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Finding the Value Abroad: BRR’s Chief Investment Officer, Dan Roe provides his insights on developing markets

Chief Investment Officer, Dan Roe was recently featured in Barron’s April 24th issue. Dan touched upon key market trends that he anticipates seeing over the next five to seven years. Given the current market outlook, Roe see opportunities in international equities and multisector bond strategies. He believes President Trump will be overall net positive for …

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Peggy Ruhlin at the Women to Watch Luncheon

Peggy Ruhlin Named to InvestmentNews Women 2 Watch List

InvestmentNews announced their second annual Women to Watch list which included Budros Ruhlin & Roe’s Chief Executive Officer, Peggy Ruhlin.  The list honors female financial advisors and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their leadership, passion, creativity and willingness to help other …

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Budros, Ruhlin & Roe Wins the 2017 Medical Mutual Pillar Award for Community Service

Budros, Ruhlin & Roe has been named the Medical Mutual Pillar Award for Community Service SHARE Award 2017 winner. The Pillar Award for Community Service was developed by Smart Business and Medical Mutual to honor businesses and individuals dedicated to making the Central Ohio region a better place to live. The Medical Mutual Share Award …

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Top 3 Year-End Divorce Planning Considerations

Are you currently in the process of terminating your marriage or considering terminating your marriage? Either way, you may want to start considering all your options and planning ahead prior to year-end: How will you file your tax return for 2016? If you are married as of December 31, 2016, you will file as married …

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Identity Theft

As more and more Americans rely on online banking, online shopping and online access to pretty much everything else, the odds that they will become victims of identity theft at some point are rising every day. While it’s impossible to be 100% protected from identity theft, there are important steps that you can take as …

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Budros, Ruhlin & Roe named one of Forbes and RIA Channels’ 2016 Top 100 RIA Firms

Since 2006, Forbes and RIA Channel have been showcasing the fastest growing RIA firms. To be considered for the list, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients. Budros, Ruhlin & Roe has climbed to number 72 on the list. Click here to …

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