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
https://greenupwealth.com/ 03-10-2012 14:55:29
194 Tweet
99 Followers
336 Following
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
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
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
Are interest rate cuts coming this week? What could it mean for investors? We asked GreenUp Wealth Management chief investment officer Daniel Greulich. #iamgreenup
How do The Fed's decisions impact your long term financial planning? GreenUp Wealth Management SVP/wealth advisor Kyle Barclay, CFP®, AWMA® shows us the widespread impacts of interest rates. #iamgreenup
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
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
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
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
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
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
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
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.
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
Are you able to stay focused on your long-term goals during market volatility? GreenUp Wealth Management SVP/Wealth advisor Kyle Barclay, CFP®, AWMA® is here with an important reminder. #iamgreenup
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…