Category Archives: Personal

Friday Before Thanksgiving – See You at the Party Tomorrow – Office Hours Next Week – Travels – Our Most Popular Video Ever Next Week!

Is it me or did Thanksgiving get here F A S T – way to fast.. Wow ….

It only gets faster and busier now…. New Years here we come … whoaaaa – hold on just a second!

Annual Holiday Party DAC

Tomorrow is our Annual Holiday Party at DAC — we thank all of you that are coming — we are going to have a good group

Don’t forget to wear some Holiday Threads as we have a professional photographer that is sure to make us all look good!

Shhh – here is a last minute secret — if you forgot to RSVP – just let Jen@jkfnancialinc.com  know today – we put a little extra headcount cushion for those that … well,  got busy with other things…

YES there will be an open bar – Please do not drink and drive – but an afternoon cheers is certainly in order!

Long time Holiday Participants may notice the new address that corrects the GPS problem from years before – newbies – just plug the address in and you will be directed to the party site (A feat not exactly straight forward in years past!)

Travels for Thanksgiving and Office Hours

With a Christmas schedule that includes a huge and long lasting Tennis Tournament – Thanksgiving has become the only entire family get together time –

I will be out next week with the family for an early/only Holiday get together ..

Jen the “Tennis Beast” will be driving the ship on Monday and Tuesday – with the office being closed the remaining portion of the week…

I am going to try and stay away from Technology – but usually after a bit, the check-in itch cometh… will see !

Most Popular Video – The Final Showing

On Wednesday before Thanksgiving we will air the final “official” repeat showing of our most famous Video ever, which happens to have frustration by yours’ truly, but humor for the rest of you — glad to accommodate…

With years that have gone by like minutes, the kids are now older – while not yet a classic, we think you will still enjoy the video —

Maybe a today and then picture for comparison?

Enjoy your weekend, talk to you after Thanksgiving !

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

Born in Long Island … 16 Years Banking/Wall Street … Welcome Jen Hill to J.K. Financial, Inc.

With a sixteen year, Lower Manhattan/Wall Street banking background, there has to be a story? – and yes there is … there are no  Y’all and Fixin’s from her, “The Brain” and I of course slip frequently …. 

This is the official introduction to Jen Hill our new Operations Manager….

Long Island to Manhattan – Deutsche Bank to HSBC (16 years total) – then on to Dallas- She looks forward to meeting everyone at the Holiday Party this Weekend!
Jen Head Shot

Born and Raised in Long Island – Now at J.K. Financial, Inc.?

Raised in Long Island and after spending half of her college years in Pennsylvania and the remaining back in New York … the journey began…

After a multi-year stent in real estate with a family member, and then a two year advertising job representing a famous (and fun) rum – the Financial World of New York was calling…

Working her way up from a starter position in documentation at Deutsche Bank then on to  Option settlement … finally to end up at the High Net Worth phone bank (AKA High Maintenance Desk) – after six years a move was in the cards…

Ten – yes TEN years at HSBC in product control and dealing with the great financial crisis first hand… the two hour each way – EACH WAY – commute was too much, and a move to Dallas was in the cards.

With a spouse that formerly was a professional baseball player, now a fireman for an area town, Dallas is the new home of four years now.

Jen and Jeremy Hill have two children, both of which are now in a local elementary school and a much closer 10 minute commute from the office – whew

We welcome Jennifer “Jen” Hill to our firm!

Oh.. but wait there is another bit of information….

The introduction was made via a sport you all know we have family connection ….
Jen Hill

Jen is a on a tennis team that included Pam – such the intro –

Have a Great “Welcome Jen to J.K. Financial, Inc.” 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

Remodel – First it was OUR Office, then the Building … Friday

To start the summer off, as mentioned here, long time readers and regular visitors of the office know we happily upgraded our office to freshen … and …. well to upgrade …

Office Upgrades

In a TOTAL coincidence, we updated our office early in the summer, only to have our building renovate in matching updates … here are some of the progress pictures …

20180618_151502913_iOS

And if you pushed further into the building- it looked like this:

20180615_141542948_iOS

Yes, these pictures were taken in true paparazzi fashion …. these guys were very nice and did not mind….

For those that watched the Wednesday, October 2018 review, you received a glimpse in the form of a worker outside of the window …. now our building is being repainted and some REALLY loud noises are coming from outside … see for yourself…

20181030_145646668_iOS

Yea.. the paparazzi in me was out is full force again… thought you would enjoy… notice the phone is off the hook and a call is going while this occurs?

Real World Problems of course – Thought you Might need a laugh going into the weekend – On us … Enjoy …

Happy Friday !

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

“Video Week” Friday … Columbus Day Monday Bank/Postal JK Holiday, Local Cross Border Rivalry and Fair Reminder

Happy Video Week Friday!

The way the calendar fell this week, we ended up with back to back videos of the September Review, and then the Q 4 Newsletter Audio Video review, with a cameo appearance of Chacca the dog as he interrupted the recording of the Newsletter Video!

Hope you enjoyed…

Columbus Day Reminderthree-masted-sailing-ship-1280890__480

This is a unique holiday in that Capital Markets will be open (light trading) but most banks and the post office, as well as our office will be closed.

Since banks are closed, money will not move Monday, even with the Capital Markets open…

Those in the Dallas Fort Worth Area – do not forget – Texas V Oklahoma University is this weekend and the Monday Columbus day marks Texas State Fair Day for most of the surrounding schools – Be Careful out there, it will be great fun over the long weekend but lots of traffic unfamiliar with the area!

Enjoy your weekend and talk to you next week!

Have a Great “Columbus Day Weekend” 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 … No, Hardware of the Quarter Review … Streaming Devices … Firestick, Roku, Chromecast

Coming to your mailbox shortly (We know the novelty of a paper newsletter, but old is new!) is our App … no, hardware of the quarter.

This handy little device attaches to your HDMI connection of any screen or monitor and then pulls content in via your internet connection – Cool Stuff!

Roku/Chromecast/Firestick – Hardware of the Quarterwatch tv white-male-1847732__480

In our coming Newsletter we discuss in great detail our experience with the only of these devices we know, the Firestick ….

Here is our take on these devices:

  • Great Savings compared to just full service in many cases
  • Does not take as much internet speed as we thought
  • Bring your home on the road
  • Multiple devices used at once
  • Cuts back on duplicated services
  • Allows cherry picking services

Here is a great review of all these devices in much greater detail.

If you have not taken a look at any of these devices, it may be worth a try … you may find great savings and more flexibility!

Have a Great “Streaming Device” 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