would I want to accept a tender offer from a stock company?
100% of people found this answer helpful

Great question. Here is a link to a description of a tender offer for those who may not be familiar with the details.

The answer to your question lies in what you currently own and the company offering the tender offer is as well as the price of the offer. If you feel the company you currently own is a better investment than the tender offer company, then you may not want to accept the offer.

If you feel the tendering company may be a good investment, then you may want to accept the offer. If you accept the tender, you will end up holding the new company asset. You should also attempt to determine if the offering price is at a level you feel is good for your situation.

July 2016
    IRAs
What are my options with an inherited IRA?
100% of people found this answer helpful
August 2016
    Investing
What would happen if interest rates increased tomorrow?
100% of people found this answer helpful
July 2016
    Financial Planning, Small Business Financing
When will I receive my profit sharing funds after job termination?
100% of people found this answer helpful
August 2016
    Life Insurance
How do I borrow money from my life insurance?
96% of people found this answer helpful
January 2016