Category Archives: Donald Capone

From Party Last Night ..Walk Down Memory Lane Video … Fun Pics – Friday

This video was playing throughout the elevator monitors during the party last night…audio is neat if you are in a place to listen!

Some great memories – 24th year of party, 30th year in the business….

Thanks so much to all, especially those that traveled far to come, we hope you enjoyed it as much as we did seeing everyone and visiting.

A Few Pictures as well !

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Time Goes Fast…. All Good!

Have a Great “Walk Down Memory Lane” Friday!

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

 

 

Surprises Finally Announced! – D Magazine Best Wealth Managers, Thirteenth Consecutive D Magazine Best Financial Planner – Wharton Guest Host Sirius Satellite “Live” Your Money, National Show

For those in Dallas, be sure to grab the latest D Magazine off the shelf …

The picture was taken in front of our Building and it came out great … less Grey showing in Your’s Truly this time…

Knowing that what we do is a team effort makes for a wonderful appreciation that the team is included in this award …congratulations guys!

D Magazine Best Wealth Managers

2019 Final Approved Dmagazine Best Wealth Manager

 

 

 

D Magazine Best Financial Planner

Very proud to have the team included above and also honored to be nominated for the thirteen – yep – thirteenth consecutive time… maybe the Gray was hiding..haha

Best_Financial_Planner 2019

Sirius Satellite Live Guest Host Wharton School,Your Money with Kent Smetters

When it rains it pours…. wish we could have spread all of this fun out over more than a day …

Last night I was honored to co-host a one hour live radio show with Wharton Professor, Ken Smetters on Sirius radio, channel 132 – re-runs will occur all week from 4-5 Central time if you are so inclined…

Sirius radio restricts prohibit us from recording or replaying any portion of the show!

The show is always fun and gets the adrenaline flowing as the fitbit surprising shows no increased heart rate… sure felt like it !

JK Sirius

Have a Great “Surprises Finally Announced” 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

Big News Update…. Even More (2) Fun News Items to FINALLY Tell Next Week!

We have had a few funny but snide remarks for our Tease here a while back….

Guess what?

Now we have TWO announcements to make NEXT week!twins - kuala-lumpur-1820944__480

One is bound by an authority beyond our control… hint hint

One is bound by superstition… BIG hint hint…

Not earth shattering …  we don’t want to make too much out of them…but as our prior Tease mentioned you never know how long it will last… and now that is times Two !

We promise to let you know as soon as we can, next week!

Until then…shhhhh

Pretty rainy here … hope you have a Great Weekend !

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

 

Big News Update…. Even More (2) Fun News Items to FINALLY Tell Next Week!

We have had a few funny but snide remarks for our Tease here a while back….

Guess what?

Now we have TWO announcements to make NEXT week!twins - kuala-lumpur-1820944__480

One is bound by an authority beyond our control… hint hint

One is bound by superstition… BIG hint hint…

Not earth shattering …  we don’t want to make too much out of them…but as our prior Tease mentioned you never know how long it will last… and now that is times Two !

We promise to let you know as soon as we can, next week!

Until then…shhhhh

Pretty rainy here … hope you have a Great Weekend !

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

 

West Coast Conference Update – Donald “The Brain” Shines – JK Almost ends up on CNBC – Friday

The conference kicked off Wednesday afternoon in full force.

Donald “The Brain” Wife, and Youngest FINALLY arrived after the first leg of their flight was cancelled…. New connection through Phoenix –  no that will not work, connecting flight already departed … Connection, and layover in Vegas works – Finally arrived…

Opening Ceremonies

Early yesterday the conference officially began…

tda-san-diego-opening.jpg

Opening ceremonies are always cool!

TDA San Diego Opening 2

Donald “The Brain” Shines

Later in the day, a full room of folks looking to gain knowledge of the systems “The Brain” knows well…

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A question from the audience near the middle of his TWO HOUR event!

Almost on CNBC

Meanwhile, yours truly, while searching for the Video shoot area … stumbled confidently into a live, on-sight CNBC interview –

“Hey, do you have a 10:30 am slot scheduled?”  “Yes we do, get ready!”

Just as the make up person was about to hit my face and the camera crew were adding a mic, a discovery was made that I WAS NOT the next guest, but merely in the wrong place… go figure…

Thought that host looked familiar…

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Glad to announce, lots of great items to bring back from the trip….

Today …. late, we end up back home – Glad to be away …  Glad to be back…

Have a Great Friday – We will try to stay off accidental live TV today!

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

Preview: Donald “The Brain” On Deck Speaker – History of Our Software – Annual Conference of Thousands – Travels

Mid-week, we (DC and I) travel to the West Coast for an annual gathering of thousands of our peers, along with consultants, asset firms, and as many technology firms that you could shake a stick at…. with a new cell phone (and more importantly camera and battery), twitter followers ( @johnkvale ) can check some pictures that will be posted – and of course we will have items here as well… hopefully later this week….

A History of Planning Technology

Technology allows great things as most everyone knows. Over the last several decades, the Financial Planning and Portfolio Management process has adopted technology… as has our firm.

Originally the seemingly unstoppable power of Excel continued to improve speed, make for greater accuracy, and ever detailed specifications.

As a firm, we gravitated from the powers of Excel (Once upon a time this was done with pencil and paper – we know some that still do it this way today!) on to a heavy server burdening system, then on to a slightly lighter in house/on-line system, finally to the web based/full on-line systems (each time with much heartache and heartburn.)

Enter Donald “The Brain

Donald “The Brain” On Deck this WeekDonald Capone

With an almost from scratch to modern day software background as mentioned above  – Excel to server/web/cloud systems, Donald, who has always been in charge of this, immediately understood the challenges, necessary views, and possibilities when an all-new, completely cloud based on-line system became available.

As a Beta tester, and later almost a technology consultant (offered up enhancements that were eagerly accepted) Donald has been a go-to person for our modern day software and the firm that created it!

In the spirit of helping as many as possible, Donald will be on panels during the annual conference this week helping fellow advisors understand the power, simplicity, accuracy and productivity enhancements that we utilize, much to our software providers pleasure.

It is a great honor to be asked to do this before thousands of your peers- Well Done DC!

Spirit of the Conferencemeetings-1149198__480

We know what your thinking … big party that you get to write off the expenses? Once upon a time many years ago – maybe! NOT TODAY – showing our age I guess…haha

Today, we have a working list of items to review with various providers (all of the team has been gathering wish lists and needed understanding items for the last month from each perspective), multiple meetings as soon as we hit the ground, specific questions from you guys/clients in the field on certain subject matters, as well as a full schedule of planned viewing of panels of others, that we are not specialists in!

Several years ago, while solo and a morning of too much coffee, multiple new items were agreed upon and contracts signed ( i.e. New Web site provider, other tech services). Upon return, the gang was NOT happy (sorry guys) as we tried to digest everything over the next several months… we have learned to keep things bite size, but we will certainly stay informed!

Look for an informative post on Wednesday as we travel, then likely a brief post of Friday as we make our way back home, with frequent twitter posts and likely a deluge of posts here once we get our feet back on the ground …. stay tuned – Can you tell we are excited and ready to go?

Have a Great “Inform and get informed” Day/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

Donald “The Brain” At it AGAIN Early Next Year – Friday

Those long timers know Donald W. Capone III, CFA as our portfolio manager, planner and industry respected technology person, such “The Brain” label… as well as a super father, to top it off…

It’s  human nature to take this all for granted occasionally – he doesn’t fly like super man you know — haha – kidding!

The Brain Does At Again

Several years ago at an industry gathering of over 3000 folks in a western coast town, the key note speaker begins with a review of all the neat things that had happened during the year and those that were instrumental in developing these items…

32 minutes into the three day event, up pops … Guess who?

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A fellow professional tapped my shoulder, “Isn’t that your partner on the big screen?” “No he is at home this trip!” No, he was on the big screen talking of the use and adjustments of new portfolio tools…

Sorry the picture is not better, but it was the best possible on such short notice ….

This time he doesn’t catch us off guard as he is expected to speak to a large group early next year as well as attend several round table Q and A’s !

Well done DC “The Brain”

Ahhh … today is a Friday, closing in on a Holiday Season, New Year and some much needed R and R family time for all… Enjoy 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.
jkfinancialinc
street-cents