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Financial Insights

Financial Insights

Stay informed with the latest economic news and industry commentary from Broadleaf Partners. Our founder and CIO, Doug MacKay, is featured regularly on media programs including CNBC’s Power Lunch and Squawk on the Street. Subscribe now so you never miss an update. 
Balancing Short-Term and Long-Term Goals in Financial Planning
blog Wealth
Management
 /  Broadleaf Partners

The Importance of Asset Allocation in Wealth Management

When creating a balanced and diversified portfolio, asset allocation is an important step. Asset allocation is the cornerstone to long-term financial success. By tailoring your portfolio to your risk tolerance and ... Read More
Economic Updates
 /  Broadleaf Partners

A Thoughtful Approach to Investing in Volatile Markets - April 2025

Market volatility can be unsettling, causing investors undue stress in turbulent times. Instead of panicking, we encourage you to take a step back and ask: Does your current risk exposure align with your comfort le... Read More
blog Wealth
Management
 /  Broadleaf Partners

Broadleaf Partners Receives Morningstar 5-Star & Gold Medalist Ratings

Broadleaf Partners has received a Morningstar 5-Star Rating and a Gold Medalist Rating. Out of over 11,000 separate account portfolios, our Broadleaf Growth Equity Portfolio (BGEP) was among the 1% received both ra... Read More
Balancing Short-Term and Long-Term Goals in Financial Planning
blog Wealth
Management Financial
Planning
 /  Broadleaf Partners

Optimizing Your Portfolio with the STRIPs and BGEP

Each investor has unique financial goals, risk tolerance levels, and investment objectives. For some, managing risk through portfolio diversification is a top priority. Others may prefer to invest in a way that pri... Read More
Economic Updates
 /  Broadleaf Partners

One of Those Times - March 2025

As we mark the five-year anniversary of the COVID-19 pandemic, we're reminded of the market's remarkable resilience. Despite a strong rebound since the 2020 lows, recent market action has been volatile, with concer... Read More
Economic Updates
 /  Broadleaf Partners

What We're Thinking - January 2025

Artificial Intelligence has been the center of the downward trend in the markets lately. Although there is no ultimate outcome yet, we've provided our analysis of the situation at hand to best assist our clients in... Read More
Balancing Short-Term and Long-Term Goals in Financial Planning
blog Financial
Planning
 /  Broadleaf Partners

Balancing Short-Term and Long-Term Goals in Financial Planning

When setting financial goals, the first thing to do is look at short-term and long-term objectives. What do you want to achieve in one month, six months, one year and beyond? It is important to map out easier achie... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2025 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Young professionals meeting with a wealth management advisor for path to wealth
blog Wealth
Management
 /  Broadleaf Partners

Understanding Growth Stock Investing: Strategies for High-Net-Worth Individuals

Growth stock investing can offer significant opportunities for wealth accumulation. As a high-net-worth investor, growth stocks can be an intriguing investment option. It is key to have a risk management strategy t... Read More
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Contact Broadleaf Partners

Contact Broadleaf Partners

As an independently owned and operated business in Hudson, Ohio, we’re accountable to our clients and to each other. By providing high-quality service that caters to the needs of clients across the continuum of wealth, we can empower individuals and institutions to build and protect their wealth effectively.  

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