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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Institutional
Investment
Management
 /  Admin

Answering Your Questions

A few of our friends and clients have been asking specific questions on our views of the market in recent days. We thought we'd share our responses. 1.) Given the market correction, do you perceive securities and o... read more
blog Institutional
Investment
Management
 /  Admin

More of the Same, With a Twist

Most of the economic data in recent days has been consistent with a "less bad" economy, but with a twist. After a month or two of "less bad" readings, expectations for economic indicators like employment and retail... read more
blog Wealth
Management
 /  Admin

Thinking about Higher Gasoline Prices

The biggest news in recent days, in my opinion, has been the rise in oil prices and gasoline at the pump. Where I live, I've seen prices climb from roughly $1.94 per gallon to $2.40 per gallon in about ten days. I'... read more
blog Wealth
Management
 /  Admin

Why God Made Moms; The View from the Second Grade

To all the Mother's out there, Happy Mother's Day! --- The Sons of Broadleaf Partners ************ WHY GOD MADE MOMS read more
blog Financial
Planning
 /  Admin

Today's News

There is a sizable divergence between the performance of the S&P 500 today, up about 1%, and the Russell 1000 Growth index, which is down slightly. The S&P 500 has a greater exposure to value stocks than the Russel... read more
blog Financial
Planning
 /  Admin

Learning to Ride

Yesterday, my five year old son Johnny learned to ride a bike. It was late in the evening and close to getting dark, but we had been talking about an attempt "sans" training wheels all day and so I said okay. Remov... read more
blog Wealth
Management
 /  Admin

The Road to Recovery

We have published a new Economic Update titled The Road to Recovery to our website. For an up to date view of our thoughts on the market and an elaboration on yesterday's entry, please check out the link. Doug read more
blog Institutional
Investment
Management
 /  Admin

Catching Up

I'm hoping to put some more substantial thoughts into an update soon, but have been bogged down by this earnings season. So, here's a real quick summary of our current thinking on recent new data points. 1.) The ma... read more
blog Institutional
Investment
Management
 /  Admin

Insights from Google

Each quarter seems to have a rhythm to it in the investment management business - at least from where we sit. As a quarter winds down and comes to an end, we spend a fair amount of our time communicating those resu... read more
blog Wealth
Management
 /  Admin

The Flop, The Turn and The River Part II

So far, the economy's new cards have looked pretty good, at least compared to where we've been. Fed officials were on record last week claiming that the "worst" of the recession may now be past us and Treasury Secr... read more
blog Institutional
Investment
Management
 /  Admin

The Flop, The Turn and The River

Continuing yesterday's poker analogy, let's take a look at the cards dealt from today's deck of economic data. (Aka, the "flop".) Card #1. The Philadelphia Fed Index was similar to the Empire Manufacturing Index, s... read more
blog Institutional
Investment
Management
 /  Admin

Navel Gazing

As we head into earnings season, I've been reviewing the performance of different stocks and industry groups over various time periods, including year to date and from the market lows in both March and last Novembe... read more
blog Wealth
Management
 /  Admin

Green Shoots and New Life

Pepper & Salt, The Wall Street Journal 4/11/09 As we move into springtime, Wall Street has been using the term "green shoots" a great deal to describe signs of potential new life in the economy. The bears of course... read more
blog Institutional
Investment
Management
 /  Admin

Giant Pictures Paint A Thousand Words

First of all, my apologies for posting such a massive chart. I tried to make it smaller, but it wasn't readable and links just don't jump out at you like a picture does. Anyway, this graph shows the annualized rate... read more
blog Financial
Planning
 /  Admin

Things to Watch

Earnings season is always ushered in by the results of Alcoa - which reported last night - and then picks up steam, ending in a crescendo of conference calls four or so weeks later. We have had a nice bounce off th... read more
blog Institutional
Investment
Management
 /  Admin

Valleys, Foothills and New Mountains

It's hard to believe, but it's been another great week for the markets, the second in a row! Let's hope it's habit forming! So now what? Our basic premise remains the same. While the S&P 500 briefly violated its 74... read more
blog Institutional
Investment
Management
 /  Admin

Hocking Hills, The Markets, and A Dusting of Snow

I took a short spring break last week with my family and visited the amazing landscape of Hocking Hills based in southeastern Ohio. If you're looking for a fun weekend trip, I'd give it an enthusiastic nod. The ter... read more
blog Financial
Planning
 /  Admin

Pepper & Salt, The Wall Street Journal, 3/18/09

The Broadleaf blog will be on Spring Break next week, so we'll leave our texting to the Pileated woodpeckers out there. While the markets have pulled back a tad in the last two days, it has been a good couple of we... read more
blog Institutional
Investment
Management
 /  Admin

E Gads Moments and This Morning's CNBC Clip

For those that may have missed our CNBC appearance this morning, here is the clip , which should be available for the next week or so. The interview went well and we actually succeeded in getting a laugh out of hos... read more
blog Financial
Planning
 /  Admin

Less Bad

Less Bad. Those are the operative words of the past week. Retails sales, housing starts, new claims, company survey work, company stocks hitting new lows...all have been "less bad" than feared in recent days or rea... read more
blog Institutional
Investment
Management
 /  Admin

Something for Nothing, Free Lunches, and Fool's Gold

On the positive front, the market is posting nice gains today, up over 2%. Retail sales, excluding autos and gas, were up a surprising .5% month to month, clearly much better than the market had been expecting part... read more