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.

$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 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.