Kyle Barclay, CFP®

Senior Vice President | Wealth Advisor | Kansas City -- Kyle is a CFP® and has been in the financial services industry advocating for clients helping them reach their financial goals for over a decade. Prior to joining GreenUp Wealth Management in April of 2021, Kyle served clients as a financial advisor at a broker dealer and a registered investment advisor for 10 years. Before working in financial services, Kyle spent 8 years working in management for independent grocery stores across Missouri and Kansas always keeping a customer first mentality. As a leader in the grocery industry, he focused on enhancing each store’s customer experiences by tailoring each store’s product options, implementing new customer services, and training employees how to better understand how to best serve their customer in their respective departments.

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Articles By:

Kyle Barclay, CFP®

What’s So Special About Tax Planning?

Transcript Hi, I’m Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management. It’s that time of the year when just about everyone in America is busy doing what just about everybody in America hates to do: preparing and filing tax returns....

The United States Debt Ceiling

Transcript: Hello. I’m Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management. In this video we’re going to discuss the U.S. Debt Ceiling. Let’s imagine a scenario: Your income just doesn’t cover all of your expenses and you have...

What is a Bond and How Does It Work

Bonds 101: Principal, Maturity, and Interest You have probably heard of a bond and understand that it is a "safe investment" that should be held in most portfolios. Although people understand this premise, few actually know the mechanics of bonds and how they work....

Your 2022 Tax Preparation Checklist

It is tax time once again! Wouldn’t it be nice to get excited about taxes like many do for the Super Bowl? Could you imagine all the different tax jerseys fans might wear… 1099, W-2, 1030, K-1, etc.? The reality is that few of us get excited about tax...

Will the Super Bowl Result Impact Your Investment Portfolio?

In 1978 sportswriter Leonard Koppett discovered an odd coincidence between the Super Bowl winner and the stock market dating back to the first Super Bowl in 1967. Put simply, the indicator suggests that if an AFC team (Cincinnati Bengals in the 2022 Super Bowl)...

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