Columbus Budros, Ruhlin & Roe website design and build

Your future self says, “Don’t panic, this is temporary.”

School closings, travel restrictions, grocery store supply issues and much more time spent at home have increased uncertainty, which sparked some dramatic market volatility. We’ve seen multiple days of negative market returns over the past few weeks and as much as we’d like to pinpoint when the volatility will subside, the reality is that no …

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Columbus Budros, Ruhlin & Roe website design and build

Leverage the Fed’s interest rate cut for your financial advantage

The Federal Reserve announced an emergency interest rate cut of one-half of a percentage point, reducing the U.S. federal funds’ rate to a range of   1-1.25 percent. While the primary goal of the rate cut was to stabilize the economy after fears surrounding the coronavirus, it has an impact on nearly everything. You’ll want to …

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Daniel Roe

Forbes Names Dan Roe #8 on Best-In-State Wealth Advisor List

Forbes honored Co-CEO and Chief Investment Officer Dan Roe with a #8 ranking in its 2020 Best-In-State Wealth Advisors list for Ohio. He’s the first advisor listed for Columbus out of 131 named and thousands considered in the state. SHOOK Research chose each advisor based on an algorithm of qualitative and quantitative criteria, including interviews, …

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Columbus Budros, Ruhlin & Roe website design and build

April Tax Strategy Deadlines That You Thought Were in December

If the holidays hindered your best tax-efficiency intentions, take heart.  There are areas where you have until the 2020 tax filing deadline to take action, overriding a December 31, 2019 deadline assumption. Here are two, last-minute tax saving strategies of which you can still take advantage. Traditional IRA Contributions One last-minute, tax saving strategy is …

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Columbus Budros, Ruhlin & Roe website design and build

Financial Deadlines that Affluent Widows Can’t Afford to Miss

Losing a spouse is undoubtedly one of the most difficult periods of someone’s life.  Widows should allow themselves time to heal emotionally from the loss, to then be in a better place to make major investment decisions.  However, there are a few investment scenarios that have time-sensitive deadlines within the first nine months of the …

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Scott Riser

President Scott Rister Named to Leadership Trust

Columbus Business First named Scott Rister as a 2020 Leadership Trust member.  It’s an invitation-only community for top business decision makers in Columbus.   Scott was selected for his depth of leadership in the financial services industry, most recently working almost 20 years with Charles Schwab & Co prior to joining Budros, Ruhlin & Roe.  His …

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