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Werba Rubin Newsletters - 2016
May - What Can We Learn from A Supermodel about International Investing?

March - Falling Back in Love with International Stocks

February - Why You Should Consider Freezing Your Credit Reports

January - The Dangerous Stock Picking Game
2015
December - Reverse Mortgages Give Some Retirees the Power to Stay Put

November - Paying for Long-Term Care: Medi-Cal is More Accessible Than You Think

October - Saving for College:Muddy 529 Plan Waters

September - The Fixed Income Conundrum

August - From Heros to Zero

July - Those Gruelling U.S. Tax Rates: A Global Perspective

June - The Dark Side of Diversification

May - Are You Smarter Than a Smart Beta?

Apr - Financial Planning for Women

Mar - Are You Getting What You Ordered?
2011
Jul - Werba Rubin Appreciates Your Referrals. Disclosure Brochures Replaces Form ADV Part II

Jun - Stock Market Lessons from the Loma Prieta Earthquak

May - The “Skittles” Chart & the Importance of Asset-Class Diversification

Apr - New Estate and Gift Tax Rules Offer Many Planning Opportunities

Mar - How to Cope with Inflation

Feb - Should You Buy Long-Term Care Insurance? The $64,000 (Per Year) Question

Jan - The Great Tax Mystery Has a Surprise Ending
2010
Dec - Tax Planning in the Midst of Uncertainty

Nov - Which Countries Comprise International and Emerging Market Funds

May - Using a Health Savings Account to Lower your Taxes
 
Mar - Understanding Mutual Fund Yield

Feb - Creating Dependable Retirement Distributions

Jan - Social Security Benefits: Should You Begin Drawing at Age 62?
2009
Dec - ROTH IRA 2010: To Covert or Not To Convert

Nov - Avoid Capital Gain Tax and Disinherit the Government

Oct - Building an Effective Investment Strategy for the long term

Sep - New Law Creates Tax–Savings Opportunities

Aug - You asked us: Is Dollar-Cost Averaging an Effective Way to Enter the Market?


Quarter-in-Review Video Presentations - 2014
QIR 2014 - Q3
What happened in Q3 2014? What is action bias, and how does it affect returns? Tune in and find out!

QIR 2014 - Q2
Taking a look at the quarter that was, and the nature of bull and bear markets.

QIR 2014 - Q1
Let's review what happened in the stock market for the first quarter of 2014, and the importance of investing in the stock market.
2013
QIR 2013 - Q4
Let's take a look at the year that was 2013. We'll examine market timing as well as finding the correct portfolio for the individual investor.

QIR 2013 - Q3
Find out what happened the third quarter of 2013, and a discussion on active vs. passive investing.

QIR 2013 - Q2
The happenings of the last three months in the market, and some observations on saving from the Society of Actuaries.

QIR 2013 - Q1
What happened in the market January-March, let's discuss how the market moved and why? Disaster seemed eminent as we entered the new year, but it did not show up in market returns.

 

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Structured Investing Brochure
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