In The Media

In The Media
Celebrating Excellence: Sonja Breeding Named Top Female Advisor 2026
Sonja Breeding CFP®, CCFC
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In The Media
Rebalance Names Dan Mavraides as Deputy Chief Investment Officer
Dan Mavraides
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Rebalance Earns Four Prestigious Industry Honors
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Behavior Wins: Money In Focus Feature Article 
Dan Mavraides
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Rebalance's Dan Mavraides on Doctor in the Dugout
Dan Mavraides
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Managing the Risks and Taxes of Highly Appreciated Stock
Matt Jude, CFP®, ECA
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Rebalance Named Top RIA Firm by Forbes
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Leavey Executive Center Prepares Financial Planners for Silicon Valley’s Equity Compensation Economy
Matt Jude, CFP®, ECA
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A millennial couple who grew their net worth from less than $100K to over $1M share the 'house-hacking' strategy that made it possible
Lauren Simpson
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Tax Planning for Concentrated Stock Positions
Matt Jude, CFP®, ECA
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Get Financially Savvy – and Get Social!
Sonja Breeding CFP®, CCFC
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In The Media
It's a Good Time to 'Stock' Up
Burton G. Malkiel
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Rebalance’s Charley Ellis on PBS Wealthtrack with Consuelo Mack
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Renowned Investment Expert Dr. Charles D. Ellis Publishes his 21st Book, “Rethinking Investing”
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Rebalance Welcomes Top-Tier Financial Advisor Dan Mavraides
Dan Mavraides
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What to Do When Your 401(k) Leaves Something to Be Desired
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Mitch Tuchman Named Best-in-State Wealth Advisor By Forbes
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Rebalance Named Best Financial Advisory Firm By USA Today
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In The Media
Rebalance Named Top Wealth Manager By Silicon Valley Business Journal
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In The Media
Understanding Equity Compensation - Featured in Construction Outlook
Matt Jude, CFP®, ECA
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In The Media
Rebalance adds dynamic new team member - Matt Jude, CFP®, ECA - enhancing its talent and core competencies
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Inheritance: Navigating the Complexities
Christie Whitney, CFP®
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Should You Refinance Your Mortgage to Pay Off Debt?
Sonja Breeding CFP®, CCFC
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It’s Getting Even Harder to Save for Retirement. Here’s What You Can Do.
Christie Whitney, CFP®
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50 Years Later, Burton Malkiel Hasn’t Changed His Views on Indexing
Burton G. Malkiel
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It's Been a Wild Ride for the Stock Market. What is Next?
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A Roth IRA Works Harder for You in Retirement
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6 Ways Women Can Boost Retirement Savings
Christie Whitney, CFP®
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Rebalance Announces Appointment of Finance Innovator Kristi Craig, CFA to the Firm’s Investment Committee
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National Geographic Society Announces Two New Appointments To Strengthen Its Innovative Business Model
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Dental 401(k) Plans: Retire Sooner, and Avoid Costly Lawsuits
Scott Puritz
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Five Tips for Getting Your Financial House in Order
Christie Whitney, CFP®
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Rebalance's Better K Launch Highlights How 401k Admin is Changing
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What Is a Financial Consultant?
Sally Brandon
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Are Critics Right? Is It Time To Dump Your 401(k) Account?
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Lost Your Job but Still Have a 401(k)? Here’s What to Do With It
Scott Puritz
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Finding Investment Advice For More Modest Retirement Accounts
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How To Invest Your Nest Egg?
Scott Puritz
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Why it's Important to Remember What We Don't Know About Stocks
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New Safeguards for IRA Rollovers
Christie Whitney, CFP®
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Rebalance Wins the Schwab Pacesetter IMPACT Award™
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Financial Management After the Loss of a Loved One
Mitch Tuchman
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Six Questions to Ask a Financial Adviser About Fees
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Reconsidering Retirement
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Make sure your retirement savings last as long as you do
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Indexing Beats Wall Street 90% of the Time
Burton G. Malkiel
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Legendary Investment Thought Leader Charles Ellis Encourages Everyday Investors to Join The Index Revolution
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Financial firms embrace all-digital approach to managing retirement assets
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How Retirement Planning for Childless Couples Is Different
Sally Brandon
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Rebalance joins John Bogle in Launch of ‘Campaign for Investors’
Scott Puritz
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Thank you for making retirement investing safer for all Americans
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Hidden Mutual Fund Fees That Are Robbing Your Returns
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Rebalance On Bloomberg Radio
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Rebalance on NPR's Morning Edition
Scott Puritz
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Breaking Up Is Hard to Do… With Your Financial Adviser
Sally Brandon
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Why I Joined Rebalance - Charley Ellis
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How to Pump Up a Roth IRA
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Retirement Savings Options for Small-Business Owners
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Do Nothing, Make Money
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Charley Ellis On NPR
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Don’t Miss The Big Change In Portfolio Rebalancing
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3 Investing Rules To Rescue Your Retirement
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Tony Robbins
Mitch Tuchman
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Finding Investment Advice For More Modest Retirement Accounts
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Mitch Tuchman On CNN
Mitch Tuchman
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Investment Management Fees Are (Much) Higher Than You Think
Charley Ellis
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Pearls Of Wisdom
Jay Vivian
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Do It Yourself Investing
Mitch Tuchman
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