Tag Archives: Donald Capone

Donald “The Brain” gets asked to be “Brain Date Ambassador” (Cannot make the name up) at upcoming conference … Well done and Congrats

Posted on October 7, 2022 by | Leave a comment

Newbies may not be in the know, so we will happily give a little brag to our resident “Brain”… Donald the Brain that is…

When first announced many years ago … new access to some extremely sophisticated portfolio software tools became available, after tons of due diligence … Donald was ready to take it under his wing and we were off to the races…

Word sneaked out of his use and knowledge by the developers and later he became a Beta user, The Brain was instrumental in trial runs of updates and changes in programming as well as new design directions and applications….

Total control of positions, taxes, possible tax scenarios, specific level basis control to mention a few were the platform features … in non- “Wall Street Gibberish” controlling risk in our investment portfolios and paying as few taxes as possible… is the main function of this software…

The Brain First Surprise

Here is an post from an event in 2018 — to give you a bit more granularity

The Brain Does At Again

Several years ago at an industry gathering of over 3000 folks in a western coast town, the key note speaker begins with a review of all the neat things that had happened during the year and those that were instrumental in developing these items…

32 minutes into the three day event, up pops … Guess who?

20170202_163108888_ios

A fellow professional tapped my shoulder, “Isn’t that your partner on the big screen?” “No he is at home this trip!” No, he was on the big screen talking of the use and adjustments of new portfolio tools…

The Brain as Brain Ambassador – Requested Yesterday

The inbox of Donald showed a request yesterday of being a coincidentally named “Brain Ambassador” have not gotten to the bottom of the request name yet but running with it for now….

Apparently someone still knows his knowledge of the platform!

“Would you be willing to have advisors have a Brain date at the conference and answer specific questions about the software?”

Honor and a pleasure…. yes of course he will…

Well done “Donald the Brain” autographs please….

Have a good day and Friday and enjoy your weekend…. Travels next week .. but will still be chirping here!

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

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Posted in Donald Capone, Education, Investing/Financial Planning, Personal, Tax Related

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Donald Capone aka “The Brain” Interviewed Again for his Expertise … Well Done “DC” !

Posted on November 10, 2021 by | Leave a comment

Those of you that have ever been on a call with “The Brain” (aka Donald) ….and have heard him clicking the keyboard doing scenario analysis, such as exact tax implications post a move as well as detailed allocations and historical analysis, may wonder how he has all of this information at a moments notice….

The technical name is IRebal, a super powerful portfolio and investment tool! Donald has mastered the program, helped update the views and also given valuable input on the most important future direction of the tool…..

Donald “The Brain” Gets Flattering Publicity

This is directly from a major industry publication Wealth Management

“The landing page [of the dashboard] tells you all the info you need right off the bat … and allows you to make that quick decision on a visual level and ask yourself ‘do I need to dig into something deeper?’ That ‘yes’ or ‘no’ just did not exist in the old view,” said Donald Capone, the main portfolio manager in the two-advisor shop of J.K. Financial, Inc. based in Dallas. In the older version, getting to that step required him to run a seperate query. 

He said that the firm used the right term when calling the re-design of the interface a “modernization.”

“It definitely looks like you would expect it to now—it’s doing the exact same thing we’ve been doing with it from the beginning but now it matches with what expectations are of what software should look like these days,” said Capone. That should make it easier for new users to adopt the tool, he said. 

“It looks more inviting, less daunting,” he said of the new grid interface, which allows advisors to drill down more deeply right from the screen without losing their place and having to navigate back. There are also improved filtering features and simpler navigation, he said.

Well done Donald, just great!

Have a Great “The Brain Does It Again” 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

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Posted in Donald Capone, Investing/Financial Planning, Personal, Quote, Retirement Planning, Tax Related

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Holiday Party RSVP Reminder … Slower Processing Near Year End … Time Change … Donald “The Brain” Shines Preview … Friday

Posted on November 5, 2021 by | Leave a comment

Our 25th Annual Holiday Party is shaping up to be great fun…. We have a neat surprise at the event, VR (Virtual Reality) for those that have not seen the possible future of meetings, gaming and communication… Thanks to the 14 year old for setting this up!

RSVP Deadline is Monday November 8, but we have a little wiggle room if you have reason for a late decision!

Slower Processing Time Warning

A while ago here, we mentioned the commencement of RMD’s (Required Minimum Distributions), next week these will occur in full force as we are detecting early softness in processing times, very similar to year end last year…

Do not wait till the last minute for any year end processing similar to the RMD i.e. Donations, contributions, time sensitive matters of any sort… there are still tons of remote workers in all parts of our transaction food chains….

Last minute processing will most certainly lead to added stress…. who needs that, so jump now and avoid the stress! We are heeding our own words!

Fall Back – Time Change

While not our favorite time of the year, being glass half full, with the Sunday November 7th time change, those morning outdoor workouts will be a bit brighter, of course as the expense of earlier sunsets….

Don’t forget to go to bed a bit earlier on Saturday night as your Sunday morning will come Fast Fast… heck, hardly any clocks need changing as most do it automatically,…. well Microwave and Car don’t but the trusted Cell and many other do!

Donald “DC” The Brain Shines Preview

Some of you call him the Wonder Kid, that fits too and he doesn’t mind at all….

You guys hear of my triumphs all the time, so certainly want to give “The Brain” his well earned cover as well…even though he probably would not have it if it was up to him…luckily I have the keyboard…haha (Maybe too much coffee this am .. sorry)

Next week, will include some national media “The Brain” has garnered from his continued expertise with some very technical portfolio tools that he has not only mastered, but been an important voice in the updates, changes and look of for future improvements…

Well Done and congratulations on the Recognition!

TGIF

With some travels under the belt, today, Friday feels nice…. looking forward to a recharging weekend….

Get ready though, back at it strong next week…

Enjoy your Friday and weekend!

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

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

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Donald “The Brain” At it AGAIN Early Next Year – Friday

Posted on December 14, 2018 by | Leave a comment

Those long timers know Donald W. Capone III, CFA as our portfolio manager, planner and industry respected technology person, such “The Brain” label… as well as a super father, to top it off…

It’s  human nature to take this all for granted occasionally – he doesn’t fly like super man you know — haha – kidding!

The Brain Does At Again

Several years ago at an industry gathering of over 3000 folks in a western coast town, the key note speaker begins with a review of all the neat things that had happened during the year and those that were instrumental in developing these items…

32 minutes into the three day event, up pops … Guess who?

20170202_163108888_ios

A fellow professional tapped my shoulder, “Isn’t that your partner on the big screen?” “No he is at home this trip!” No, he was on the big screen talking of the use and adjustments of new portfolio tools…

Sorry the picture is not better, but it was the best possible on such short notice ….

This time he doesn’t catch us off guard as he is expected to speak to a large group early next year as well as attend several round table Q and A’s !

Well done DC “The Brain”

Ahhh … today is a Friday, closing in on a Holiday Season, New Year and some much needed R and R family time for all… Enjoy 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.
jkfinancialinc
street-cents

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Posted in Donald Capone, In The News, Investing/Financial Planning

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Cyber Security Updates … New Tactics Update Again !

Posted on September 28, 2016 by | 1 comment

Last week Donald “The Brain” attended a half day update on the latest Cyber Security breach tactics. cyber-reg-pic

Latest Tactics and Safety Recommendations

  • Wifi Virus- Do not use ANY free Wifi if possible – We know it is not always possible to avoid, but tether your phone if that option is available
  • Free Apps- These are becoming more plagued with virus’ – You get what you pay for- be careful
  • Smart Appliances- Virus carrying that can affect your home network

An ahaa moment occurred when Donald explained how the first item above works. People are sitting at airports and naming their personal network “ABC Free Wifi” and after an unsuspected connection occurs, all data is open along with your password and log ins.

A family meeting occurred on the second point and all unused apps were destroyed along with an agreement for a review before any new apps are downloaded. Be fearful of small, unknown apps the most.

During the seminar an example was also given of a refrigerator somehow contracting a virus and spreading it to the families home network.

Best Recommendation

The best way to attempt to avoid many of these items are to just keep it front of mind. We are not asking you to be paranoid… technology is fun and SUPER helpful with our daily lives. With all the neat connectivity, flexibility and control, abuse is certain to occur.

With a little forward thinking and caution, we can all navigate our way through these waters safely.

Have a Great “Cyber Safe” Day!

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

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Posted in Cyber, Investing/Financial Planning, John Kvale, Personal

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Some WONDERFUL news … Our firm … Growing Again … Asher Gabriel Capone

Posted on December 17, 2015 by | 1 comment

How about this holiday present!

GREAT times – Wonderful News

Asher Gabriel Capone

7 lbs 11oz – 12-11-15 — Asher Gabriel Capone

Doesn’t get much better than that. Great times !!

Have a great weekend !

Congrats Donald and Randi !

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas,TX 75225

 

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Donald Capone – aka “The Brain” Honored Again!

Posted on November 30, 2015 by | 1 comment

Our platform vendor for managing assets is TDAmeritrade Institutional. They do a terrific job of helping us serve clients and offering a very low-cost platform that is non-proprietary and completely open, helping us act objectively, as a Fiduciary in an easy manner.

With multiple thousand fellow advisors using the platform, it is always flattering and an honor, when asked to help other advisors on how we utilize the platform – to better serve their clients as well!

Congrats Again – Donald – AKA “The Brain”

DC Irebal

Have a Great Monday!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

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Posted in Donald Capone, In The News, Investing/Financial Planning, Personal

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“The Brain” does Great …. Travels home

Posted on January 30, 2015 by | 2 comments

Getting away with fellow investment professionals, economists, CEO’s and specialized investment experts is always a blast. Yes we are nerds. A high point of the conference for me was non of these folks, all of which more information will be delivered in the near future. The high point of this event came from our very own.

Hollywood “The Brain” Does GreatDonald Capone TDA

Sneakily I sat in the crowd to listen to fellow professionals “uninhibited” comments. Happily they were terrific as Donald explained our use and implementation of several systems in great detail, but yet simplistically.

Donald Capone TDA

Oh…. Did I forget to say, after the roundtable, The Brain was asked to be filmed and interviewed for almost 30 minutes to help explain in even greater details our usage as a firm. Well Done!

Donald Capone Roundtable

Homeward Bound

As this is delivered, I am on my way home from a delightful trip where I had a wonderful time with some very long time friends in beautiful La Jolla and the afore-mentioned awesome interactions with professionals as well as Hollywood “The Brain’s” fabulous performance!

Landing well into darkness only to quickly travel to the new Perot Museum for a Y guys Friday night overnight in Museum sleepover awaits. No rest for the weary!

Talk to you next week, thanks for tuning in .. time to catch that plane!

John A. Kvale CFA, CFP

http://www.street-cents.com
http://www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

 

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Posted in Donald Capone, General Financial Planning, Personal

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Donald goes Hollywood …. Congrats

Posted on January 8, 2015 by | 1 comment

As mentioned recently, Donald Capone AKA “The Brain” was asked to speak at  our vendor event later this month.

Boom… Now A Press Release ? … Nice

From the press release today at 9 am :DCHeadshot

….. It’s one of the most important tools we use, because it lets us determine what needs to be rebalanced in minutes and then fire off trades. That’s powerful,” said portfolio manager Donald Capone of J.K. Financial Inc., a Dallas firm …..

 

Congrats Donald …  VERY WELL DONE …  Autograph please !!

John A. Kvale CFA, CFP

http://www.street-cents.com
http://www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

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