Kyle Barclay, CFP®, AWMA® (@barclay_wealth) 's Twitter Profile
Kyle Barclay, CFP®, AWMA®

@barclay_wealth

Husband, dog Dad, goals based financial planning, taxes, intentional financial freedom, data devourer, kindness triumphs, opinions are my own, tweets ≠ advice

ID: 859820178

linkhttps://greenupwealth.com/ calendar_today03-10-2012 14:55:29

194 Tweet

99 Followers

336 Following

GreenUp Wealth Management (@greenupwealth) 's Twitter Profile Photo

As we approach the close of a successful corporate earnings period, some investors are asking, "How long can a bull market last?" We asked GreenUp Wealth Management chief investment officer Daniel Greulich to provide historical perspective. #iamgreenup

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We're halfway through the third quarter, so where does the economy stand? We asked GreenUp Wealth Management chief investment officer Dan Greulich to explain how a single number can give us an idea. #iamgreenup

GreenUp Wealth Management (@greenupwealth) 's Twitter Profile Photo

The end of summer is a great time to check in on your budget. Are you leaving enough room for freedom? GreenUp Wealth Management SVP/Wealth Advisor Tony Marquez explains why those "one-offs" might not be what they seem. #iamgreenup

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The IRS has issued new guidance for 401(k) plans starting in 2026 - do you understand how it could impact you? GreenUp Wealth Management SVP/Wealth advisor Brad Skluzacek explains why the latest adjustment could be a reason to revisit your financial plan. #iamgreenup

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Are you "planning" for your legacy? GreenUp Wealth Management VP/Wealth Advisor Dennis Goodwin has an important message for farmers and ranchers about seeing beyond the land. #iamgreenup

GreenUp Wealth Management (@greenupwealth) 's Twitter Profile Photo

What can we learn from "Riding the Wave" of market cycles? GreenUp Wealth Management CEO Tony Schmitt and chief investment officer Daniel Greulich discuss historical patterns and where we are now. #iamgreenup

KSHB 41 News (@kshb41) 's Twitter Profile Photo

"Becoming aware with your plans, and then running the numbers," says Tony Marquez, Senior Vice President and Wealth Advisor at GreenUp Wealth. It's time for open enrollment. KSHB 41's Elyse Schoening shares tips from a financial advisor. kshb.com/news/local-new…

"Becoming aware with your plans, and then running the numbers," says Tony Marquez, Senior Vice President and Wealth Advisor at GreenUp Wealth.

It's time for open enrollment.

KSHB 41's Elyse Schoening shares tips from a financial advisor. 

kshb.com/news/local-new…
GreenUp Wealth Management (@greenupwealth) 's Twitter Profile Photo

Do you understand how the U.S. Yield Curve works and why it's important to investors? We asked GreenUp Wealth Management Chief Investment Officer Daniel Greulich to explain the widespread impacts and what to watch for. #iamgreenup

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As 2025 winds down, now’s the perfect time to take a fresh look at your 401(k). As GreenUp Wealth Management SVP/wealth advisor Brad Skluzacek explains, a few smart moves today could set you up for a stronger tomorrow. #iamgreenup

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It's never too late to start making healthy decisions - even during the holidays! It's why GreenUp Wealth Management teamed up with 1st Phorm for our Wellness Webinar Series. Reach out to learn more! #iamgreenup

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Tax loss harvesting isn’t just a year-end tactic. When done intentionally and built into portfolio construction, it can be a powerful tool. GreenUp Wealth Management wealth advisor Kelly Mercer e explains tax loss harvesting as part of the portfolio process. #iamgreenup

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As tax documents start rolling in, staying organized early can help you stay ahead, avoid surprises, and make smarter decisions. GreenUp Wealth Management SVP/Wealth Advisor Brad Tatar shares a few simple ways to stay on track this tax season. #iamgreenup

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Real-time GDP tracking gives us insight into if and how fast the economy is actually growing right now - not months later when official reports are revised. We asked GreenUp Wealth Management CIO Daniel Greulich to break down what can be learned from the Atlanta Fed's latest "GDP Now" data.

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If you're expecting a big tax return this year, it might be time to update your tax withholding rate. GreenUp Wealth Management SVP/Wealth Advisor Kyle Barclay, CFP®, AWMA® explains how a small adjustment today could create more flexibility tomorrow. #iamgreenup

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As we enter the second quarter of 2026, geopolitical conflict and market volatility are commanding investor attention. Read about why GreenUp Wealth Management believes peeling back the layers reveals a path toward growth, not away from it. thinkwealth.io/first-quarter-…

GreenUp Wealth Management (@greenupwealth) 's Twitter Profile Photo

The reality of today’s economy is nuanced. Join GreenUp Wealth Management Chief Investment Officer Daniel Greulich and CEO Tony Schmitt as they discuss going “Beyond the Outer Layer: Uncovering the Core Strength of 2026.” thinkwealth.io/quarterly-mark…

The reality of today’s economy is nuanced. 

Join <a href="/GreenupWealth/">GreenUp Wealth Management</a> Chief Investment Officer Daniel Greulich and CEO Tony Schmitt as they discuss going “Beyond the Outer Layer: Uncovering the Core Strength of 2026.”

thinkwealth.io/quarterly-mark…