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
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
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.
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
For those in the Dallas area, you may want to pick up this month’s edition of D Magazine…..
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.
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.
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
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!
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!
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 !
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…
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…
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
Posted in Donald Capone, In The News, Investing/Financial Planning, Jen Hill, John Kvale, Personal
Tagged Brain, DOJ, Donald the Brain, Merger, Schwab, Shark Week, TDAmeritrade, The Brain
Happy Holidays and Merry Christmas
Sophia, John, Pamela, Pierce
2009
Time goes FAST ! All good!!!
John A. Kvale
Posted in Donald Capone, Jen Hill, John Kvale, Personal
Tagged Fee Only, Fiduciary, JK Financial, Kvale
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.
Time Goes Fast…. All Good!
Have a Great “Walk Down Memory Lane” Friday!
John A. Kvale CFA, CFP
Posted in Clients/Clients Only, Donald Capone, Jen Hill, John Kvale, Personal, Video
Tagged Holiday Party, Memory Lane Video, Perot
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!
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
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 !
Have a Great “Surprises Finally Announced” Day!
John A. Kvale CFA, CFP
We have had a few funny but snide remarks for our Tease here a while back….
Guess what?
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
Posted in Clients/Clients Only, Donald Capone, In The News, Jen Hill, John Kvale, Personal
Tagged Announcements, Big News