Tag Archives: Donald the Brain

West Coast Conference Update – Donald “The Brain” Shines – JK Almost ends up on CNBC – Friday

The conference kicked off Wednesday afternoon in full force.

Donald “The Brain” Wife, and Youngest FINALLY arrived after the first leg of their flight was cancelled…. New connection through Phoenix –  no that will not work, connecting flight already departed … Connection, and layover in Vegas works – Finally arrived…

Opening Ceremonies

Early yesterday the conference officially began…

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Opening ceremonies are always cool!

TDA San Diego Opening 2

Donald “The Brain” Shines

Later in the day, a full room of folks looking to gain knowledge of the systems “The Brain” knows well…

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A question from the audience near the middle of his TWO HOUR event!

Almost on CNBC

Meanwhile, yours truly, while searching for the Video shoot area … stumbled confidently into a live, on-sight CNBC interview –

“Hey, do you have a 10:30 am slot scheduled?”  “Yes we do, get ready!”

Just as the make up person was about to hit my face and the camera crew were adding a mic, a discovery was made that I WAS NOT the next guest, but merely in the wrong place… go figure…

Thought that host looked familiar…

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Glad to announce, lots of great items to bring back from the trip….

Today …. late, we end up back home – Glad to be away …  Glad to be back…

Have a Great Friday – We will try to stay off accidental live TV today!

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

Preview: Donald “The Brain” On Deck Speaker – History of Our Software – Annual Conference of Thousands – Travels

Mid-week, we (DC and I) travel to the West Coast for an annual gathering of thousands of our peers, along with consultants, asset firms, and as many technology firms that you could shake a stick at…. with a new cell phone (and more importantly camera and battery), twitter followers ( @johnkvale ) can check some pictures that will be posted – and of course we will have items here as well… hopefully later this week….

A History of Planning Technology

Technology allows great things as most everyone knows. Over the last several decades, the Financial Planning and Portfolio Management process has adopted technology… as has our firm.

Originally the seemingly unstoppable power of Excel continued to improve speed, make for greater accuracy, and ever detailed specifications.

As a firm, we gravitated from the powers of Excel (Once upon a time this was done with pencil and paper – we know some that still do it this way today!) on to a heavy server burdening system, then on to a slightly lighter in house/on-line system, finally to the web based/full on-line systems (each time with much heartache and heartburn.)

Enter Donald “The Brain

Donald “The Brain” On Deck this WeekDonald Capone

With an almost from scratch to modern day software background as mentioned above  – Excel to server/web/cloud systems, Donald, who has always been in charge of this, immediately understood the challenges, necessary views, and possibilities when an all-new, completely cloud based on-line system became available.

As a Beta tester, and later almost a technology consultant (offered up enhancements that were eagerly accepted) Donald has been a go-to person for our modern day software and the firm that created it!

In the spirit of helping as many as possible, Donald will be on panels during the annual conference this week helping fellow advisors understand the power, simplicity, accuracy and productivity enhancements that we utilize, much to our software providers pleasure.

It is a great honor to be asked to do this before thousands of your peers- Well Done DC!

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We know what your thinking … big party that you get to write off the expenses? Once upon a time many years ago – maybe! NOT TODAY – showing our age I guess…haha

Today, we have a working list of items to review with various providers (all of the team has been gathering wish lists and needed understanding items for the last month from each perspective), multiple meetings as soon as we hit the ground, specific questions from you guys/clients in the field on certain subject matters, as well as a full schedule of planned viewing of panels of others, that we are not specialists in!

Several years ago, while solo and a morning of too much coffee, multiple new items were agreed upon and contracts signed ( i.e. New Web site provider, other tech services). Upon return, the gang was NOT happy (sorry guys) as we tried to digest everything over the next several months… we have learned to keep things bite size, but we will certainly stay informed!

Look for an informative post on Wednesday as we travel, then likely a brief post of Friday as we make our way back home, with frequent twitter posts and likely a deluge of posts here once we get our feet back on the ground …. stay tuned – Can you tell we are excited and ready to go?

Have a Great “Inform and get informed” Day/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

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

 

Exciting Week Out West

Each year we are inundated with options for seminars, vendor conferences, gatherings and study groups.

With careful consideration, most of this week is allocated to going west out of state for a jammed packed schedule conference.

Conference from our Institutional Vendor

  • Visiting with at least 8-10 fellow professionals
  • Multiple technology vendor meetings
  • Capital Market and Economic update
  • Collaborative insights
  • Latest Trends and future developments

Are just a few things on the schedule.

For those with great memories.. you may recall, Donald “The Brain” was a major speaker a few years back at this event… All good stuff !Donald Capone Roundtable

My intention is to bring you updates, live from the ground out west…….. If time does not permit… catch up articles will certainly find their way to our posts !

Have a Great Monday!

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

 

401k Reminder – Friday – Travels Abound

Tis the season for many new and replacement investment options for 401k plans. While our fancy New Vault, which we are still establishing connections does a fantastic job of reporting, it has one catch.

401k:  New Options = Needed Review401k

Be sure to let us know if you have a new investment option in your 401k. ESPECIALLY important to let us know if your current option is being replaced with a new fund.

We will do a complete analysis to determine the appropriate action.

Hat-tip GA from the field …thanks for the reminder of the season!

Friday – Travels

Next week starts a two week trip out of the state for business, friends, family, tennis, Newsletter creation, and lastly a little R & R.

Expecting to be heavily tethered next week, but as a family favor lightly tethered the following week.

Always connected

…. Oh, some terrific articles coming here too…one VERY IMPRESSIVE research related post from Donald “The Brain” that we have never seen completed…such the research and neat findings.

But …. that is all next week, and today is a Friday, heading into a summer weekend! ENJOY!!!

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

 

Draghi Comes Through … Hollywood (The Brain) on Stage Next Week …. Travels

Mario Draghi, the European Central Bank President (think Janet Yellen of collection of European countries bound together forming the Euro) made a splash in his speech. Cleverly, he instituted Quantitative Easing (QE), asset purchases to spur the economies in an amount greater than a leaked level earlier in the week.

Markets applauded… now let’s show them the money !

Perception can become reality. The ECB wants growth, and will not stop until they get it …

A positive result would be good for the World economy!

Donald “The Brain” AKA Hollywood takes the stageDCHeadshot

Next week Donald gets to show his stuff in front of a terrific group of fellow advisors. In true Hollywood form (career is taking off) he has been asked to do a 30 minute video too !  Wow…  U Da Man! Well Done

Travels

The afore-mentioned event will take us both out of the office (not to worry, separate planes!) most of next week.  Thanks to technology and Cathy here on the ground we will not miss a beat.

Have a great Friday and enjoy your weekend.

John A. Kvale CFA, CFP

PS Tons to talk about.. trying not to overwhelm, but no promises…haha

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

 

Brief Friday Update … The Future …

Today I will be out at an event, however, Rich is finally back at the office and Cathy will return from her beach trip on Monday. It has been a very interesting week here. My family has noticed an extra amount of words from me each evening do to the void.

The Future of J.K. Financial, Inc.

Bulls are good and bears bad in the investing world …… Following in his father’s footsteps “Donald the Brain” …. “Isaac the Brain Jr.”

A picture worth a thousand words ! He is growing fast and already working on regression models … maybe!!

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Have a great weekend and see you next week at full power!

John A. Kvale CFA, CFP

PS Get ready for Interest Rate Talk. 10 year Treasury…WOW!

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