Category Archives: Donald Capone

Posted in Donald Capone, Investing/Financial Planning, Jen Hill, Personal, Retirement Planning, Social Security

Tagged Birthday, Cola, CPI-W, Pension, Pension COLA, Social Security

Cut Over Update, Almost Complete … Office Schedules on Home Stretch of Summer Break for Our Families… Last Friday of July …

Posted on July 30, 2021 by John Kvale CFA, CFP | Leave a comment

Mid this week, the official cut over of email and contacts occurred…. Fortunately we did not have any MAJOR problems, but there are some missing data…

Not to worry we have over four weeks access of the old data….

Funny thing about technology….unlike a struggling car that just barely gets you there, technology usually works or not – no in between….

Office Calendars Into the Home Stretch

Next week I will start an extended working remote/Vacation in a cooler place with Family, Friends and even some fellow Advisors and their families as well…. Likely get the July Month End Video Review from there–thank you afore mentioned Technology! The solitude usually begets great creative ideas… Lookout Blog Posts and Newsletter!

Jen lets off some steam later next week- much deserved

Donald “The Brain” gets the next week after Jen returns…. much deserved as well!

Nice staggering Guys!

New Years Resolution Broken But Try to Fix ….

One of my New Years resolutions was to play ONE (lofty goal huh) yep just one round of golf a Month…..

Current at 0 for 7 months…. with avid golfers meeting at my remote working location, an attempt at a correction will hopefully start. Newbies, I was a collegiate golfer for three years, helping with Tuition and room and board…. That was a chapter long ago though…. Ok Digressing, back to business…

Ahhhh…. Today is a Friday heading into an about to go Remote for a while Weekend….

Enjoy your Friday and your late Summer Weekend! Talk 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.

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

Tagged Cut Over, Summer, Vacations

The Brain to the Beach … Newsletter Hits the Presses … Friday

Posted on March 26, 2021 by John Kvale CFA, CFP | Leave a comment

As mentioned earlier … neatly this year we were able all have flex schedules and each of us were on R&R at different times.

While technology allows us complete connection, a little looser tether is always welcome when possible.

Donald the Brian hits the beach for a few next week….

Enjoy – Much Deserved, we have your back!

Newsletter at the Presses in NY

The final touches of the Newsletter have been completed and the NY pressers are in motion. Look for the paper copy in your mailbox soon….

We coined this Newsletter “The Reminder” given much of the content is a timely reminder for to do’s and laws that were passed but likely forgotten given the unique 2020!

We of course will also do a Video explaining in greater detail our thoughts and how we came up with the articles as well as greater insights than the coverage may allowed….

Ahhhh…. but today is a Friday heading into a much welcomed beautiful weekend in our neck of the woods…

Enjoy your Friday and your weekend …. talk 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.

Posted in Donald Capone, General Financial Planning, Investing/Financial Planning, Newsletters, Personal

Tagged Donald the Brain, Newsletter, The Brain

Client Only Special Post – Metropolitan Paperwork, Vault Chase Bank Linked Account holders… Friday

Posted on February 5, 2021 by John Kvale CFA, CFP | Leave a comment

With almost 10 times more followers than actual clients we happily keep that in mind when we’re writing informational posts for everyone. This Friday post is actually just specifically for clients, so if you’re not a client we look forward to a possible more pertinent post on Monday, clients please read on!

Metropolitan Paperwork – Donald The Brain Has You Covered

Many of you have received some paperwork concerning Metropolitan life and transactions from a decade ago. It’s a big bundle of paperwork that we also have a copy in our office. Donald The Brain will be reviewing this and if action is necessary he’s able to upload information on a bulk basis, not only saving multiple paperwork hassles but saving all of us the angst of having to mail information back individually.

Chase Bank Linked Vaulters Please Re-Link

Those of you that have happily linked your Chase Bank Accounts to your vault we ask that you go back and re-link them as the linking interface has changed as of yesterday and needs refreshing. We apologize for the inconvenience but again greatly appreciate being able to see those balances and transactions in real time in our respective Chase accounts for our financial planning, safety, and continued upkeep, and tracking. This update is adding more stable linking features! YAY

So bottom line those of you with the Metropolitan paperwork you can trash it we’ve got you covered on this side, secondarily those Chase connections please refresh for all of our collective viewing !

Friday

That’s it, no more homework … it’s a Friday … enjoy your day enjoy, your weekend, will be back with 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.

Posted in Clients/Clients Only, Donald Capone, General Financial Planning, Investing/Financial Planning, Personal

Tagged Chase Link, Metropolitan, Vault Chase Link

Happy Holidays From The Gang at J.K. Financial, Inc … Current Kvale’s … Throwback of Only Five Years

Posted on December 25, 2020 by John Kvale CFA, CFP | Leave a comment

Happy Holidays and Merry Christmas

The Gang

Pierce and Sophia 2020

Throwback just 5 years – Goes Fast – Enjoy!

Happy Holidays, Seasons Greetings, Be Well, Be Safe!

John Kvale

Posted in Donald Capone, Jen Hill, John Kvale, Personal

Tagged 2020, Happy Holidays, Merry Christmas, Pam Kvale, Pierce Kvale, Sophia Kvale

Office Hours, Holiday Schedules, Season of Gentleman’s Agreement on Wall Street, Newsletter Preview, Slow Money Reminder …

Posted on December 21, 2020 by John Kvale CFA, CFP | Leave a comment

Over the next two weeks, with staggered schedules, our office, which our building manager is still continuing to ask us not to have guests, will be open sporadically. We will collectively be working remotely or out of the office on various family holiday getaways.

Donald “The Brain” is happily in a warmer climate near water, loosely connected to the office for some much needed and much earned R&R this week after a full spring, summer, and fall, of lock downs.

My time actually occurs next week after Christmas and through New Year’s.

Jen will be in and out remotely connected with a few official bookend days for holidays and long weekends throughout the next two weeks.

One big positive of the events of this year is the ease of pivot to remote for all of us!

A Gentleman‘s Agreement on Wall Street!

While in recent years we’ve seen this agreement violated, look no further than some of the sharp drop offs during this time just a year ago, generally there is an unwritten gentleman‘s agreement to “do no harm” during this time of the year. Meaning capital markets usually do not trade upward or downward in dramatic fashion throughout the remainder of the year.

Under normal circumstances the next two weeks, partial trading weeks …with closures on each Friday and half a day before the holiday trading would be BORING and very low volume….trying not to jinx ourselves here!

Newsletter Update

With a newsletter chocked full of great Financial Planning, Income Tax, and Personal reminders, and being non-market related, the Newsletter is complete and we hope to have it to you during the holidays for some possible fun reading that you may have during down time.

We think it came out fantastic, and tribute the great bulk of subject matter to you guys for the experiences, reminders, and techniques that we did this year.

Our posts here at Street-Cents will likely not be as regular and much lighter over the next two weeks as well!

Remember, as mentioned here in this urgent reminder post, Financial Institutions in every area of service are greatly overloaded for some reason this year, and as such MONEY IS MOVING SLOW…. do not wait until the last minute for a Financial Transaction, especially if it is personal!

Happy Holidays, Be Well, Be Safe, and Happy New Years!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

Posted in Donald Capone, Estate Planning, General Financial Planning, Investing/Financial Planning, Jen Hill, John Kvale, Medicare, Newsletters, Personal, Retirement Planning, Tax Related

Tagged Holiday Schedule, Newsletter Preview

Last Year the Perot Museum, Next Year Dallas Athletic Club, This Year No Holiday Party, Staying Safe

Posted on November 23, 2020 by John Kvale CFA, CFP | Leave a comment

Last year we had the 24th Annual J.K. Financial, Inc. Holiday Party at a place that we had always desired to go but the newness and the cost of that newness had prevented us.

Finally an early date allowed us the ability to have the Annual Holiday Party at the much desired Perot Museum. Little did we know that we would not be having a party this year making last year‘s memory all the more special.

For the safety of our selves and of others we are not having a party this year.

We know that that may disappoint some but out of an abundance of caution and being conservative in all facets of what we do, we are not going to have the holiday party this year.

The good news is as we will certainly have a wonderful and much appreciated party at Dallas Athletic Club if possible next year!

True to many things in life we grow to appreciate them much more when they’ve been snatched from us. We look forward to the exhaustion that follows visiting with everyone and seeing everyone and will embrace the closeness of getting to see everyone like we’ve never done in the past 2 1/2 decades.

Be Safe and We Look Forward to Seeing EVERYONE Next Year!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

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

Tagged Holiday Party, Perot, Perot Museum

J.K. Financial, Inc. D Magazine Best Wealth Manager Award … John Kvale 14th Consecutive D Magazine Best Financial Planner Award

Posted on November 20, 2020 by John Kvale CFA, CFP | Leave a comment

For those in the Dallas area, you may want to pick up this month’s edition of D Magazine…..

J.K. Financial, Inc. Announced as Best Wealth Manager D Magazine Recipient

This is a peer nomination process and vetting by industry professionals and approved by the editors.

But look carefully on page 35 rather than the center fold as we insisted on going with a different, more casual … and in our minds appropriate picture… and statement.

Not confiding in the more formal picture pushed us to a different section…once again well worth it in our minds.

John Kvale Fourteenth Consecutive Best Financial Planner

It’s an honor to once again be nominated by peers and approved by editors as D Magazine’s Best Financial Planner for the fourteenth time in a row…

Thanks very much and congratulations to my peers who also were nominated.

Wow time flies !

Have a Great ‘D Magazine Honored’ Day and Wonderful Weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

Posted in Clients/Clients Only, Donald Capone, In The News, Investing/Financial Planning, Jen Hill, John Kvale, Personal

Tagged D Mag Best Planner, D Magazine, D Magazine Best Wealth Manager

Double Birthday Wishes …. You Cannot Make this Up!

Posted on October 14, 2020 by John Kvale CFA, CFP | Leave a comment

Not sure on the saying, but goes something like ….

Two birds with one stone!

No no, more like this ….

Have Your Cake and Eat it too!

No, how about this ….

Twofer!

Oh ….goodness….

Two For One ?

As a small happily high touch firm, it would not work without you!

Happy Birthday Jen and Donald

Yep, both are on the same day – TODAY!

Cheers and thanks for everything, you guys are GREAT!

John A. Kvale

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

Tagged Birthday, Donald Capone III CFA, Jen Hill

DOJ Approves Merger, Great News for The Brain …. Sports is starting (Big Weekend) …. Shark Week begins too … Travels … Friday

Posted on August 7, 2020 by John Kvale CFA, CFP | Leave a comment

As mentioned here, TDAmeritrade and Charles Schwab agreed to merge early on in the year, (wow that seems like a long time ago- digressing) and due to government regulations, the DOJ (Department of Justice) needed to bless the deal – antitrust thoughts – too big, monopoly questions … it was on hold!

DOJ Approves – Brain in the Driver’s seat

Good News …. the deal was approved, and even better news for The Brain, as noted here and here, is an expert with a very special portfolio management and trading technology, which the combined companies announced this week would be a part of the new joint effort.

Not only that, but The Brain is already a part of a new Beta group, which had gone silent… (likely to start up again) to integrate even more features which The Brain will be a major advisor….

Well Done Donald!

Sports Starts = A Full Weekend! Golf, Basketball, Baseball, Football

Long time followers know, that while the family is a total Tennis nuts and crazy family, your’s truly was a collegiate golfer, helping pay for three years of college via scholarships.

This weekend, a Major Championship on the favorite West Coast time makes for the perfect late evening … Sunday night viewing of the final nine of the Tournament.

Basketball (NBA) continues it’s fast tracking season with only a few more games until the abbreviated playoffs.

But don’t stop there …. Baseball (MLB) after a few scares, missed games due to infections and paused events, seems to be back on track….

NFL …. professional football start more workouts in full force too !

Shark Week Starts – A Family Favorite

Sunday night, hopefully just after a fantastic final Golf Championship concludes, a family favorite begins…

Break in, coincidence or not? – After a few years of moving to earlier calendar (family dislike) it is now back to early August – Ok … digressing again…

SHARK WEEK

Discovery Channels Shark Week commences at 8 PM Central Sunday Night and airs until the following Sunday….

In a hitting home on some programs … Jen at the office mentioned an unusual occurrence in her home town of Long Island, that we both think are a part of the special…

Friday Travels

If you are still with me (THANKS) … long post for a Friday – much appreciate your time, you may recall a few special events for the Mrs. – will be out next week but tethered electronically …. and already have some very interesting Economic and Market News to speak of – tease tease – nerd nerd too!

Ahhhh….. but it is a Friday, enjoy your day, your weekend, your friends and family and chat with you next week from afar!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

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