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?

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.
November 2021 Financial Planning and Capital Market Review – By John Kvale
Hello and Welcome to our November 2021 Financial Planning and Capital Market Update!
If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video!
Newbies –
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets thoughts and current events!
Hope you enjoy!
Break In: The Brain is at it again….
Some very nice publicity for Donald, aka “The Brain” here in this post along with a neat link to the industry article.
November 2021 Video
YouTube
Financial Planning Tip(s)
New Retirement Limits
In this post titled “401k Plans Year 2022 Limits ($20,500 + $6,500 Catch Up), IRA Stay Same ($6,000 + $1,000 Catch Up) … Hmmm?” We go over the new limits and discuss why the catch up provisions are staying the same… the Hmmm part!
We go over not only the 401k and similar limits, but also the IRA and Roth limits and catch up provisions as well.
All of this from a handy IRS announcement found here at this link.
Capital Market Comments
TSA Throughput Update
One of our favorite monitoring of information is the individual TSA numbers that check passengers at the point of entrance.
Here in this post we discuss the latest updates and take note of the TSA’s new easier to graph for us, formatting… NICE!
Have a Great Day, Talk to You at the End of December!
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 Audio, Clients/Clients Only, General Financial Planning, In The News, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Video
Tagged Donald Capone III CFA, Donald the Brain, Retirement Limits, Retirement Planning, TSA Throughput