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blog Financial
Planning
 /  Admin

What to Teach College Kids

I serve on an advisory board for my alma mater's business school, Miami University. The finance department formed this board a couple of years ago to help guide the curriculum of its students, better prepare them f... read more
blog Financial
Planning
 /  Admin

Two Little Boys

A friend and reader of yesterday's blog entry shares another funny kid story. Keep 'em coming! ****** Two little boys, ages 8 and 10, were excessively mischievous. They were always getting into trouble and their pa... read more
blog Wealth
Management
 /  Admin

Seven Reasons Not to Mess with Children

A little girl was talking to her teacher about whales. read more
blog Institutional
Investment
Management
 /  Admin

Fun with Charts

My Excel charting skills are indeed amateur, but I nevertheless wanted to get a feel for the historical relationship, if any, between changes in the Fed's discount rate and the stock market. If you hadn't heard, th... read more
blog Financial
Planning
 /  Admin

More Intern Jokes

Over five thousand years ago, Moses said to the children of Israel "pick up your shovel, mount your asses and camels, and I will lead you to the promised land". Nearly 75 years ago, Roosevelt said, "Lay down your s... read more
blog Financial
Planning
 /  Admin

Men at Work, Intern Humor, Cisco Earnings

Men at Work stole Down Under Australian band Men at Work copied a well-known children's campfire song for the flute melody in its 1980s hit Down Under and owes the owner years of royalties, a court ruled today (The... read more
blog Wealth
Management
 /  Admin

Broadleaf Partners' Quoted in CNN Money Line, Our Views on the Volcker Rule

Broadleaf Partner's was quoted in CNN Moneyline this morning on our 2010 outlook for the markets. For the full story, click here. On another note, there has been a great deal of talk on new banking regulations and ... read more
blog Financial
Planning
 /  Admin

Easy Money

I’ve taken great interest in the masculine characters of several Clint Eastwood films recently, including Unforgiven’s William Munny and Gran Torino’s Walt Kowalski. This past weekend, I was also introduced to Robe... read more
blog Wealth
Management
 /  Admin

Earnings, Politics and Stock Prices

We are in the thick of earnings season and so far, the reaction of most stock prices has been disappointing relative to the great numbers most companies have been reporting. This may be another way of saying that a... read more
blog Institutional
Investment
Management
 /  Admin

Fourth Quarter Performance Review

Our fourth quarter performance and market commentary is now available. Please click here for our thoughts on what contributed to this year's 44% gain for the portfolio, lessons learned from 2009, and what may lie a... read more
blog Financial
Planning
 /  Admin

Winter Poem

I found this beautiful winter poem and thought it might be a comfort to you. It was to me and it's very well written. I hope that you enjoy it too . read more
blog Financial
Planning
 /  Admin

Looking Back at 2009

Each year at this time, I like to reflect on the year that was with the hope of gleaning a few nuggets of wisdom. With the caveat that the last two years have been anything but ordinary, these are our observations ... read more
blog Wealth
Management
 /  Admin

Birthday Boy on CNBC This Morning

We were on CNBC this morning. At the end of the interview, Mark Haines wished me a Happy Birthday, commenting that I didn't look a day over 50. At just 42, I should hope not! Joking aside, here is a link to this mo... read more
blog Institutional
Investment
Management
 /  Admin

Shifting Gears

It has been quite a yawner for the markets since we published our last Economic Update, Painting the House, in mid November. The S&P 500, our proxy for the stock market, has moved in an uncharacteristically narrow ... read more
blog Wealth
Management
 /  Admin

Selling Gold on eBay

As gold hit new highs last week, I remembered a gift my father in law had given Lisa and I on our wedding day a little more than 18 years ago. It took me sometime to find it, but I eventually did, buried under eigh... read more
blog Wealth
Management
 /  Admin

Looking to 2010, Gathering your Questions

It has been quite sometime since I last published a blog entry. The good news is that I've been quite busy, the bad news is that this trend may continue. As a result, I will likely publish less frequently, perhaps ... read more
blog Institutional
Investment
Management
 /  Admin

Painting the House

It has been awhile since we published our last Economic Update and now that earnings season is largely over, the time is right for one. At the end of October, the markets began to weaken with many stocks - outside ... read more
blog Institutional
Investment
Management
 /  Admin

Correction Computations - Commonplace!

The double dip drum has been beating once again given the recent pullback in the markets. While any pullback is worth monitoring, it is instructive to consider that corrections are actually quite commonplace. In fa... read more
blog Financial
Planning
 /  Admin

Noontime Humor

The markets pulled back aggressively at 11:30am EST and are now down about a percent or so. According to some, the reason for the pullback was because of a reversal in the dollar and the fact that the markets hit u... read more
blog Institutional
Investment
Management
 /  Admin

I Wish I Owned Amazon and the Week that Was

If you own Amazon, you're one happy camper. Unfortunately, I'm not one of them. The stock is up a whopping 25% after announcing great earnings, which included news that the Kindle (a product that they own and manuf... read more
blog Institutional
Investment
Management
 /  Admin

Words from Goldman, Pepper and Salt, Metallica with My 13 Year Old

While the markets are pulling back a tad today, earnings results so far - from the likes of Intel, JP Morgan, and Goldman - have been encouraging. Of particular note was a quote from Goldman this morning, which cha... read more