Tag Archives: TDAmeritrade

Merger Approved, Expecting Minimal Changes… Multiple Conventions …. Friday

This Tuesday, October 6, 2020 the TDAmeritrade/Schwab merger was approved by the regulators …. it’s a big merger, hence the time for final approval…

As they say, now the real work begins… we expect mostly transparency and behind the scene actions for the next 12-18 months…

Coincidentally and with good timing, the big annual convention is all on line and later this month…. any interesting findings will certainly be shared…

Speaking of convention, ANOTHER convention (NAPFA), we have never attended, has gone virtual … at the end of the month has garnered our attendance as well…

Ahhhh… but today is a Friday, heading into an early October weekend…. nice and cool here, with an injured tennis player, home for a few….

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

DOJ Approves Merger, Great News for The Brain …. Sports is starting (Big Weekend) …. Shark Week begins too … Travels … Friday

As mentioned here, TDAmeritrade and Charles Schwab agreed to merge early on in the year, (wow that seems like a long time ago- digressing) and due to government regulations, the DOJ (Department of Justice) needed to bless the deal – antitrust thoughts – too big, monopoly questions … it was on hold!

DOJ Approves – Brain in the Driver’s seatDonald Capone

Good News …. the deal was approved, and even better news for The Brain, as noted here and here, is an expert with a very special portfolio management and trading technology, which the combined companies announced this week would be a part of the new joint effort.

Not only that, but The Brain is already a part of a new Beta group, which had gone silent… (likely to start up again) to integrate even more features which The Brain will be a major advisor….

Well Done Donald!

Sports Starts = A Full Weekend! Golf, Basketball, Baseball, Football

Long time followers know, that while the family is a total Tennis nuts and crazy family, your’s truly was a collegiate golfer, helping pay for three years of college via scholarships.

This weekend, a Major Championship on the favorite West Coast time makes for the perfect late evening … Sunday night viewing of the final nine of the Tournament.

Basketball (NBA) continues it’s fast tracking season with only a few more games until the abbreviated playoffs.

But don’t stop there …. Baseball (MLB) after a few scares, missed games due to infections and paused events, seems to be back on track….

NFL  …. professional football start more workouts in full force too !

Shark Week Starts – A Family FavoriteShark Week Logo

Sunday night, hopefully just after a fantastic final Golf Championship concludes,  a family favorite begins…

Break in, coincidence or not? – After a few years of moving to earlier calendar (family dislike) it is now back to early August – Ok … digressing again…

SHARK WEEK 

Discovery Channels Shark Week commences at 8 PM Central Sunday Night and airs until the following Sunday….

In a hitting home on some programs … Jen at the office mentioned an unusual occurrence in her home town of Long Island, that we both think are a part of the special…

Friday Travels

If you are still with me (THANKS)  … long post for a Friday – much appreciate your time, you may recall a few special events for the Mrs. – will be out next week but tethered electronically …. and already have some very interesting Economic and Market News to speak of – tease tease – nerd nerd too!

Ahhhh….. but it is a Friday, enjoy your day, your weekend, your friends and family and chat with you next week from afar!

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

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

 

 

Congratulations, Donald “The Brain” … WELL DONE !

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