Skip to content
CONTACT
330-650-0921
Contact
Rectangle image

Insights

Insights

[H4] 223 Max character countLorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus comm odo viverra maecenas accumsan lacus vel facilis ecenas is.
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
blog Financial
Planning
 /  Admin

Map your Genome for $50k?

Today's New York Times had an interesting article on the declining costs associated with mapping a human genome. This makes the age old, grade school ethics question a potential reality. "If you could find out what... read more
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 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 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 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 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 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 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 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 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 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
blog Financial
Planning
 /  Admin

Acid Rain, Nukes, and A Diesel Rabbit

Do you remember Acid Rain and No More Nukes? When I was in high school a couple of decades ago, there was significant political and media attention paid to the potentially disastrous impacts that acid rain would ha... read more
blog Financial
Planning
 /  Admin

The Wrong Questions, 1965 Medicare Budget Estimates, FF on T Shirts & MJ on I Tunes

Ben Bernanke got a major grilling from Congress yesterday over whether or not he had threatened to replace Ken Lewis and the entire board of Bank America if he didn't follow through with the acquisition of Merrill ... read more
blog Financial
Planning
 /  Admin

Fund Flow Funk

I like this chart from JP Morgan. As many of you know, I strongly believe that fund flows into and out of equity funds are a huge and often overlooked determinant of stock market returns. In particular, when fund f... read more
blog Wealth
Management Financial
Planning
 /  Admin

Health Care, New Financial Regulations and an Obama like Clinton

Health care stocks are enjoying a nice rally today. In fact, they are leading the markets higher for the first time I can remember in a very long time. What's also different about today's move is that it doesn't ap... read more