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.

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!

08/07/2026

Happy Friday & Trivia Time!!! What are the earnings per share (EPS) for a company that earned $100,000 last year in after-tax profits, has $200,000 common shares outstanding, and $1.2 million in retained earning at the end of the year?
A) $100,000
B) $6
C) $0.50
D) $6.50
E) Ugh...A story problem & math...I'm out!

07/31/2026

Happy Friday & Trivia Time!!! The market price of a share of common stock is determined by....
A) Board of Directiors of the firm
B) Stock Exchange on which the stock is listed
C) President of the Company
D) Individuals Buying & Selling the Stock
E) Oh my...what's common stock?

07/17/2026

Happy Friday & Trivia Time!!! What is the practice of investing a fixed dollar amount into an investment at regular intervals, regardless of share price? (No Google Cheating)
A) Market Timing
B) Dollar-Cost Averaging
C) Asset Allocation
D) Diversificiation
E) Sounds like a money pit!

07/04/2026

Hope everyone has a great 4th of July Weekend! Happy 250th Birthday USA!

07/03/2026

Happy Friday & Trivia Time!!! This year the USA is celebrating its 250th anniversary on the 4th of July! What is the formal name for a 250th anniversary? (No Google Cheating)
A) Bicentennial
B) Semiquincentennial
C) Centennial
D) Sesquicentennial
E) My English / Latin is not my strong suit!

06/26/2026

Happy Friday & Trivia Time!!! Although we do not create wills, we help guide people in the planning process. If you do not have a will in place and you die, your property.....
A) Goes to your loved ones
B) Goes to your immediate family members
C) Goes to the State
D) Is distributed by the probate court according to state law
E) Probably goes to the US to fund social security

06/21/2026

On behalf of Buetow & Spitzley, we wish you a Happy Father's Day today! Enjoy your Day!

Address

2632 South 11th Street
Kalamazoo, MI
49009

Website

https://buetowandspitzleywealthmanagement.com/

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