Skip to content
CONTACT
330-650-0921
Contact
Rectangle image

Insights

Insights

[H4] 223 Max character countLorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus comm odo viverra maecenas accumsan lacus vel facilis ecenas is.
blog Wealth
Management Institutional
Investment
Management
 /  Admin

Trump Cards: Contagion or the Economy

I wrote this update relatively quickly last night; it is perhaps a little too deep for general distribution as an Economic Update. Seeing that I didn't want it to go to waste, I thought it might be a perfect post f... read more
blog Wealth
Management
 /  Admin

More Kid Quotes...Always a Good Laugh

Children Are Quick read more
blog Financial
Planning
 /  Admin

The Buckeye Institute - An Amazing Tool for Public Worker/Taxpayer Accountability

Someone brought a website to my attention a few minutes ago, www.buckeyeinstitute.org. It is an amazing website that will no doubt generate tremendous interest and scorn across the state. Basically, you can look up... read more
blog Wealth
Management
 /  Admin

Thanksgiving Pie

We published a new Economic Update entitled Thanksgiving Pie. In the update, we discuss our outlook for the markets following a sleu of recent economic releases and other newsworthy events of the past week. In gene... read more
blog Wealth
Management
 /  Admin

Fun with Pictures

I'm knee deep in earnings season. Every time I finish reviewing one earnings call transcript - they average fifteen pages - another company reports and the stack grows. It reminds me a little bit of raking the fall... read more
blog Institutional
Investment
Management
 /  Admin

Former Boss Ed Yardeni on CNBC, Google Earnings, Apple Expectations

Economist Ed Yardeni, a former boss of mine, was on CNBC's Squawk Box this morning. While I haven't talked to Ed in awhile, I thought his comments were spot on and sent him a quick note following his interview this... read more
blog Financial
Planning
 /  Admin

Mortgage Rates Due for another Leg Down?

Mortgage rates are moving even lower with the average 30 year now at 4.2%. I would expect rates to fall even further, perhaps piercing 4% on the prospect of quantitative easing (QE) by the Federal Reserve in Novemb... read more
blog Wealth
Management
 /  Admin

Herschel Walker says Mixed Martial Arts safer than Football, Nanook of the North, Archetype of World's Best Athlete

Since I wrote our last Economic Update a few weeks ago, Chain Gangs & Pipe Dreams, two players on my son's freshman team have broken bones (that I know of) and one has suffered a concussion. I also heard that a tea... read more
blog Wealth
Management
 /  Admin

Are You The Duck?

Ducks in Heaven Three women die together in an accident and go to heaven. When they get there, St.. Peter says, 'We only have one rule here in heaven: don't step on the ducks!' So they enter heaven, and sure enough... read more
blog Institutional
Investment
Management
 /  Admin

Third Quarter 2010 Performance Review

The Broadleaf Growth Equity Portfolio turned five years old at the end of the third quarter, marking a key milestone for our firm. In addition to having strong relative returns for the year to date and three year p... read more
blog Wealth
Management
 /  Admin

Random Stats

"Get your facts first, and then you can distort them as much as you please." -Mark Twain I saw the following interesting facts today. For the first time in 100yrs+, the percentage of adults 25-34 who have never bee... read more
blog Financial
Planning
 /  Admin

Chain Gangs & Pipe Dreams

We published a new Economic Update titled Chain Gangs & Pipe Dreams to our website this morning. In the update, we discuss highschool football, hedge fund manager David Tepper,and our thoughts on the recent new twe... read more
blog Financial
Planning
 /  Admin

Dog Prayers

Dog Prayers read more
blog Institutional
Investment
Management
 /  Admin

Cisco Dividend: You Heard it Here First

I rarely point out good calls that we make, but believe today's talk of Cisco paying a dividend, if confirmed, is worth mentioning. According to briefing.com, Cisco just made the following comment today at their an... read more
blog Financial
Planning
 /  Admin

Pepper & Salt, WSJ 9/9/2010

Timely!!! read more
blog Wealth
Management
 /  Admin

The Terminator Responds

I don't often write notes to the Times or the Wall Street Journal, but Arnold Schwarzeneggar's editorial a couple of weeks ago, which we blogged about, really touched a nerve for me personally. I sent him a note of... read more
blog Institutional
Investment
Management
 /  Admin

ISM Release Surprisingly Strong!!!

The ISM manufacturing index came out about fifteen minutes ago and was a surprisingly strong 56.3 compared to expectations of 52.9. Generally speaking a read of under 50 indicates contraction rather than expansion ... read more
blog Financial
Planning
 /  Admin

WSJ Book Review, Greece listens to the Terminator?

Naomi Schaeffer Riley reviews an interesting new book titled Crisis on Campus, by Columbia University professor Mark Taylor in today's Wall Street Journal. I've read one of Naomi's books in the past; she has been v... read more
blog Wealth
Management
 /  Admin

The Terminator Nails It

Governor Schwarzenegger (aka Terminator) nails what I believe is one of the most pressing social/fiscal issues of a generation in an editorial in today's Wall Street Journal. The social contracts of 20-30 years of ... read more
blog Wealth
Management
 /  Admin

Spooky Septembers

With the kids going back to school and Halloween now just around the corner (can you believe it?), I thought I'd share some "spooky" data surrounding the month of September courtesy of my friend Danny Hurwitz of BT... read more
blog Wealth
Management
 /  Admin

Broadleaf Birthday and CNBC Replay

If you didn't get a chance to catch the live broadcast of our CNBC appearance this morning - also the fifth anniversary of our firm's performance track record - please click here to see the replay. read more