Expert Advisors Archive

Back To Expert Advisors

Meet David Ranney

David Ranney: The Jesuit, for those who do not know, are a Catholic order of priests who specialize in education. Both at the high school level and ultra successfully at the college level. They have many mantras, most of which are “do your best”, “always strive for more”, and the biggest most important mantra is… Continue reading


Investing During COVID-19 with Rebalance’s Drew Pratt

Drew Pratt, Vice President of Investment Advice at Rebalance, discusses how to manage your anxiety as well as your investments during this volatile period. Drew is a Chartered Financial Analyst™ with over 30 years of experience. Prior to joining Rebalance, Drew spent over a decade at Wetherby Asset Management. During his tenure, the firm’s assets… Continue reading


Meet Drew

Drew Pratt: I grew up in a small town in Northern Wisconsin. My father was a doctor. He helped people out every day. That was just part of his work. And I lived in an environment where people help each other out. So that, I think, has become a passion for me over time, to… Continue reading

Sally Brandon -Rebalance vs. Robo Advisors

Rebalance vs. Robo Advisors

Sally Brandon on what separates Rebalance from your typical robo advisory firm. Continue reading

Sally Brandon - Rebalance's Fiduciary Standard

Rebalance’s Fiduciary Standard

Sally Brandon explains how Rebalance’s status as a fiduciary allows our firm to work for you, the client, and not for sales commissions. Continue reading

Rebalancing your portfolio helps you retire with more money

Rebalancing Your Retirement Portfolio

Vice President of Client Services, Sally Brandon, details why portfolio rebalancing is an essential aspect of retirement investing best practices. Continue reading

Sally Brandon, VP of Client Services, Rebalance

Leading Edge Investing At A Low Cost

Sally Brandon on the simple principles that allow Rebalance to give clients the best retirement investments at the lowest price. Continue reading

Financial planning gives you a sense of control over life

How Fees Impact Your Retirement Savings

Vice President of Client Services, Sally Brandon, on just how detrimental hidden fees can be to your nest egg savings. Continue reading

Joe Daly What Sets Rebalance apart

What Makes Rebalance Different

Team member Joe Daly on what sets Rebalance apart from traditional financial advisory firms. Continue reading