Kyle Barclay, CFP®, AWMA®

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

[GreenUp Wealth Management @GreenupWealth]

The fear of missing out can lead investors to chase trends and make emotional decisions instead of smart ones. In our latest video, @GreenupWealth SVP/Wealth Advisor @barclay_wealth breaks down the risks of “FOMO investing” and why staying disciplined matters.

#iamgreenup

[Kyle Barclay, CFP®, AWMA® @barclay_wealth]

@chalderman @JomboyMedia He was super cool with my chirping all game. 4th inning he walked over and commented about my chirp to Ben Rice ‘gotta watch the ball ALL the way to the bat, focus is key.’

[GreenUp Wealth Management @GreenupWealth]

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.

https://t.co/xYQDUSxxsf

[GreenUp Wealth Management @GreenupWealth]

The reality of today’s economy is nuanced.

Join @GreenupWealth Chief Investment Officer Daniel Greulich and CEO Tony Schmitt as they discuss going “Beyond the Outer Layer: Uncovering the Core Strength of 2026.”

https://t.co/vWygWLnmjq

[GreenUp Wealth Management @GreenupWealth]

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

#iamgreenup

[GreenUp Wealth Management @GreenupWealth]

Tax loss harvesting isn’t just a year-end tactic.

When done intentionally and built into portfolio construction, it can be a powerful tool.

@GreenupWealth wealth advisor Kelly Mercer e explains tax loss harvesting as part of the portfolio process.

#iamgreenup

[GreenUp Wealth Management @GreenupWealth]

Are you able to stay focused on your long-term goals during market volatility?

@GreenupWealth SVP/Wealth advisor @barclay_wealth is here with an important reminder.

#iamgreenup

[GreenUp Wealth Management @GreenupWealth]

If you're expecting a big tax return this year, it might be time to update your tax withholding rate.

@GreenupWealth SVP/Wealth Advisor @barclay_wealth explains how a small adjustment today could create more flexibility tomorrow.

#iamgreenup

[GreenUp Wealth Management @GreenupWealth]

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 @GreenupWealth CIO Daniel Greulich to break down what can be learned from the Atlanta Fed's latest "GDP Now" data.

[GreenUp Wealth Management @GreenupWealth]

It's never too late to start making healthy decisions - even during the holidays!

It's why @GreenupWealth teamed up with @1stPhorm for our Wellness Webinar Series.

Reach out to learn more!

#iamgreenup

[GreenUp Wealth Management @GreenupWealth]

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

#iamgreenup

[GreenUp Wealth Management @GreenupWealth]

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

[KSHB 41 News @KSHB41]

"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.

https://t.co/QX7Aw864Ji

[GreenUp Wealth Management @GreenupWealth]

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

#iamgreenup

[GreenUp Wealth Management @GreenupWealth]

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

#iamgreenup

[GreenUp Wealth Management @GreenupWealth]

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

#iamgreenup

[GreenUp Wealth Management @GreenupWealth]

How do The Fed's decisions impact your long term financial planning? @GreenupWealth SVP/wealth advisor @barclay_wealth shows us the widespread impacts of interest rates.

#iamgreenup

[AlphaFox @alphafox]

If the song 'Ironic' was written today: 🙌

[GreenUp Wealth Management @GreenupWealth]

Are interest rate cuts coming this week? What could it mean for investors? We asked @GreenupWealth chief investment officer Daniel Greulich.

#iamgreenup

[GreenUp Wealth Management @GreenupWealth]

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

#iamgreenup