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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Wealth
Management
 /  Admin

Fourth Quarter Portfolio Review and Commentary

The financial markets finished 2008 on a tough note. In fact, it was the third worst year in the last century for investors. Fortunately, it won't take much to make 2009 better. For details on our portfolio's fourt... read more
blog Wealth
Management
 /  Admin

Thoughts for 2009: CNBC Talking Points, December 29, 2008

Here are the thoughts we prepared ahead of this morning's CNBC appearance . ******* Thoughts for 2009. 2008 Destroyed Capital. 2009 Should Repair/Rebuild It. Economic Overview Unemployment will increase significant... read more
blog Wealth
Management
 /  Admin

Ohio Proud

It will certainly be a quiet trading day on Wall Street. Other than Amazon saying they had record unit sales this holiday season, nothing else has been very newsworthy. For about every other retailer, it will certa... read more
blog Wealth
Management
 /  Admin

Christmas Gift, 2008 Style

A friend mine has a daughter who loves horses. This year he bought her one for Christmas. Unfortunately, this is all he could afford. Down markets can be pretty tough! read more
blog Wealth
Management
 /  Admin

Looking Back at 2008

Each year at this time, Jeff and I like to reflect on the year that was with some hope of gleaning wisdom for use in the future. With the caveat that this unusual year was a complete and utter mess for the markets,... read more
blog Institutional
Investment
Management
 /  Admin

Weighing in on Madoff and SEC Exams

For anyone who has been watching the business media lately, the details surrounding Bernie Madoff's huge $50 billion ponzi scheme is both amazing and heart breaking. Amazing in that it went on for so long without b... read more
blog Financial
Planning
 /  Admin

Reader Comments on Madoff Blog Posting

A reader who happens to be a securities lawyer just sent the following comments on our most recent blog entry, Weighing in on Madoff and SEC Exams. "When I learned about the Madoff situation, the first name that ca... read more
blog Financial
Planning
 /  Admin

Pennyland, Echoes of the Great Depression

A reader of Friday's blog entry writes, "I saw your post A Historical Peek at Past Depression Talk. I think you may be interested in "Pennyland - Echoes of the Great Depression" -- which I created from an original ... read more
blog Financial
Planning
 /  Admin

A Historical Peek at Past Depression Talk

Our friends Jason Trennert and Nick Bohnsack at Strategas Research Partners suggest that the talk of a new Great Depression has been prevalent during many major periods of economic weakness. We thought we'd share t... read more
blog Wealth
Management
 /  Admin

Random Thoughts

The stock market has continued to rally in spite of very troubling fundamental and economic news. This is a good reminder to investors that at some point, bad news becomes priced in and we should no longer fear the... read more
blog Financial
Planning
 /  Admin

Quote of the Day, Warren Buffett on recent Short Term Treasury Auction

Buffett's sent this email to his board after hearing that Treasuries have hit 0% - “This should be bullish for Berkshire. With great foresight, I long ago entered the mattress business in a big way through our furn... read more
blog Institutional
Investment
Management
 /  Admin

Mortgage Rates, A Treasury Bubble, and Oil's Comeuppance

Thirty year mortgage rates have tumbled almost a percent to about 5.5% in the week since the Fed and Treasury department started making purchases of mortgage bonds in the open market. It looks like this most recent... read more
blog Financial
Planning
 /  Admin

Doug MacKay, Morning CNBC Appearance

As some of our readers may know, we are occasional guests on CNBC's Squawk on the Street Show with Mark Haines and Erin Burnett. We were on the show this morning, sharing our thoughts about the markets and how inve... read more
blog Financial
Planning
 /  Admin

Pictures and Observations from a Friend in the Business

Here are some morning observations and pictures from a friend of mine in the business. "Well.....numbers on Black Friday a bit better (maybe the $1.55 gas I saw over the weekend helping a bit).....I know we (have b... read more
blog Wealth
Management
 /  Admin

Thanksgiving

According to a note I read yesterday, of the 11,585 U.S. and international stock mutual funds tracked by Morningstar, all but one had lost money this year. As we head into the Thanksgiving holiday, this fact offers... read more
blog Financial
Planning
 /  Admin

WSJ Article: Fear & Frustration, Some Calling it Quits

Today's Wall Street Journal provided a profile on several investors who were calling it quits, moving to cash in the face of what has been a horrific market. I know that things have been extremely tough. It hasn't ... read more
blog Financial
Planning
 /  Admin

Are You Too Confident?

If you haven't been humbled by this market, then perhaps this test will offer some assistance. read more
blog Financial
Planning
 /  Admin

Comic Relief Friday

Questions and Answers from an AARP Forum Q: Where can men over the age of 60 find younger, sexy women who are interested in them? A: Try a bookstore under fiction. Q: What can a man do while his wife is going throu... read more
blog Wealth
Management
 /  Admin

Technicals, Momentum and Basketball

Yesterday's decline took us down through prior support levels that had held ground on several occasions during the last month or so. In essence, we had been trading in a band with 1000 on the S&P 500 as the upside ... read more
blog Financial
Planning
 /  Admin

Michael Lewis, Historic Bear Markets, and Recent Fund Flows

Michael Lewis, former Salomon Brothers bond trader turned famous author (Liar's Poker, Moneyball), published a new article on the collapse of Wall Street investment banks about a week ago. The title of the article ... read more
blog Wealth
Management Financial
Planning
 /  Admin

Time To Consider a Roth IRA Conversion?

If you have earned less than $100k in adjusted (combined if married) gross income this year and have an individual retirement account, you may want to consider converting it to a Roth IRA before year end, potential... read more