COLUMBUS, Ohio--(BUSINESS WIRE)--Budros, Ruhlin & Roe’s Chief Investment Officer, Daniel Roe, is featured in Barron’s April 24th edition.
“I’m excited and honored that Barron’s wanted to feature me in their advisor profile section,” said Roe. “It shows that they think of me, along with our firm, as a thought-leader in the industry.”
Barron’s, established in 1921, is a weekly newspaper that provides US financial information, market developments and relevant statistics through well-researched, well-argued stories and opinions. Dan was interviewed by Steve Garmhausen, one of the magazine’s writers.
Roe has worked in the wealth management business for the last 30 years and was drawn to—at the time Budros & Ruhlin, Inc.—due to its independence and fee-only fiduciary model. Dan joined the firm in 1996 and has served as the Chief Investment Officer since 2000.
“We were thrilled that Dan was featured in the April 24th edition of Barron’s,” said Peggy Ruhlin, Chief Executive Officer of Budros, Ruhlin & Roe. “From the time he joined the firm, he has brought innovative ideas to our investment strategies. The work that Dan does for our clients is invaluable.”
During his interview, Roe touched upon key market trends that he anticipates seeing over the next five to seven years. Given the current outlook, Roe sees opportunities in international equities and multisector bond strategies. He believes President Trump will be overall net positive for the markets, but executing his agenda “is going to take more time than the most optimistic Trump supporters thought.”
As for the U.S. economy, Roe predicts it will chug along at a modest pace until under-employment and low middle-class incomes reverse themselves. Outside the U.S., he believes emerging markets will outperform developed markets.
“We see lots of ‘home bias’ in the portfolios of our newest clients,” said Roe. “Emerging markets are often described as more volatile and less transparent than developed ones. Developing markets come with more volatility, but investors should be paid for the risks.”
Read the full interview by visiting http://www.barrons.com/articles/finding-value-abroad-1492836703
About Budros, Ruhlin & Roe, Inc.
Budros, Ruhlin & Roe, Inc. is a Columbus, Ohio based fee-only wealth management firm. As an independently owned firm, we serve as a fiduciary to our clients, placing their needs first. Our company culture emphasizes excellence in all areas of financial planning and portfolio management. To learn more visit www.b-r-r.com.