• Riskalyze Fearless Investor Summit 2018 Bob Rubin of Rubin Wealth Advisors speaking at the 2018 Riskalyze Fearless Investors Summit in San Antonio, Texas. Bob was…
  • RISK ASSESSMENT VIDEO 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.
  • YOUR QUARTERLY CONVERSATION Make sure your business finances are heading in the right direction. Sit down with  Rubin Wealth Advisors and have a…

How to Prosper during a Pandemic

Bob Rubin on The Agents of Innovation Podcast


Don’t Let Them Leave Home Without These

Important documents to cover you and your dependent child over 18. To you, they will always be your kids. To the rest of the world—particularly the medical, banking, legal, and academic communities—they are adults the day they turn 18. If something happens while they are hundreds of miles away, your rights and access to your […]


Car enthusiasts have been buzzing about the much anticipated launch of Chevy’s 2020 C8 Corvette Stingray for good reason. Every inch of the iconic car has been reimagined from the bottom up. It’s aggressive style is turning heads and its horsepower is undeniable. The 2020 C8 Corvette Stingray boasts a 495 horsepower 0 to 60 […]

Yield Curve Inversion: Should We Panic?

Over the last two weeks, we’ve received concerned calls from folks wanting to discuss the state of today’s economy. There seems to be no escaping the inverted yield curve hysteria. Below you’ll find an indepth look at inverted yield curves, their history and today’s market written by my associate, Ed Charvaletti and edited by me. For those of you who want […]

Financially Independent / Retire Early

If you actively follow investment news and blogs, chances are you’ve heard the buzz about FI/RE aka the Financially Independent/Retire Early (FI/RE) movement. The FI/RE community has taken the internet by storm by showcasing examples of thirty and forty-something influencers who have quit their day jobs after amassing wealth through saving and investing. To get […]

The Suitability Standard vs. Fiduciary Standard

In the financial services industry, two primary parties offer investment advice –  Registered Investment Advisors (RIA) and investment brokers – but they aren’t governed by the same standards.  Investment advisors are guided by the Investment Advisers Act of 1940, work directly for their clients and must place the client’s interests ahead of their own. On […]

The 411 on 401(k)s. We Answer Your Most Frequently Asked Questions.

Whether you’re shopping for a new 401(k) plan or looking to upgrade your current plan, the options and information can seem overwhelming. Below we breakdown our most frequently asked questions.  Why should I have a retirement plan for my business? There are several compelling reasons to providing retirement plans: Investing for the future: As of […]

Money and Business. Ten Organizations Serving Women-Owned Businesses

It is no surprise that women-owned businesses are on the rise and going strong. According to The 2018 State of Women-Owned Business Report Commissioned by American Express, the number of women-owned businesses increased a dramatic 31 times between 1972 and 2018, rising from 402,000 (4.6% of all firms) in 1972 to 12.3 million (40% of […]

Are SIMPLE 401(k) Plans Right For You and Your Business?

Quality retirement plan benefits can help your business recruit and retain top notch employees, but it can often be confusing when you’re shopping for the right plan. One of the most attractive plan options for small to mid-sized businesses is a SIMPLE 401(k).   A SIMPLE 401(k) plan or Savings Incentive Match Plan for Employees […]

5 Common Money Mistakes Small Business Owners Make

By Bob Rubin Starting and building a new business can be one of the most exciting times of an entrepreneur’s life. Building a thriving business begins with a solid financial foundation. At Rubin Wealth Advisors, we work with entrepreneurs at all stages of their business’ life cycle. More than half of businesses fail within the […]

U.S.-China Trade War: The New Long March

A Global CIO Outlook by Scott Minerd, Guggenheim’s Global Chief Investment Officer and Chairman of Investments. The following post is being shared with permission from Guggenheim, for educational purposes only and should not be considered investment advice. During the course of the last two years, we have consistently indicated that the course for the U.S. […]

How Kids Can Collect Social Security

Have you ever bought a lottery ticket and then forgotten to check if you’ve won? Believe it or not, about $2 billion in lottery prizes go unclaimed every year. Many of those winning tickets are worth a meager $1 to $5, but some people have a life-changing prize in their possession and they’re completely unaware.1 […]

10 Things You Should Know About Stock Market Volatility

Provided for educational purposes only as part of Hartford Funds’ Client Conversations series. IT WOULD BE NICE IF YOUR INVESTING JOURNEY WAS ALWAYS A STEADY UPHILL MARCH. In reality, it’s more of a sometimes run/sometimes crawl with plenty of downhill moments along the way. In spite of the obstacles, over time, the path typically trends […]

What to Ask a Financial Advisor

I hear the word fiduciary.  What does it mean and are you one?   If someone is acting as a fiduciary, they must put your interests ahead of theirs. Period.  In context, brokers and financial advisors at firms such as Merrill Lynch and Morgan Stanley generally work with their clients under a suitability requirement. While […]

Prepare your investments for a disaster Army/National Guard to provide first responder disaster

7 Ways to Prepare Your Investments for a Disaster

Bob Rubin was quoted about the best ways to get ready before a disaster strikes. Cash is essential in the case of a disaster. “If credit card readers and ATMs don’t function, then you’re out of luck,” says Bob Rubin, pre4sident of Rubin Wealth Advisors in Boca Raton, Florida. “You should keep at least $1,000 cash […]

Don't Make These Mistakes With Your Employees' 401(k)

5 Common 401K Mistakes made by Employers

  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 you can easily avoid.    Ignoring the plan investments. Even with the Department of Labor, fiduciary roles are being […]

Lower taxes in Florida Wall Street is Migrating to Florida for Low Taxes, Better Weather

Lower Taxes in Florida From

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 […]

Blockchain for Dummies

Blockchain for Dummies

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, with one key difference between them: […]

Want more security and privacy? Use Cryptocurrency

Want more security and privacy? Use Cryptocurrency

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 forever. Cryptocurrencies like Bitcoin will offer […]

Just the Beginning - My Journey At RWA

Just the Beginning – My Journey At RWA

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 Bob Rubin, I was offered and accepted the […]

Assessing Risk

Don’t Make Another Financial Decision Until You Read This

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 questionnaires. The process was more cumbersome […]

Internship From Intern to Financial Advisor - My Journey at RWA

From Intern to Financial Advisor – My Journey at RWA

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 that would let me both leverage my skills and […]