External Sales
North Central Region
Mark Ruhe
Mark spends his free time with his wife and two sons at soccer fields, amusement parks and traveling.
LEARN MORE
6
Number of asks
for kids to act
Choosing to be
Different
“Be yourself; everyone else is already taken.” That’s good advice but sometimes it’s hard to follow, especially… on Wall Street.
Not so Fast:
The Pitfalls of Buffer ETFs
Buffer ETFs have gone from nonexistent to an over $27 billion (about $83 per person in the US) AUM product as of mid-2023.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
Dow Inclusion:
Signal or Noise?
We look at a few prior instances of additions and deletions from the Dow to form our own thoughts on the subject.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Actively Passive; No, Passively Active
Passive index investors are not interested in finding value in the market. So, as they pump more money into SPY, they are just pumping more money into the biggest stocks.
With more than 25 years of financial industry experience, Mark works with advisors as a consultant and coach. He is focused on helping them build profitable businesses while helping their clients achieve their goals.
- Closing the refrigerator/freezer door 95%
- Sunday Football 88%
- Lawn care enthusiast 93%
CONNECT WITH ME!
Book a Meeting
@markruhe