Leadership & Team
Tyler
Krzciok
Senior Advisory Business Consultant
Contact Information
Recent Posts
What’s Trending: 2025 Market Recap and 2026 Outlook for Advisors
In this episode, host Tyler Krzciok recaps the resilience of 2025 despite rising rates, trade tariffs, and a historic government shutdown. Discover which sectors drove S&P 500 growth, why commodities like gold and silver soared, and what themes underperformed. Then, look ahead to 2026: the indicators to watch, sectors with opportunity, and how top advisors are approaching client conversations. From AI and automation to diversification and formulaic investing, this episode is packed with insights to help you stay disciplined and focused on long-term success.
Direct Indexing Explained: How Advisors and Investors Benefit
What if you could track an index, customize your portfolio, and reduce taxes - all at once? That’s the goal of direct indexing, a strategy gaining traction among advisors and investors alike.
Leveraging Financial Planning Technology to Instill Client Confidence
Have you heard about the Luckys and the Unluckys? These fictional couples serve as an illustration of how timing can impact retirement plans.