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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Wealth
Management
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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
blog Institutional
Investment
Management
 /  Admin

Doug MacKay to appear on CNBC's Squawk on the Street

Please watch CNBC's Squawk on the Street show this Wednesday, August 18th at 9:35am. read more
blog Institutional
Investment
Management
 /  Admin

Medicine for a New Normal

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blog Financial
Planning
 /  Admin

Caribbean Blue

I just returned from a family vacation last week where I took this picture and had a fantastic time. It was a strikingly beautiful and temperate place, with some of the most exotic sands I've ever witnessed. I even... read more
blog Wealth
Management
 /  Admin

30 For the Future

We recently were made aware of an honor and I wanted to pass along the news. read more
blog Institutional
Investment
Management
 /  Admin

Broadleaf Partner's Second Quarter Performance Review

The stock market declined by just over 11% during the second quarter as European budget issues, the flash crash, the oil spill and continued sluggishness in the U.S. job market heightened concerns over the durabili... read more
blog Financial
Planning
 /  Admin

Bed Pans and Bunk Beds

This past weekend, my wife and I packed the car and drove our family to Miami University in Oxford, Ohio for our twenty year, college reunion. The campus remains as beautiful as it ever was, but the people and memo... read more
blog Institutional
Investment
Management
 /  Admin

Burgers, Parades and Baseball Games

The stock market continues to vacillate between the double dip and recovery crowds, but has also managed to hold the February lows now on two separate occasions. We believe that the domestic recovery remains intact... read more
blog Financial
Planning
 /  Admin

Style Diversification Map

I've always liked the above map of the market, which shows how different investment styles have performed each year going back to the early 90's. A couple of observations stick out to me, while a third is not as ob... read more
blog Institutional
Investment
Management
 /  Admin

Stock Splits and CNN Money

For the second time in two weeks, a company in our portfolio announced a stock split. I haven't seen more than a handful of stock splits in the last few years let alone weeks. It may be another bullish sign for the... read more
blog Institutional
Investment
Management
 /  Admin

Fighting a Good Greece Fire

For the first time since mid January, the markets have been under pressure. The last correction lasted roughly three weeks and resulted in a market loss of approximately 7% from the January peak to the February tro... read more
blog Wealth
Management
 /  Admin

Earnings Transcript Quotes of the Quarter (Isn't that exciting?)

Frist van Paasschen - CEO of Starwood Hotels: On the hotel opportunity in India: "To say that India today is under-hotel-ed relative to future demand is a massive understatement. New York City alone has almost as m... read more
blog Wealth
Management
 /  Admin

CNBC Video Link of Doug MacKay, Broadleaf Partners CEO & CIO, April 28, 2010

If you missed this morning's CNBC interview, you can click here for a replay. read more
blog Institutional
Investment
Management
 /  Admin

CNBC Appearance, Tomorrow Morning, 9am

Doug MacKay, CEO & CIO of Broadleaf Partners, will appear on CNBC's Squawk Box at 9:35 am tomorrow morning, Wednesday April 28th. Tune in as Doug discusses the economy and the markets with show hosts Mark Haines an... read more
blog Institutional
Investment
Management
 /  Admin

Economic Update: Chocolate and The Mathematics of Loss

We have posted a new Economic Update entitled Chocolate & The Mathematics of Loss to our website. If you know of anyone who would like to receive our thoughts on the markets please let us know! read more
blog Wealth
Management
 /  Admin

Indulging My Sappy Side

Okay, I honestly don't think I've ever forwarded stuff like this before (yeah, that's what they all say!), but I thought this was an excellent descriptive of what happens when you don't keep life's more important t... read more
blog Financial
Planning
 /  Admin

Another Sign of the Times: Eagle Scout Projects Go Global

Last night, I read an article about Alex Griffith, a young American Boy Scout whose eagle project involved building a playground at the Russian hospital where he was born and then adopted from some sixteen years ag... read more
blog Institutional
Investment
Management
 /  Admin

First Quarter Performance Review

Our first quarter performance and market commentary is now available. Please click here for our thoughts on what contributed to the quarter's strong absolute and relative results as well as our outlook on the year ... read more
blog Financial
Planning
 /  Admin

Spring Break Vacation

Yeah, I know it's bad, but it still made me chuckle! Easter's about more than eggs anyway. Have a blessed Easter, everyone, and if you're travelling with your family as I am, be safe! read more