Tag Archives: Server

Summer Office Technology Improvements … Friday

Each year, excluding last year, we tackle a technology improvement.

About a half a dozen years ago after too much coffee at a vendor related event on the West Coast yours truly came home with multiple technology improvements (New Vault, New Web site just to name a few) all at once, which turned out to be a hard lesson learned, and the team was not happy…..make darn sure the project is not too big!

New Server and Email System

Cyberspace, Data, Wire, Electronic

In a little over a week after reviewing all of our alternatives we have decided to upgrade our server and move our cloud-based email system to a new platform.

Our IT folks have already started the process of mirroring our old server to our new one and are readying the staging of the email.

We are assured this will go without a hitch; we hope to not hear the dreaded words we have heard before …

Wow I have not seen this before!”

The good news is we only have this project and not multiple projects as well as the hard-earned lesson of overcast caffeinated excitement.

Hopefully just steps forward and not back to go forward….

But that is a week or so away and this is a Friday almost dead middle of the summer.

Enjoy your day and your weekend …. Maybe even a little time off if the shoe fits!

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.



The Technology Week that was…..Are the Bulls in Trouble??

Just after pushing the send button earlier in the week about our new fancy dancy server the wheels started to wobble. Being about 90% there Monday afternoon, Tuesday we back pedaled to 20% – 30%.

Worst quote from the IT department

“I have never seen that before!”

On a good note going into the weekend we are 99% there now and running super fast and productively.

Have the Bulls given up some strength?

We think, maybe a little, but not too much…we are still skeptical of the enthusiasm, but it is too early to tell if the bears have the bulls in their cross hairs…..and it is summer!

Here is an interesting record notation from the Wall Street Journal’s Morning Money Beat

…..the blue-chip average has gone 108 trading days without a three-day losing streak, a string that dates to New Year’s Eve. It is the longest-ever streak in the Dow’s history….

Unfortunately it doesn’t really work in a straight line as you can see the statistical rareness of the current market trend from this new record above.

Please remember, if/when the record above may be broken in the other direction (most consecutive down days) that this too may change…..

But hey…these worries are for another day far from our fun summer weekend we are all about to hit.summer weekend

Have a Great Friday and a Super weekend!

John Kvale

8222 Douglas Ave # 590
Dallas, TX 75225

Server Update…Hiccups and all…Just now coming back on line

Just a few moments ago (9:26 am: 6-3-13 ) we began sporadically and slowly receiving our emails that were in the que from last Thursday (5-30-13).

We expect to be at full power in the next couple of days. If you have emailed something urgent and not received a response, please resend it.

As the migration from our old server continued over the weekend, it began to slow (I think it knew it was being replaced and she dug in her heels…haha)

Personal Client Vaults will not be up until later in the week, we will let you know when they are available. We do have full and new server fast access to client files and electronic information!

Lot’s to share this week so apologies in advance for the multiple posts that will be coming.

Have a Great Monday!

John Kvale


8222 Douglas Ave # 590
Dallas, TX 75225

IMPORTANT : Server Service; Handcuffed today at noon and tomorrow ALL day…Watching Rates…

Today (Thursday 5-30-13) at noon Dallas time, our old server will officially be resigned. We have greatly enjoyed the use and have no problems with it, only being long in the tooth, we wanted to get ahead of a possible “oh no!” day of no service….

Tomorrow (Friday 5-31-13) we will be off-line ALL day and going into the weekend.

During these times we will not have immediate access to client information, electronic vaults or email!

Our apologies for any inconvenience…thanks for the understanding.

Watching Rates Closely

We have crowed about interest rates…maybe too much…especially as of late, but they are on the rise and much quicker than many hoped. We will keep you posted as a super fast rise becomes a problem.

Have a great day!

John Kvale


8222 Douglas Ave # 590
Dallas, TX 75225

IMPORTANT Reminder, Server down 1/2 day Thursday (5-30-13) and All day Friday (5-31-13)

Just as a reminder, our IT folks will pull our old server off-line at noon Thursday, May 30th (two days from today) and we will not be back up until Monday.

We will NOT have email, vault, or client file information during this time. We will have complete access to account information and of course full trading ability.

Friday (31st) we have been encouraged to “stay out of the way” so we will be in and out of the office, but only to handle any questions our IT folks may have.

Sorry for any inconvenience, however we expect a more robust, new and powerful system on Monday…with of course a few hiccups along the way.

Have a great day!

John Kvale


8222 Douglas Ave # 590
Dallas, TX 75225