Buetow & Spitzley Wealth Management

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United States
Kalamazoo, MI
Buetow & Spitzley Wealth Management

We have been serving our clients since 1981, providing financial
planning and investments.

10/16/2026

Happy Friday & Trivia Time!!! Today is National Boss's Day, but I'm sure you already knew that and got your boss a gift!?! Better yet, select the best answer on who & when Boss's Day was formed (No Google Cheating):
A) It was created by a group of corporate CEO's to boost office & managers morale by having their team celebrate their boss in 1943.
B) Hallmark introduced specialized "Boss's Day" cards in 1961. The trend caught on & now it a holiday!
C) Patricia Haroski registered this holiday in 1958. She worked for State Farm Insurance in Chicago and picked Oct. 16th because it was her father's birthday who also was her boss.
D) Mick Jagger created the song "She is the Boss" in 1985. The song is about gender role reversal and soon after registered this as a holiday.
E) Oh great, now I have to run out on my lunch break & get my boss something! :)

10/09/2026

Happy Friday & Trivia Time!!! The last inflation rate in the US was 3.4% as of August 2026 and has been climbing over the year. What does this mean or what is "inflation risk?" (No Google Cheating)
A) Lower prices will increase the real purchasing power of your money over time.
B) Rising prices will reduce the real purchasing power of your money over time.
C) Cash is the only safe asset against inflation risk
D) Inflation risk only matters to retirees or people living on fixed incomes.
E) I think it just another number that Financial Advisors track.

10/02/2026

Happy Friday & Trivia Time!!! Neither John or I are huge Bitcoin fans nor do we recommend too much exposure inside investment portfolios. On May 2010, Laszlo Hanyecz completed the first documented purchase using Bitcoin. What did he buy for 10,000 Bitcoins? (No Google Cheating)
A) A used Ford F150 Truck
B) A website domain name
C) Two Papa John pizzas
D) A new high end laptop computer
E) Whatever he bought, it probably wasn't a good investment since 1 Bitcoin today is worth over $84,000!!!

09/18/2026

Happy Friday & Trivia Time!!! The first Credit Union was started in Germany in 1852 and soon after came to the USA. Where was the first Credit Union in the USA? (No Google Cheating)
A) Manchester, New Hampshire
B) Boston, Massachusetts
C) Detroit, Michigan
D) Philadelphia, Pennsylvania
E) Anchorage, Alaska - I believe became a state shortly after 1852?

09/11/2026

Happy Friday & Trivia Time!!! Did you know there is a gift tax if you give a person too much money? I just got off the phone with a client who was surprised by this! Do you know how much money you can gift a person without paying a federal gift tax in 2026??? (No Google Cheating)
A) $15,500
B) $19,000
C) $25,000
D) $42,000
E) I do whatever I want....it's my money!

09/07/2026

On behalf of Buetow & Spitzley, we wish you a Happy Labor Day! No matter what your profession....Thanks for all your hardwork throughout the year!

09/04/2026

Happy Friday & Trivia Time!!! We have clients who we help manage their UTMA (Uniform Transfers to Minors Act) accounts on behalf of their children or grand children. What statement is false regarding UTMA account?
A) The parent remains in control even though the child is legal age.
B) The child takes control of this account once they are legal age.
C) All investment earnings are taxed to the childs Social Security #
D) No contribution limits
E) This money can be used for 1st home, car, education, going to Las Vegas and betting it all on red!

08/28/2026

Happy Friday & Trivia Time!!! We set retirement goals for our clients and a big part is how to structure income in retirement. A retiree withdraws 4% from a $1,000,000 portfolio. If inflation is 3% what would the inflation-adjusted second year withdrawal be?
A) $40,000
B) $41,200
C) $42,000
D) $43,000
E) Who cares about inflation....if I had $1,000,000, I'd pull $100k per year!!!

08/21/2026

Happy Friday & Trivia Time!!! In bond investing, which statement is true regarding the relationship between bond prices and interest rates when buying or selling a bond?
A) As interest rates rise, bond prices also rise
B) As interest rates rise, bond prices fall
C) Interest rate changes have no effect on bond prices
D) As interest rates fall, bond prices stay the same
E) I thought they always paid 8% interest rates

08/14/2026

Happy Friday & Trivia Time!!! What is the primary purpose of portfolio diversification?
A) To guarantee at least a 8% annual return on investment
B) To spread investments across various asset classes to reduce risk
C) To completely eliminate all market risk
D) To concentrate funds into high growth tech stocks
E) To give John & Brian something to do while drinking their coffee!

Address

2632 South 11th Street
Kalamazoo, MI
49009

Website

https://buetowandspitzleywealthmanagement.com/

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