Category Archives: Donald Capone

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

 

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

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.

Enjoy!

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!

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

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!

 

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

 

Friday …. Shhhhhh … We have a secret but we cannot tell you YET … Here is a hint …

Ok, so it is a Friday and we had a pretty heavy week of posts … Newsletter and Quarterly Review … Hope you enjoyed our new zoom feature on the Newsletter opening … hat tip to my nephew, NJ. We will keep it short and hope you ride into the sunset of the week as happy as we are!

We have a secret and cannot tell, but here is a Hintfinal full size - jk financial - d's best financial planners 2017 - bret redman-1935

We have mentioned quietly a few times that we have a secret to share but are bound by the rules of …. well the secret …

Here is a hint of the secret …

When is the last time you have seen us both in fancy clothes?

It’s a big secret… stay tuned, only a few more days!

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

 

Friday Labor Day Weekend – Office Hours – Hurricane Harvey wishes

This coming Labor Day Holiday Monday represents the unofficial end of summer to some, my gang, as mentioned last week feel freedom was lost this week, with school starting this most recent Monday.

  • Many Pools Closedfootball-1-1551755
  • Full schedules to start
  • Homework, homework, homework
  • Shorter lighted days — yikes

BUT… are you ready for fall sports !

Capital Markets, as well as our office, will be closed on Monday, in honor of labor day.

Hurricane Harvey

We are sending our best wishes to all those friends, families and clients displace by Hurricane Harvey! We are happy to report Donald “The Brain” has had minimal damage up to this point and is safe and sound. We do have relatives and friends back in the new path and wish them safety and well being…

Given the devastation it looks to be years of rebuilding. Many blessings and well wishes!

Once again a test of the resilience of our country that will certainly be endured but will be collaborative as we regroup and rebuild!

Have a great Friday and long 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 15 Year* Anniversary, Congrats to Donald “The Brain” – Technology Update – Friday

Note the * asterisk by the 15 years… it’s really 19 YEARS ! …. Including part time school work.

Congratulations to Donald “The Brain” on his 15 year anniversary.

From an early start while working during the summers driving 30 miles each way, to trudging through the well documented EXTREMELY difficult CFA exam, to helping everyone through the the Great Recession of 07-09 ….

Well done and congrats. Hopefully the next 15 will go a little slower! Doubtful !!

Technology Update

The Monday technology upgrade turned into a Wednesday upgrade and with a turn-around trip Thursday in the calendar, nails were bitten short Wednesday afternoon. We are happy to announce the upgrade has been completed with very few hitches. There are a few follow up items to do when the server is resting from regular use (during the 4th of July holiday), but we are 95% complete.

Each year we take on technology improvements during the summer, this year:

  • More New Vault Features
  • New Web Page
  • Improved internal email systems and management

We will wipe our brow and set in to learn the new features …. thankfully all went well!

Next Week

Donald “The Brain” has much deserved travels on the calendar to a cool climate north East, with a tail end of the week showing travels for myself as well… good time for us to test all this new fancy technology.

Today is a WONDERFUL Friday, enjoy your day, your weekend, be thankful, 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.
www.jkfinancialinc.com
www.street-cents.com