Investing with Purpose Articles for Financial Decision Making

Kyle J McCauley
Kyle J. McCauley APMA®, CRPC®

Kyle J. McCauley APMA®, CRPC®

Kyle is one of the Directors of Entrust Investment Services, Inc. Kyle has a fiery passion towards the financial services industry which shows up in the demands he makes on the time effort and energy being implemented on an individual investors’ behalf. Kyle first worked in the financial services industry as far back as 2006, although his focus was working with younger people at that time. In 2014, Kyle shifted his career focus to the needs of retirees and retirement planning where he helped to build a popular Retirement Planning Firm to more than $100 Million in assets. In 2022, Kyle made the transition to Entrust Investment Services, Inc. The goal was to broaden the availability of his Investment Strategies by making them available to other Investment Advisors. ​ ​Kyle holds a B.A. from Harding University, is a Chartered Retirement Planning Counselor (CRPC®) and an Accredited Portfolio Management Advisor (APMA®) through the College for Financial Planning. Additionally, Kyle holds a certificate as a National Social Security Advisor (NSSA®) and is also a series 66 licensed Investment Advisor Representative with Entrust Investment Services. Kyle has a strong commitment to family, both immediate and extended. Kyle and his wife Pamela were married in 2008 and have three daughters and a son. Together, they're actively involved in their church, and they have a hobby farm where they farm sheep, chickens, fruit trees, and have a very large garden!

3 Essential Tax Saving Tips for Social Security Filers

Discover three essential tax saving tips for individuals filing for Social Security benefits. Learn how to maximize...

Understanding Social Security Widow Benefits Eligibility

Discover how Social Security widow benefits work and who is eligible to receive them.

Early Bird Strategies: Strategies When Filing Social Security Sooner

Introduction Deciding when to file for Social Security benefits is a critical financial decision that significantly...

Build Your Own Fixed Indexed Annuity without the Annuity

In the quest for balanced financial growth, Fixed Indexed Annuities (FIAs) have emerged as a sought-after tool. Their...

Hedging Inflation through Stocks: Money Supply and Share Buybacks

Introduction Inflation, the stealthy eroder of purchasing power, is a concern for every investor. While traditionally...

Potential Pitfalls in Doing Roth Conversions

Roth IRA conversions can be an appealing way to shift retirement savings from a traditional IRA into a Roth IRA, which...

Understanding the Impact of Standard Deviation in Portfolio Management

Introduction: When investing, risk is synonymous with uncertainty. When building a portfolio, adding risk introduces...

Annuity Fine Print - A Brief Overview

Annuities are financial products designed to offer a steady stream of income, usually for retirees. While they can be a...

Mastering Bond Ladders: A Route to Stable Portfolio Income

Introduction If you're nearing retirement or simply in search of a more conservative investment strategy, building a...

Retirement Income Insurance as a Strategic Planning Decision

Introduction Retirement marks a significant life transition, one that promises the freedom to explore, relax, and enjoy...
Educational Content

Individual Planning is Available

We hope that you're finding valuable insights and resources from our team here in the articles section of our website. If you think that you could use some individual planning for your specific situation, our team would be happy to visit with you to discuss what you're thinking.

Meet with Our Team

Something spark your interest? Did you read something that you are thinking might be a good fit for you? Meet with one of our team members to learn more.