Rebalance’s Christie Whitney talks budgeting, retirement savings, and inheritance protection with Ilyssa Panitz on her Divorce Hour segment.
Rebalance’s Christie Whitney on The Divorce Hour
Author: Aryion Petrelle
Hedging the Wrong Risk
Many investors have at least one account somewhere else; an old 401(k), a brokerage account opened years ago or an inheritance. This common occurrence is typically not intentional, and sometimes it is not even realized until I begin working with a client. Once we dive deep into the client’s assets, oftentimes these stray accounts are discovered; this is a recent situation I encountered with my clients, a married couple in their early sixties.
Achieving Financial Independence Isn’t a Solo Sport
Personal Finance is a team sport; make sure your team is solid, so your track to retirement is smooth and seamless.
– Dan Mavraides
5 Truths About Retirement That Retirees Wish They’d Known Sooner
No two retirements are the same; this article illustrates some interesting individual retiree perspectives.
$1.9bn Rebalance Promotes 3×3 Basketballer to Deputy CIO
Following the news of his exciting promotion to Deputy CIO, Dan Mavraides gave an extensive interview to CityWire; he discussed the intersection of basketball and investing in his career, and mistakes that investors should avoid when planning out their financial futures.
How to Build a Retirement That Actually Fits Your Life
History suggests that technological innovators tend to prevail, from the Roaring Twenties to the Age of AI — through index investing, we participate in the economic impact of that evolution.
Rebalance’s Sonja Breeding Named to InvestmentNews’ 2026 Top Female FinancialAdvisors in the US: $100M Club
Rebalance is excited to announce that our very own Sonja Breeding, CFP®, Senior Vice President of Wealth Management was recently named a $100M Club: Top Female Advisor 2026 winner by Investment News. This prestigious recognition honors exceptional women in financial advising who demonstrate professional excellence, industry leadership, and a strong commitment to their clients’ financial… Read more »
Rebalance Names Dan Mavraides as Deputy Chief Investment Officer
Award-winning national wealth management firm Rebalance is pleased to announce that it has named Dan Mavraides as Deputy Chief Investment Officer.
Rebalance Earns Four Prestigious Industry Honors
Rebalance, a nationally top-ranked wealth management firm, is proud to announce that it has recently received four significant industry honors, underscoring its leadership in financial planning, investment management, client service, and workplace excellence.
What the 1920s Can Teach Us About the AI Revolution
History suggests that technological innovators tend to prevail, from the Roaring Twenties to the Age of AI — through index investing, we participate in the economic impact of that evolution.
