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Chris Andrysiak

Accountant Feedback from Our Clients

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

February 25, 2025

Based on a Sensible Financial survey, hear how our clients work with and evaluate individual accountants and firms.

Estate Planning Feedback from Our Clients

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

December 19, 2024

The picture shows a standardized test answer sheet to represent the estate planning survey.

 [Learn more…]

How Much Do Other People Spend?

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

July 31, 2024

The picture shows a tiny home between two large ones since the article is about different spending levels.

 [Learn more…]

TIPS for Treasuries: Has It Worked? 

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

February 28, 2024

The picture shows the US Treasury building because the article is about TIPS and Treasury bonds.

In 2022, we strengthened client portfolios’ defenses against inflation by implementing a “TIPS for Treasuries” strategy. How did it go?

Growth and Income Investing

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

October 27, 2023

The picture is of seedlings sprouting to represent growth and income investing.

In growth and income investing, investment returns come from two sources, income, and capital appreciation or depreciation.

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.

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Phone: (619) 573-4131​

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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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