Tag Archives: Donald Capone

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

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

Cyber Security Updates … New Tactics Update Again !

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

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

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

 

Donald Capone – aka “The Brain” Honored Again!

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

“The Brain” does Great …. Travels home

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

 

 

Donald goes Hollywood …. Congrats

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