New Recommended Broker: Interactive Brokers

Starting in June 2017, Interactive Brokers will be our primary broker for all Chrisilis accounts.  We have worked with Interactive Brokers for over 5 years managing accounts for our Snider Advisors’ clients.  In this time we have become more and more confident they will be an excellent broker for our Chrisilis clients as well. Interactive Brokers recently eliminated a quarterly …

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Snider Advisors Launches Chrisilis

After a decade of helping investors live dream retirements, Snider Advisors has created a new investment service to help those still saving for retirement to set financial goals and automate their investments on their way to wealth. Are you like millions who are searching for an automated solution to saving and investing to build lasting wealth for retirement, but don’t …

5-Minute Financial Plan

NEW: The “5-Minute Financial Plan”

In the wake of epidemic numbers of young Americans falling short of the retirement savings level recommended by most financial advisors, Chrisilis created a groundbreaking, new software that provides a clear snapshot of your financial picture, in layman’s terms. The status quo of financial plans is a thick, cumbersome report loaded with fancy charts, graphs, numbers and industry jargon that …

Chrisilis Image

Announcing…Chrisilis Website Redesign!

We’ve just completed a major redesign of our website, which provides an unparalleled, intuitive user experience. In our relentless pursuit of empowering investors to build wealth for a dream retirement, we imagined a concept that enables young professionals and families to make smarter decisions with their money, saving and investing it wisely, so they can build lasting wealth. Years of experience …

Retirement Account Basics

Katie Couric as Yahoo’s Global News Anchor created a great video on the basics of 401(k)s and IRAs.  Whether you are opening your first account or need a brush up on this confusing world, this video does a great job simplifying it. 401(k)s and IRAs

4 Factors Critical to an Accurate Investment Recommendation

Investment portfolios should not be built on a hope or a hunch.  They should be centered on 4 crucial factors: Financial Profile – simple profile data like age, income, and net worth start the foundation of a recommendation Time frame – Short vs. long-term directly impacts the amount of risk your portfolio can handle.  Keep in mind, time is an investor’s best …

Want to Get More Out of Your Investments

Minimizing cost is crucial when it comes to investing.  When deciding on an investment there is no reason to assume that you get more if you pay more.  Instead, every dollar paid for management fees or trading commissions is simply a dollar less working for you to earn a potential return.  The key point here is that—unlike the markets—investing costs …

Offering Financial Advice

Retirees Offer Financial Advice

In a recent survey released by HSBC, retirees list the best pieces of financial advice they’ve ever received. Start saving at an early age – this is simple and straight forward.  Participate in your company’s retirement plan from day one.  Each year, try to increase the percentage of your salary you save.  I believe you will have confidence in retirement …

Welcome To Chrisilis!

Welcome to Chrisilis, a financial advisor for the digital age.  We plan to bring smart, simple investment portfolios to the next generation of investors.   Trying to time the market and pick stocks has failed investors year-after-year.  We will design portfolios with Exchange Traded Funds (ETFs) that gives clients passive exposure to multiple asset classes as well as global diversification. …