Charley Ellis’ 24th Book, Great American Investments, expertly frames some of our nation’s best investment decisions throughout history.
A Review of Great American Investments
Author: Aryion Petrelle
Behavior Wins: Money In Focus Feature Article
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.
Dan Mavraides on College Athletics and Saving for Retirement
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.
Retirees Are More Vulnerable to Cyber Scams—but Not for the Reasons You Think
Be vigilant: we- are seeing a rise in increasingly sophisticated cybersecurity scams targeting investors of all ages.
Funding a Second Home Without Selling the First Home
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?
Rebalance’s Dan Mavraides on Doctor in the Dugout
Rebalance’s Dan Mavraides talks sports, retirement, and NIL with Dr. Beyer on his Doctor in the Dugout podcast which aired on the Los Angeles Angels’ AM830 radio station.
Lauren Simpson on Investing for Student Athletes
Rebalance CMO Lauren Simpson has a message for young athletes coming into NIL money: that windfall could buy you a car, or it could buy you the freedom of time. By investing early and letting compounding work in their favor, she says student athletes have a rare opportunity to set themselves up for a future on their own terms — and Rebalance is here to help make that happen.
Four ways financial advice delivers true value
Vanguard research has revealed four pillars of value that financial advice can provide—and the top one delves deeper than portfolio returns.
What’s the value of hiring a CFP? This might be the best estimate
Independent research continues to show that working with a Certified Financial Planner adds significant value to one’s financial planning journey.
It’s Time to Rethink the Standard Investment Advice. But Not Too Much.
During stock market volatility, stay calm and stick to what has been historically successful: building a foundation based upon broad-based stock index funds.
