Category Archives: Donald Capone

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

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
street-cents

Happily honored as Dallas Magazine Best of Wealth Managers and Best Financial Planners – Holiday Reminder – Even BIGGER news next week – Friday*

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

App/Hardware of the Quarter Preview -Whirlwind Trip for “The Brain” – Black Eye Repaired … Jen’s Continued Baptism – Travels

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

On the Road – A Vacation – Finally –

Regular readers know we had a fairly busy summer planned, especially with the Tennis circuit going –

What we did not know is just how busy it would be with a few successful Tennis Tournaments – So a few successes lead to more tournament opportunities – which in turn led to NO Vacation — SO FAR-

Vacation Today and Next WeekAirplane

As you read this, the 13 year old and myself will have landed late last night in a neighboring state to catch up with the rest of the family, including a sibling and parent — who have been in said state basking in the coolness for some time now!

All good !

Speaking of Travels, the Capone family are wheels up tomorrow for a 10 + hour journey to the beach for the week with a very pregnant Mrs. Capone and two boys that are sure to make the trip memorable!

Good Luck!

Hardware Updatespeed- superhero-534120__340

Early this week the Four Times Faster Hardware arrived – While exposing some slowness in our older machines, we are off to the races.

We will be testing it over the next week as remote is the new norm…

There is a goal of completing several New Vault Update videos … but no promises!!

Enjoy your Friday and your weekend.

Have a Great “Much needed R and R” 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
www.street-cents.com

 

Big News! Our Firm is Growing Again – Happy Fourth!

We have had a year of change with Cathy’s retirement and other moving parts. But we have some really big news to share –

Because electronics moves faster than snail mail – although we still enjoy the novelty of our Newsletter – Here is the big news of the year from J.K. Financial, Inc. – also included in the coming Newsletter!

Our Family Firm is Growing Again20180521_161247317_iOS

Congrats to Randi and Donald as they are expecting their third boy in the fall – luckily if all goes well, we MAY get to see the new guy at the Holiday Party- which is slated at the same Saturday before Thanksgiving!

Congrats to the Capones – Great parents, Great Family and a Great new welcome to the world later this year!

Fourth of July

We wish all well and a safe celebration on Wednesday of this week as our domestic friends, family, and clients celebrate our founding – This year we are getting ahead of the friendly jabs from those not originally from the USA – We know it’s not your favorite holiday- haha – Enjoy anyway!

Be safe, enjoy the middle of the week day off and talk to you on Friday!

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
www.street-cents.com

Two FULL Day Seminars – Bringing a new meaning to Spring Cleaning…. Presenting our New Office Updates … Old/New Pictures

Apologies for any late responses this week as we had a  TWO day seminar this week on Wednesday and Thursday …. Tax Law Changes among others were the topics… Great Stuff to be analyzed and for our full review together shortly….. I digress….

As mentioned earlier here, in an epiphany like fashion it hit us that the office needed freshening….

In Spring Cleaning like fashion…..

Presenting Our Updated Office with Old/New Pictures

Old

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New

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Old

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New

 

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Old My Favorite Couch … Gone

 

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New

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Ok… you get the point … Spring Cleaning at its utmost…

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.
www.jkfinancialinc.com
www.street-cents.com

 

 

 

 

 

 

 

 

 

 

 

 

Happy Thanksgiving! Our most popular video EVER …

Un-cut, Un-scripted, Un-forgiving to ….. well you can figure it out!

Couple of years old, but un-repeatable …. such the re-viewing!

HAPPY THANKSGIVING

Have a Great Holiday!

Next week back to the hard core financial “Stuff”

Cheers !

John A. Kvale CFA, CFP