Tag Archives: Irebal

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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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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Posted in Donald Capone, In The News, Personal

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Congratulations, Donald “The Brain” … WELL DONE !

Posted on November 21, 2014 by | 1 comment

Yesterday while I was at the afore-mentioned two-day fire hydrant of company presentations and economic updates (more on that next week), what follows is more important. A call arrived to the office!

Donald “The Brain” Speaking at National event

The head of technology at our vendor, TDAmeritrade Institutional, has asked Donald to speak at THE NATIONAL CONFERENCE concerning very sophisticated systems used for portfolio management and rebalancing, called Irebal. irebal logo

This is a big deal!

  • About 4000 people will be at this event
  • Donald asked to explain how we implemented the systems (upon rollout he had it running in 48 hours)
  • Hope to help other advisory firms utilize Irebal in their practices (all friendly competitors)
  • Gentle software adjustment requests from Donald created the connection, and their understanding of his knowledge and ability (shhhh … I have known this all along ..haha … not kidding!)

This is a high-powered group of top-notch experts in the financial field, not a RA, RA session get together. It is a MAJOR honor to be speaking.

Donald…. Nervous yet ?… You will do fine… SUPER PROUD !   CONGRATULATIONS

Have great Friday and a super pre-Turkey day weekend!

John A. Kvale CFA, CFP

PS China ups the anti and Draghi jawbones …. more next week

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

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Posted in Clients/Clients Only, Donald Capone, Personal

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