Category Archives: Donald Capone

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.


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.

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 My Favorite Couch … Gone





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.













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!


Have a Great Holiday!

Next week back to the hard core financial “Stuff”

Cheers !

John A. Kvale CFA, CFP


Thank You Party Goers …. Office Hours … Our most popular video post ever coming this Wednesday!

We did the no rain dance…. but forgot to do our no Wind dance… go figure…

Who would of thought a cold front would blow through with steady 25+ mph winds that gusted even higher. Yes those were whitecaps on the lake adjoining our venue.

Just like we pivot in life, investing and many other areas … a quick move from outside the huge backyard to the inside made for a great venue. It was an easy decision as upon entrance we saw the caterers literally chasing down a wind blown bounding high-top, not to mention the front door would not open due to the wind gusting through the entrance to the back yard which we hoped to keep open — digressing!

We knew the house could hold us all, but had no idea how hard it would be to visit with everyone as we all scattered among the various rooms.  Sorry if we did not get to chat very long.

Thanks to all for your time and drive to our venue, especially those that came from far, some VERY far and driving overnight to get there !

Thanks SO MUCH!

Office Hours

We will be closing early Wednesday and will not be in the office on Friday of this Thanksgiving week!

Of course we always peek at our electronic tethers – Someone could have an emergency and we are glad to be there!

Most Popular Video – EVER

Of all the videos we do, one has risen to the top as our most popular ever, SO FAR !

We will air the video again this Wednesday …. It’s uncut, un-scripted, and un-forgiving to the producer !

Enjoy …. Happy Thanksgiving (a little early).

John A. Kvale CFA, CFP

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

October 2017 Podcast Video, Financial Planning and Capital Market Update- By John Kvale

Here is our October 2017 Monthly review. If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast format.


October 2017 Video

Break In – D Magazine Honors – Best Wealth Managers

We are super happy to be honored in D Magazines Best Financial Planner and Wealth Managers Award !!

Thanks so much and congratulations to our fellow recipients.

9-27-17 FINAL DMAG Spread

11th Consecutive Honor – John Kvale Best Individual Financial Planner

The 11th consecutive D Magazine best Financial Planner award was also in this edition and we are super happy to announce, John received his 11th consecutive nomination!DmagLogo

Wow and again thanks to our fellow recipients!

Financial Planning Tip(s)-

Social Security Increase

Don’t smirk at 2%, every penny counts! With a CPI (Consumer Price Index) increase of 2% year over year, the Social Security Administration passed the good news on earlier this month. Take that 2% increase and run!


Capital Market Comments

Rates are Slowly Ticking Up

After much silence on interest rates, we have taken notice of recent movement as the global economy begins to pick up steam … Overseas seems to really be getting their act together.

10-24-17 10 Year Treasury

Consumer Sentiment Also Higher

The University of Michigan Consumer Sentiment hit a post “Great Recession” high this month.

With two thirds of our US Economy being based on consumer consumption, this bodes well for the Economy.

10-13-17 Consumer Sentiment

See you at the end of November, which also features our very special Blooper Thanksgiving Video from a few years ago!

Happy Fall Season!

John A. Kvale CFA, CFP

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

Trifecta announcements, the Secret is over!! Congratulations J.K. Financial, Inc as one of DMagazine’s Best Wealth Management Firms … Sophia Third Place Super Champ … John Kvale DMagazine’s 11th Consecutive Best Financial Planners!

As of today, the November 2017 edition of DMagazine will feature the best Wealth Managers in the area.

If you are near a newsstand, flip to page 17 and guess who you will see?

DMagazine Best Wealth Managers

9-27-17 FINAL DMAG Spread

Super Champ 12’s Third Place

Those that follow our posts know that Tennis is a major part of our weekends. The most recent weekend featured a Third place finish in Katy Texas in the Super Champs age 12 division.

Way to go Sophia!



Best Financial Planner 11th Consecutive

We are also super happy to announce John Kvale was nominated best Financial Planner for the 11th consecutive time, also a part of the November D Magazine edition … Wow!

2017 D Mag Best Financial Planner

Thanks to everyone! What a great way to head into the weekend!

John A. Kvale CFA, CFP

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