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.
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 »
Award-winning national wealth management firm Rebalance is pleased to announce that it has named Dan Mavraides as Deputy Chief Investment Officer.
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.
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.
Charley Ellis’ 24th Book, Great American Investments, expertly frames some of our nation’s best investment decisions throughout history.
Deputy Chief Investment Officer, Rebalance Dan Mavraides explains why behavior, patience, and long-term thinking matter far more than market forecasts, AI trends, or economic headlines.
Drawing on his experience as a former pro basketball player, Dan Mavraides, Senior Vice President of Wealth Management and Deputy Chief Investment Officer at Rebalance, knows firsthand that income doesn’t last forever. He encourages student athletes earning NIL money to save and invest early — because the power of compounding can set them up for lasting financial success.
Be vigilant: we- are seeing a rise in increasingly sophisticated cybersecurity scams targeting investors of all ages.
My longstanding clients George and Sue came to me with a dilemma. They found a dream home in Arizona that they hoped to purchase and live in long-term. Due to job constraints, they were not interested in selling their existing home in another state first to free up the capital to buy the new home. Since this couple would not be receiving proceeds from the sale of a home to cover the down payment on a second home, they came to me with the question: Where would we find the funds to make the purchase of this second home possible?
