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
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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
blogFinancial Planning
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An OPEd Worth Reading
We really enjoyed the attached OPEd piece in this morning’s Wall Street Journal as it reflects our current thinking and general views of the past year. While the world economic situation may not feel ideal, opportu...read more
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Third Quarter 2012 Performance Commentary
In spite of well publicized worries over a dysfunctional government, the impending fiscal cliff, and slower earnings growth, the markets did what they usually do during such periods by confounding the experts. Duri...read more
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Second Quarter 2012 Performance Commentary
The stock market took a breather in the second quarter, falling 2.8%.� If it hadn�t been for a stronger June, the results could have been worse. The Broadleaf Growth Equity Portfolio (BGEP) declined more than the S...read more
blogInstitutional Investment Management
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Second Quarter 2012 Performance Commentary
The stock market took a breather in the second quarter, falling 2.8%. If it hadn’t been for a stronger June, the results could have been worse. The Broadleaf Growth Equity Portfolio (BGEP) declined more than the S&...read more
blogInstitutional Investment Management
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While Economic Concerns Remain, Corporate Fundamentals and Earnings Look Fine
Companies Owned: Sector Earnings Summary Rev Y/Y Surprise EPS Y/Y Surprise Consumer Discretionary 23% -9% 21% 25% Consumer Staples 9% 0% -10% 11% Energy 22% 1% 38% 0% Financials 16% 2% 49% 12% Health Care 21% 6% 6%...read more
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First Quarter 2012 Performance Commentary
The stock market surged once again in the first quarter, gaining nearly 13%. Including the fourth quarter’s 12% gain, the S&P 500 has now increased 26% in the last six months, a blistering pace which has many wonde...read more
blogWealth Management
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Doug MacKay to appear on CNBC Thursday, March 29th at 10:35am
Please tune in to watch Broadleaf Partners' Chief Investment Officer, Doug MacKay, on CNBC's Squawk on the Street this Thursday, March 29th, at 10:35am. For those of you unable to catch it live, a video will be pos...read more
blogWealth Management
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Tooth Fairy Economics
Johnny lost a tooth last night. Unfortunately, the Tooth Fairy got carried away line dancing at the Thirsty Cowboy in Medina, Ohio too long to find out about it in time. Country band Coalie's Run must have been put...read more
blogInstitutional Investment Management
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Crazy Good
Apple's success is staggering. The company generated $16 billion in free cash flow this quarter, bringing their cash hoard close to a mind boggling $100 billion dollars. What the company decides to do with this hug...read more
blogInstitutional Investment Management
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Fourth Quarter 2011 Performance Commentary
The stock market enjoyed a nice fourth quarter rebound as the domestic political and double dip recession concerns that plagued the markets in the third quarter faded from memory. In spite of significant headwinds ...read more
blogInstitutional Investment Management
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Daily Pops and Drops
The daily moves in the market have been amazing in recent weeks. I was curious to know how amazing, so I took a look at the daily performance of the S&P 500 since the Broadleaf Growth Equity Portfolio started six y...read more
blogWealth Management
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Morgan Stanley Hedges, Morphine & Athletes
This WallStreet Journal article on hedging activities that have recently backfired at Morgan Stanley once again made me wonder how so many smart people can get so wrapped up into attempting to get something for not...read more
blogInstitutional Investment Management
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Third Quarter 2011 Performance Commentary
The stock market took a severe beating in the third quarter, declining by nearly 14%. Continued concerns about Europe and political and economic uncertainties in the United States made the stock market's third quar...read more
blogInstitutional Investment Management
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The Value of Active Management
The debate over whether or not the higher fees earned by active portfolio managers are justified by a long term ability to earn market beating returns is a subject of endless debate in the investment community, one...read more
'What's this?' the boss asks. 'Ave you gotta no brain? Tree and tree and tree makes a nine,' says the Italian. 'Fair enough,' says the boss. 'Here's your second question. Use the same rules, but this time the numbe...read more
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E Trade Baby Loses Everything
Even the E Trade Baby is having a tough time in this market. Enjoy this video, I sure did!read more
blogWealth Management
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Bumped by the U.S. Downgrade
Our appearance on CNBC this morning was rescheduled due to the media coverage of S&P's downgrade of the United States credit rating. We hope to be rescheduled soon.read more
