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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Wealth
Management
 /  Broadleaf Partners

Maximizing Retirement Savings: Increased 401(k) Limits for Ages 60-63 in 2025

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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
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
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
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
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