FIELD NOTES
  • RISK ASSESSMENT RWA provides clarity to our clients and allows us to easily communicate with them about where their portfolio is in…
  • FINANCIAL TIPS Do you have too many logins for financial institutions? Take a look at the financial tips video to see how…
  • QUARTERLY REVIEWS The Quarterly Review Process shapes the client experience at Rubin Wealth Advisors. Take a look at the video to see…

Blockchain for Dummies

    By Andrew Rubin   Blockchain is a foreign word for many. Most have never heard it, and some who have heard it have no idea what it means or how it works. While the programming behind blockchain may be complicated, the consumer’s view is easy to understand. There are public and private blockchains, […]

Want more security and privacy? Use Cryptocurrency

    By Andrew Rubin   During the past year, Bitcoin has captivated the world. With wild fluctuations in price, the world’s most well-known cryptocurrency has made many investors rich by trending exponentially upward against the U.S. dollar. And while Bitcoin has had issues, it also has potentially sparked a revolution that could change transactions […]

Just the Beginning – My Journey At RWA

    By Austin Tanner   Every day at Rubin Wealth Advisors, I find myself learning something new. When I first joined the team, I had no idea what to expect because I was still in the process of learning the financial industry.  After my initial interview with Bob Rubin, I was offered and accepted […]

Is your financial portfolio too risky? Don’t make another financial decision until you know.

    By Chad Capraro   Rubin Wealth Advisors strives to continually raise the bar on the products and services we provide our clients. We have recently added several significant services, including our most popular addition: Riskalyze, a portfolio analysis and risk assessment tool. Prior to leveraging Riskalyze to analyze risk scores, we used risk […]

From Intern to Financial Advisor – My Journey at RWA

    By Chad Capraro   As my Junior year came to a close in May 2016 at Florida Atlantic University, I was ready to start looking for internships to prepare me for my future. I was double major in Finance and Management Information Systems and was looking for an opportunity that would let me […]

Why the classes you take in High School matter.

    By Chad Capraro   The cost of going to college continues to rise and cause financial stress on families that have children that want to go to college. Nowadays, just saving for your children’s college education is typically not enough on its own to put your child through college. Families are looking for […]