• RISK ASSESSMENT RWA provides clarity to our clients and allows us to easily communicate with them about where their portfolio is in…
  • FINANCIAL TIPS Learn how Rubin Wealth Advisors can help simplify all our financial accounts in this short Tips video.
  • QUARTERLY CONVERSATIONS Make sure your business finances are heading in the right direction. See how Rubin Wealth Advisors can make your Quarterly Review Process…
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Don’t Make These Mistakes With Your Employees’ 401(k)

by Bob Rubin July 11, 2018   401ks are meant to recruit, reward and retain employees.  After their paycheck and health insurance employees usually rank their 401k as their most important reason for working at their company. Here are 5 common mistakes made with your employees’ 401(k) plans that you can easily avoid.    Ignoring […]

Read Bob Rubin’s Quote about Lower Taxes in Florida on

Wall Street is Migrating to Florida for Low Taxes, Better Weather  Taylor Nicole Rogers Updated Jun 4, 2018 7:09 PM EDT RWA’s Bob Rubin was quoted in this article New York’s gloomy weather isn’t the only reason Wall Street money managers are escaping to south Florida.   The Sunshine State’s low capital gains, estate, and corporate taxes have lured 70 financial service firms […]

Blue Block Chain

Blockchain for Dummies

    By Andrew Rubin April 23, 2018   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 […]

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Want more security and privacy? Use Cryptocurrency

    By Andrew Rubin March 22, 2018   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 […]

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Just the Beginning – My Journey At RWA

    By Austin Tanner March 22, 2018 A career as a financial advisor. 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 […]

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Don’t Make Another Financial Decision Until You Read This

    By Chad Capraro January 24, 2018   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, […]

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From Intern to Financial Advisor – My Journey at RWA

    By Chad Capraro January 24, 2018   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 a double major in Finance and Management Information Systems and was looking for an opportunity […]

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 […]