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.
Behavior Wins: Money In Focus Feature Article
Tag: Certified Financial Planning
A Longer Life Can Lead to Financial Concerns, and More Questions
At 97, Cathy Schuh’s father does Sudoku, the crossword, plays bridge weekly and is a whiz on the computer. The former chemical engineer and his wife, Ms. Schuh’s mother, live in an assisted living community in Illinois — they’re fortunate to have the help they need now that she, a former teacher, has dementia at 93.
The Conversation Nobody Wants to Have Until It Is Too Late
There is a question I ask every client who has not yet addressed long-term care planning, and it goes something like this: If you needed help with daily activities tomorrow, such as bathing, dressing, or managing medications, where would the money come from?
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.
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.
Matt Jude on the Importance of Discipline in Investing
When markets get rocky, the urge to sell and wait it out can be hard to resist — but Matt Jude, CFP® and Rebalance Vice President of Wealth Management, warns that trying to time the market almost always backfires. At Rebalance, Matt helps clients stay disciplined by being available to talk through the uncertainty and reassess their financial plan with current market conditions in mind.
Celebrating Excellence: Christie Whitney Named Top Female Advisor 2025
Rebalance is excited to announce that our very own Christie Whitney, CFP®, Vice President of Wealth Management and Director of Planning was recently named a $100M Club: Top Female Advisor 2025 winner by Investment News.
Rebalance Named Top RIA Firm by Forbes
Rebalance Selected by Forbes for Inclusion in its Prestigious 2025 Top RIA Firms List.
Lauren Simpson on Setting Financial Goals—Let’s Talk About Money
Money can feel like a taboo topic — but at Rebalance, talking about it openly is exactly what they do. From practical tips for young investors to helping clients align their financial goals with their biggest life dreams, Rebalance advisors act as coaches to help you make your money work for you.
Matt Jude on Investing for Student Athletes
As a former D1 swimmer, Matt Jude, CFP® and Rebalance Vice President of Wealth Management, knows firsthand how hard student athletes work to balance sports and academics. At Rebalance, Matt and his team help young athletes navigate the financial opportunities that come with their success — and set themselves up for a great future.
