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Chris Andrysiak

Mutual Fund Distributions: What, Why, and How?

by
Chris Andrysiak
MBA, CFP® - Senior Financial Advisor and Senior Director of Strategy

January 31, 2023

The picture shows a sign pointing to answers. It refers to the title asking about mutual fund distributions.

If you want to invest in mutual funds without getting hit with a big tax bill, you need to understand how mutual fund distributions work.

Do I Hold Russian Securities in My Portfolio?

by
Chris Andrysiak
MBA, CFP® - Senior Financial Advisor and Senior Director of Strategy

May 25, 2022

The picture is of the stocks listing of a newspaper to represent current events and the idea of Russian securities.

The situation in Ukraine began in late February, and some Sensible Financial clients have asked if their portfolios hold Russian securities.

A Sensible, Sustainable Approach

by
Chris Andrysiak
MBA, CFP® - Senior Financial Advisor and Senior Director of Strategy

February 28, 2022

The picture is of a green, succulent plant to represent sustainable investing.

There is a broad array of approaches to sustainable investing. Here’s how Sensible Financial is approaching it.

Sustainable Investing at Sensible Financial

by
Chris Andrysiak
MBA, CFP® - Senior Financial Advisor and Senior Director of Strategy

August 3, 2021

The picture of solar panels represents sustainable investing.

Sustainable investing has become more popular of late. What is it and how does it differ from traditional investing?

Market Impact, Dark Pools, Payment for Order Flow, and You (part 2)

by
Chris Andrysiak
MBA, CFP® - Senior Financial Advisor and Senior Director of Strategy

March 29, 2021

The graph represents stock trading and payment for order flow.

It’s hard to know precisely how much payment for order flow costs you. The way Sensible manages money makes those costs immaterial. How?

Market Impact, Dark Pools, Payment for Order Flow, and You

by
Chris Andrysiak
MBA, CFP® - Senior Financial Advisor and Senior Director of Strategy

February 25, 2021

The picture is of a dark pool, a consequence of market impact.

Have you seen “market impact”, “payment for order flow”, and “dark pools” in the news lately? What are they and how could they affect you?

Custodian Policy Changes Prompt Sensible Survey

by
Chris Andrysiak
MBA, CFP® - Senior Financial Advisor and Senior Director of Strategy

November 30, 2020

The picture shows the a person looking at survey results like the custodian survey we did.

When laws, regulations, or custodian policies change, potentially affecting our clients, Sensible’s financial advisors let them know.

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The FAFSA Simplification Act and Financial Aid

The FAFSA Simplification Act makes adjustments to the FAFSA. How will it affect your college student and their financial aid?

The picture shows an older couple hiking on a beautiful day to represent retirement and the SECURE Act.

The SECURE Act 2.0 and Retirement

The SECURE Act 2.0 builds on the initial SECURE Act of 2019, changing the retirement planning space, and increasing retirement flexibility.

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Waltham, MA 02453

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Phone: (619) 573-4131​

Disclaimer

This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

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