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blog Financial
Planning
 /  Admin

The Earnings Parade

It is hard to believe, but it's that time of year again. The earnings parade commences in earnest this week, with heavyweights Google and Goldman Sachs both set to report on Thursday. As we have said before, we bel... read more
blog Institutional
Investment
Management
 /  Admin

Broadleaf Partners' Third Quarter Performance Review and Quick Thoughts on the Dollar

This year has continued to be a strong one for the stock market and for Broadleaf Partner's Growth Equity Portfolio, which is up 35% on a year to date basis. For details on our performance, related disclosures, and... read more
blog Financial
Planning
 /  Admin

Sitting on My Porch...Six Months Hence

Well, already it looks like the Browns are going to be in a world of hurt this season. After Brady Quinn had a dismal showing during the first half of their rout by the Ravens this week, my wife joined me outside t... read more
blog Institutional
Investment
Management
 /  Admin

CNBC Video Link of Doug MacKay, Broadleaf Partners CIO, September 25, 2009

If you didn't get a chance to catch the live broadcast this morning, please click here to see the replay. Today's appearance was pretty short, but still worth the free PR it provides once every quarter or so. The B... read more
blog Financial
Planning
 /  Admin

Broadleaf Partner's CIO Doug MacKay to Appear on CNBC, Friday September 25th at 9:35am

Tune into CNBC's Squawk on the Street show with hosts Mark Haines and Erin Burnett tomorrow morning at 9:35am to hear our latest thoughts and opinions on the economy, the stock market and your investments. We will ... read more
blog Financial
Planning
 /  Admin

Roth Conversions in 2010, Small Business Startups Pay Attention!!!

Converting a traditional IRA to a ROTH IRA and paying taxes on the converted amount today may save you significant taxes down the road. Up until 2010, the ability to convert has been limited to those with no more t... read more
blog Wealth
Management
 /  Admin

Remembering 9/11

We originally published this entry two years ago after hearing a speech from 9/11 survivor George Sleigh. We've decided to republish it once again this year in memory of all those affected by the tragedy. *********... read more
blog Institutional
Investment
Management
 /  Admin

Seven Reasons to Be Bullish, All Today's News

Now that Labor Day has come and gone, most of Wall Street has returned to work and trading volumes are picking back up. After moving sideways through the Dog Days of August, September has so far resumed the Up, Up ... read more
blog Wealth
Management
 /  Admin

Speaking of Cleveland...

A guy from Cleveland dies and is sent to Hell. He had been a horrible man his entire life. read more
blog Institutional
Investment
Management
 /  Admin

Sitting on my Porch

The kids are in bed and it's halftime of the Browns final preseason game. For anyone who knows me, that means that my wife has been totally zoned out watching the game. Browns games are one of the very few times of... read more
blog Institutional
Investment
Management
 /  Admin

Thought to Ponder

Dave Rosenberg, former economist at Merrill and long time bear, points out that even after a five month 50 percent rally in the S&P 500, the index is still no higher today than it was on February 18, 1998. Includin... read more
blog
 /  Admin

The First Days of School, The Dog Days of August, and Pepper & Salt

Yesterday was the first day of school in Hudson, Ohio. Johnny, my youngest, enjoyed his first day of kindergarten. When he came home, I asked how it went and, without missing a beat, he said "Very well, I didn't ev... read more
blog Wealth
Management
 /  Admin

Broadleaf Expands Workforce

Please join us in welcoming three new hires to Broadleaf Partner's professional staff. Alyce Hoffman, Lisa MacKay and Kevin Arbogast will be serving the firm in various operating roles as we enter our fifth year of... read more
blog Wealth
Management
 /  Admin

Two Kinds of People

I have been blogging a little less frequently in recent weeks. Things have been busy (in a good way) and I simply haven't had the time to comment as often as I'd like or as I've done in the past. If my blogs are a ... read more
blog Wealth
Management
 /  Admin

Next Stop, Perfect Games, Pepper and Salt

Earnings are for the most part now in the rear view mirror. As a result, stocks may likely take their short term trading cues from macroeconomic factors in coming weeks. On this front, retail sales were a mixed bag... read more
blog Institutional
Investment
Management
 /  Admin

Look Forward and Smile

Earnings season is winding down and now that Cisco's results are out of the way, only a few major companies have yet to report. As is always the case, I've read through a boatload of earnings results and conference... read more
blog Wealth
Management
 /  Admin

What I Learned this Morning (Including Baseball)

Earnings. The flurry of earnings continues in earnest and so far, things have been decent but not outstanding. I have been extremely impressed by corporate America's rapid cost cutting efforts which have boosted bo... read more
blog Financial
Planning
 /  Admin

Notable Quotable

I forgot to share a notable quote from this season's earnings calls. In describing the likely shape of this economic recovery -- whether it would be strong and "V" shaped or double-dipping "W" shaped, Scott McGrego... read more
blog Wealth
Management
 /  Admin

Avalon, the Beach, and the Jersey Shore

Last Sunday night, at 1am in the morning, my wife and I made the spontaneous decision to take the family on a last minute beach vacation to Avalon, New Jersey. We decided to make the trip earlier that day after our... read more
blog Financial
Planning
 /  Admin

Recent Thoughts

Gains ahead for financials? JP Morgan and Goldman Sachs both reported strong results, reflecting their success in taking significant market share from substantially weaker competitors. Cisco Systems, along with oth... read more
blog Financial
Planning
 /  Admin

All Aboard!

Over the last few weeks, the market has dropped its hyperactive fear of inflation (a fear we did not share) and has recently been obsessing over deflation. During the former period, we suggested that inflationary c... read more