Category Archives: Donald Capone

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…

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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

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