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Broadleaf Partners' Blog

Broadleaf Partners' Blog

Young professionals meeting with a wealth management advisor for path to wealth
blog Wealth
Management
 /  Broadleaf Partners

The Stages of a Successful Wealth Path

The path to wealth is a lifelong strategy. Young professionals, families and those approaching retirement all have different goals, but they share the common desire for financial success and stability. Broadleaf Pa... read more
blog Institutional
Investment
Management
 /  Admin

NBR Nightly Business Report 8.26.15

Doug shares his thoughts at the 4 minute mark of this program. read more
blog Institutional
Investment
Management
 /  Admin

Broadleaf’s Mike Czekaj Recently Recognized As Top Analyst

Broadleaf’s very own Mike Czekaj was recently recognized as a top contributing analyst to the Estimize platform. Estimize is a place where over 30,000 buy-side, sell-side, and independent analysts can post earnings... read more
blog Institutional
Investment
Management
 /  Admin

Second Quarter 2014 Commentary & Performance

In absolute terms, our portfolio enjoyed a solid second quarter and while we recaptured some of the lost ground inflicted on high growth stocks towards the end of the first quarter, we continue to have work to do i... read more
blog Financial
Planning
 /  Admin

First Quarter 2014 Commentary & Performance

Our portfolio had a tough first quarter, declining nearly 2% in an otherwise positive market environment. The last ten or so trading days were particularly difficult for fundamentally strong, high growth companies,... read more
blog Financial
Planning
 /  Admin

What Happened on March 18th?

The last ten days of the quarter have been brutal for the market and in particular, growth stocks and the Broadleaf Growth Equity Portfolio (BGEP). March 18th sticks out as a unique date. Since then, the BGEP has e... read more
blog Wealth
Management
 /  Admin

The Economy of Trees

I have been keeping a personal journal for most of the past ten years. Rarely do I get time to go back and look at what I wrote but I have a long term retirement goal of typing down the volumes for my children some... read more
blog Institutional
Investment
Management
 /  Admin

2013 STRIPs Annual Review

Founded in 2005 by Doug MacKay, Broadleaf Partners began as an institutional growth equity manager, and we continue to build out our reputation in that space. A need for more comprehensive portfolio management stra... read more
blog Institutional
Investment
Management
 /  Admin

Fourth Quarter 2013 Commentary & Performance

The year finished on a strong note with the stock market gaining more than 10% during the fourth quarter and bringing full year results to a 32.4% gain, including dividends. While it was tough sledding for the BGEP... read more
blog Institutional
Investment
Management
 /  Admin

Third Quarter 2013 Commentary & Performance

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a very strong third quarter in absolute and relative terms, enabling it to catch up and surpass the S&P 500’s returns on a year to date basis after lagging for t... read more
blog Institutional
Investment
Management
 /  Admin

What is the Most Important Factor in Hiring Investment Managers?

It might not be what you think! Click here for a short two minute video we ran across on the CFA Institute's "Market Integrity Insight" blog. read more
blog Wealth
Management
 /  Admin

A Letter to the President

Ten years ago, my son Pete wrote a letter to President Bush as a first grade class assignment following the events of 9/11. He encouraged the President to stand firm in his decisions and closed by asking if he was ... read more
blog Institutional
Investment
Management
 /  Admin

Second Quarter 2013 Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) generated a slight gain during the quarter but lagged the indices’ more impressive results for the second quarter in a row. In general, our portfolio is geared to outper... read more
blog Wealth
Management
 /  Admin

The Fed’s Behind Home Plate

In recent weeks, I’ve learned that the catcher, next to the pitcher, is perhaps the most important position in all of baseball. The catcher is the equivalent of the Highway Patrol, CIA and FBI, all rolled up into o... read more
blog Institutional
Investment
Management
 /  Admin

First Quarter 2013 Performance Review

The stock market and the Broadleaf Growth Equity Portfolio (BGEP) enjoyed strong first quarter gains even if our relative results were a tad underwhelming. The BGEP was very strong in January, but our results flatt... read more
blog Institutional
Investment
Management
 /  Admin

World Economy Explained With Two Cows

This was recently passed along by some colleagues and we loved how simple and explanatory it was! Enjoy! SOCIALISM You have 2 cows. You give one to your neighbor. COMMUNISM You have 2 cows The State takes both and ... read more
blog Financial
Planning
 /  Admin

Broadleaf Partners recently featured by Business Insider

An excerpt from our most recent economic update, Flying High, was mentioned in Business Insider's "5 Smart Insights for Financial Advisers" this weekend. Given the Wall Street Journal and several other media source... read more
blog Institutional
Investment
Management
 /  Admin

Doug MacKay to appear on CNBC, Friday, February 22, 2013 at 11:00 am

Please tune in to watch Broadleaf Partners' Chief Investment Officer, Doug MacKay, on CNBC's Squawk on the Street this Friday, February 22, 2013 at 11:00am. For those of you unable to catch it live, a link to the v... read more
blog Institutional
Investment
Management
 /  Admin

Recent Facebook Thoughts from Doug MacKay

I’ve made it pretty clear that FB is one of my favorite stocks for the coming few years. I think they have the biggest runway of opportunities for growth and like the fact that many things appear open ended. If I c... read more
blog Wealth
Management
 /  Admin

This is fascinating!

Provided below is a chart we found extremely interesting. It is a breakdown of inflation since 2000 in terms of the eight main components used to calculate the Consumer Price Index every month. Some of the growth i... read more
blog Institutional
Investment
Management
 /  Admin

Fourth Quarter 2012 Performance Review

The stock market treaded water during the fourth quarter, awaiting final resolution of the Fiscal Cliff. On that front, there was some positive midnight news on the final day of the year as Congress struck a deal o... read more