Creating and Maintaining Wealth with Rudin & Rubin!

Minneapolis Breakfast Club Newsletter March 16, 2022

Early Birds: Early birds today were Bob Alexander, Todd Anderson and guest john Winston.

Call to Order: Craig Blixrud called the meeting to order.

Honorary Members: Karen Holtmeier, Bob Alexander, and Dick Nelson were in attendance today.

Guests: John Winston came today as a guest of Tony Rubin.

Announcements

  1. We need a President, Vice President, and Board members for the club starting in the January thru June 2022 term. Interested? Contact Past President Jon.
  2. 2022 Craft Talk dates are available. Sign up with Craig Blixrud.
  3. 2022 Rosters are available to be picked up.
  4. Please bring a friend to a craft talk.

Business Networking: None today

Business Exchange: 

Pot of Gold: Julius Webster was the owner of the 5th card drawn by Tony Rubin.

Craft Talk: 

Todd Anderson introduced today’s craft speaker, Tony Rubin. Tony is the father of two sons and lives in Edina. He is a big hockey fan/parent. Recently he was diagnosed with a torn meniscus from playing knee hockey.

Tony and his partner, Jim Rudin along with a great team provide financial services to clients across a broad spectrum of those looking to create wealth and those looking to manage their wealth. Using a LIMIT approach to determine their needs (Longevity, Inflation, Market risk, Interest Rate risk, Tail event risk) and risk level, they tailor a financial plan for their clients.

Tony briefly went over 50+ areas they consider in developing a financial plan as well as how various market segments have performed over time.

A couple of other items discussed were 1) Individual stocks are where the opportunities are for 2X and 3X growth as opposed to mutual funds, and 2) A very large number of adults have never lived in a time of great inflation.

Give Tony a call to discuss your financial needs and how Rudin and Rubin can help you.

Registration by text, email, voice, or snail mail to Tony Rubin is appreciated at 612-810-1474 or tony.rubin@wellsfargoadvisors.com 

Looking ahead

March 23 Electronic Design

March 30 No Meeting on the 5th Wednesday

April 6 Solomon Strategies Group @ECC

April 13 Palm Commercial Brokerage

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