Category Archives: Personal

We are happy to Announce the firm is Growing – Meet Nathan Elliot Capone!

Posted on October 22, 2018 by | Leave a comment

On October 11, 2018 a new member of the Capone Family was born …

Nathan Elliot Capone

Nathan Capone

Congratulations to Randi and Donald —

Great Parents, Great Family, Great sibling relationships – as you can tell from the picture.

Told ya it was BIGGER NEWS – doesn’t get any bigger …

We hope to get a glimpse at the Holiday Party – no promises, baby stuff happens and that is a quick public showing —

Very happy to announce, Randi and Donald (spoken to The Brain several times) seem great, well rested, home from the hospital,  and of course super parents….

Have a Great “New Family Member” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
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Happily honored as Dallas Magazine Best of Wealth Managers and Best Financial Planners – Holiday Reminder – Even BIGGER news next week – Friday*

Posted on October 19, 2018 by | Leave a comment

We are very happy to announce our nomination to D Magazines Best Of Again !

D Magazine Best of Dallas

For those fellow Dallas Sites – be sure to check out the current Issue of D Magazine, hitting the stands first thing this am – which will have the follow awesome picture:

2018 Best Wealth Managers -

Jen and Donald picked the photo – we had tons to choose from …. from our fantastic photographer Bret – who by the way will be shooting pictures at the Holiday Party!

Can you believe they chose the picture showing the most Grey? Grrrr

When commenting on this fact, an assurance of “SEASONING” was mentioned – Ok … so you guys are still sore about the Black Eye incident – look close, Donald “The Brain” has a huge shiner, saved by Jen’s cover up …. as mentioned earlier here!

Twelfth Consecutive Financial Planner Award

Luckily, yours truly was also awarded Best Financial Planner award for the TWELFTH consecutive time … given the gray in the picture above, maybe silence is better?

It is an honor, to be named in both portions of the D Magazine Best Of Series  – Most proud to be named as a firm, to recognize those that REALLY make is possible — The Gang at J.K. Financial, Inc!!

Well done Guys !

This is also the un-official introduction of Jen Hill our new Operations Manager — more on this soon ! New York native … Deep Wall Street Background ….. Spouse Former Major League Pitcher ? All True.

Holiday Party Reminder

The following invitation is headed your way today ….  Please save the date and plan on coming, as mentioned earlier, Bret our fantastic photographer will be there – snapping possibly… Holiday Card Photos for all in attendance!

10-9-18 - Holiday Party Invitation

Friday Before Even Bigger Announcements

Today is a Friday … enjoy your day and your weekend….

In an unbelievable Announcement day – next week we have even a BIGGER Announcement – Yep, not kidding – BIGGER !!!!

Stay tuned… hold that breath … Next week will be here shortly

Have a Great “Big Announcements” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

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Posted in Clients/Clients Only, Donald Capone, Jen Hill, John Kvale, Personal

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“Video Week” Friday … Columbus Day Monday Bank/Postal JK Holiday, Local Cross Border Rivalry and Fair Reminder

Posted on October 5, 2018 by | Leave a comment

Happy Video Week Friday!

The way the calendar fell this week, we ended up with back to back videos of the September Review, and then the Q 4 Newsletter Audio Video review, with a cameo appearance of Chacca the dog as he interrupted the recording of the Newsletter Video!

Hope you enjoyed…

Columbus Day Reminderthree-masted-sailing-ship-1280890__480

This is a unique holiday in that Capital Markets will be open (light trading) but most banks and the post office, as well as our office will be closed.

Since banks are closed, money will not move Monday, even with the Capital Markets open…

Those in the Dallas Fort Worth Area – do not forget – Texas V Oklahoma University is this weekend and the Monday Columbus day marks Texas State Fair Day for most of the surrounding schools – Be Careful out there, it will be great fun over the long weekend but lots of traffic unfamiliar with the area!

Enjoy your weekend and talk to you next week!

Have a Great “Columbus Day Weekend” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

 

 

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App … No, Hardware of the Quarter Review … Streaming Devices … Firestick, Roku, Chromecast

Posted on September 24, 2018 by | Leave a comment

Coming to your mailbox shortly (We know the novelty of a paper newsletter, but old is new!) is our App … no, hardware of the quarter.

This handy little device attaches to your HDMI connection of any screen or monitor and then pulls content in via your internet connection – Cool Stuff!

Roku/Chromecast/Firestick – Hardware of the Quarterwatch tv white-male-1847732__480

In our coming Newsletter we discuss in great detail our experience with the only of these devices we know, the Firestick ….

Here is our take on these devices:

  • Great Savings compared to just full service in many cases
  • Does not take as much internet speed as we thought
  • Bring your home on the road
  • Multiple devices used at once
  • Cuts back on duplicated services
  • Allows cherry picking services

Here is a great review of all these devices in much greater detail.

If you have not taken a look at any of these devices, it may be worth a try … you may find great savings and more flexibility!

Have a Great “Streaming Device” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
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App/Hardware of the Quarter Preview -Whirlwind Trip for “The Brain” – Black Eye Repaired … Jen’s Continued Baptism – Travels

Posted on September 21, 2018 by | Leave a comment

Each quarter we like to highlight an App of the Quarter in our Newsletter … This Quarter, as a sneak preview, we did not pick an App, but a SUPER handy piece of hardware, that has saved us a ton…. We will divulge next week!

Donald “The Brain” with a Black Eye?

What’s the only thing you really don’t want to have when your having a photo shoot? 

How about a Black eye!black eye -pexels-photo-1404727

In a “You cannot make this up way” The Brain arrived in Dallas yesterday morning for a record breaking fast whirlwind tour photo shoot, then flight back home – with non other than – you guessed it …. A Black Eye!

Thanks to an opponent softball player’s wild elbow while turning the base, The Brain had a nice shiner ….

Jen’s continued baptism was in full force as the waterproof cover-up was handy … no more black eye! Sorry folks, a perfect photo moment was lost as they both knew I would want a pic, and they waited until a much needed gas refill was occurring – rats, missed it..

Photo shoot done!

Hmmmmm …. Why the photo shoot?

Well, we cannot say for about three more weeks, but when we can – WE WILL – LOUDLY

Travels

As you read this I will likely be in a plane with the 13 year old, headed to a National Tennis Tournament in a warmer state, where “What Happens There, Stays There” … 100+degrees will feel like summer again ….. All Good!

The end of the THIRD – yes – third quarter, of 2018, is next week — it goes fast…. spend time with those important …. talk to ya next week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

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Posted in Donald Capone, Investing/Financial Planning, Personal

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12 Ways to Get Smarter – Another Cool Chart worth taking a moment to review

Posted on September 7, 2018 by | Leave a comment

Being very graphic centered and comprehending folks, our hearts are always very soft for an easy to read chart, especially when it has great information.

Check this out – What could be better than 12 reminders on how to get smarter?

12 Ways To Get Smarter – Visual Capitalist and World Economic Forum

This from two of our favorite resources, Visual Capitalist and World Economic Forum, both places we love to get information and data!

Take a Moment and Review – Good Stuff

Have a Great “Get Smarter” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
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Anniversary Payback Travels – Jen’s Baptism By Fire – Writers block confession, Lot’s of Neat Posts Coming

Posted on September 5, 2018 by | Leave a comment

Long timer followers know we had a crazy Summer with the 13 year old’s tennis schedule…

As such, the Mrs. totally missed any real vacation over the summer together — Even the anniversary came and went without even a dinner or card — yikes – (18th!)tennis-2042723__340

Pay Back Anniversary Travels

Today and the next two days I will be out of the office/state and attempting to be loosely tethered via technology for Anniversary payback time!

Yes it is Jen’s second day as official pilot – but she has piloted much bigger planes before (more on this soon) – you are in good hands as Donald the Brain is still far from “Table for Five“ too!

Writers Block Confession

In full fess up mode, there are times when it is hard to write (not usually, but it happens) with nearing 2000 posts and counting, we are happy to give you a heads up — No writers block now!

WE HAVE TONS to talk about soon!

The PLUP article spurned two more articles that we think you will really like-

PLUP graphPlus we have had great ideas coming from you guys in the field– keep them coming, we love discussing hot repeating topics!

Ok … so an Anniversary Travel announcement turned into an exciting preview of coming great topics — We really like what we do – All good, all fun!

Have a Great Day and talk to you next week !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
street-cents

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Posted in General Financial Planning, Insurance, Investing/Financial Planning, John Kvale, Personal

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