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Broadleaf Partners' Blog

Broadleaf Partners' Blog

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Management Financial
Planning
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Time To Consider a Roth IRA Conversion?

If you have earned less than $100k in adjusted (combined if married) gross income this year and have an individual retirement account, you may want to consider converting it to a Roth IRA before year end, potential... read more
blog Financial
Planning
 /  Admin

Saturday Night Live, Late Thursdays

The markets didn't finish up on the day, but did stage a massive late day rally, closing well off their lows. For those who could use a good laugh (and who couldn't!), check out Thursday's video from Saturday Night... read more
blog Financial
Planning
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Weighing In

We've been a bit quiet over the past few days, but in no way have we been sitting still. We've been very busy writing and calling our clients, trying to shed some light on what we're going through right now, our in... read more
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Planning
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Dr. Seuss

I usually read a book or two to Johnny -- my five year old -- before bed every night. This page from Dr. Seuss captured the events of last week perfectly. So much so, that I had to share. Here's to better weeks ahe... read more
blog Financial
Planning
 /  Admin

My Bailout Plan

Here's my idea for a bailout plan. We all know that the banks need liquidity. We also all know that there is a huge surplus of assets in many contribution based retirement plans and in particular, IRA and IRA rollo... read more
blog Financial
Planning
 /  Admin

Ask Not What Your Country Can Do For You...

For several days now, I've been waiting for one of our country's leaders to stand up and speak President Kennedy's famous words, "Ask not what your country can do for you, but what you can do for your country." In ... read more
blog Financial
Planning
 /  Admin

Fannie & Freddie News

This weekend, the treasury department stepped in and put Fannie and Freddie into receivership, effectively nationalizing both distressed mortgage companies. In Friday's update, Uncertainty and the Birth of Black Sw... read more
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Planning
 /  Admin

Quotes and Thoughts from Warren Buffett on CNBC This Morning

Warren Buffett is on CNBC this morning. He is always good for a quote or two. He's still on, if you are near a TV and can tune in. ******** "The only way to vote for someone who agrees with you on all the issues is... read more
blog Financial
Planning
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The Politics of Inflation & Work at Home Fridays

The CPI came out tamer than most had expected both at the core and non-core levels. The core CPI was up .2% month to month compared to expectations of .3% rise. Excluding food and energy, it was up .1% versus expec... read more
blog Financial
Planning
 /  Admin

Why I Hate the Consumer Confidence Survey

There has been a great deal of talk about consumer confidence plunging to 26 year lows given rising oil and falling house prices. When I attended the University of Dayton's RISE Symposium in late March, students we... read more
blog Financial
Planning
 /  Admin

Storms, Steroids and Sunnier Skies

The Fed will meet next week to discuss their next move with interest rates and most believe it will be their final adjustment downward, by 25 basis points. In reaction to the expectation, the dollar firmed yesterda... read more
blog Financial
Planning
 /  Admin

RISE VIII meets Rocky IV

As discussed in our last entry, Jeff and I attended the 8th annual RISE Investment Symposium put on by the University of Dayton last week. The event has grown immensely over the last eight years, drawing over 2700 ... read more
blog Financial
Planning
 /  Admin

The Sacrifice of Bear Stearns

I know alot of great folks at Bear Stearns. The analysts, salesmen, and strategists at the firm -- now a chapter in history -- have always provided great research insights, excellent execution of trades, and outsta... read more
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Planning
 /  Admin

Moving to Hyperdrive

The Federal Reserve Board made a stunning and welcome announcement this morning, reversing yesterday's sickly display put on by the markets. In effect, the Fed announced that they would lend up to $200 billion in t... read more
blog Financial
Planning
 /  Admin

Reading the Body Language

The producer and consumer price indices -- both measures of inflation -- were released over the last two days, showing greater pricing pressures than had been expected, both at the core and non-core levels. And yet... read more
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Planning
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A Reader Asks...

A Reader Asked "I would like your opinion re: the largest pension funds in the U.S. changing their asset allocation reducing their U.S. equities significantly. Are foreign and emerging markets going to reap thew be... read more
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Planning
 /  Admin

Random Musings

For what it's worth read more
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Planning
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La La Land

Large write offs at several high profile financial companies have weighed on the markets in recent days. These major financial blunders are a reminder that there are no free lunches. Unless you're living in La La L... read more
blog Financial
Planning
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A Question on Future Bubbles, Answer Part I

Yesterday, we had a reader ask us the following question, "W e had the tech bubble - marked by people buying stocks that had no earnings. We had a housing bubble - marked by the subprime debacle. My question is whe... read more
blog Financial
Planning
 /  Admin

Remembering 9/11

George Sleigh, the 9/11 survivor shown on the right in this widely distributed picture, spoke to our church at our Saturday morning Men's Breakfast this week. George was on the 91st floor of the North Tower, the hi... read more
blog Financial
Planning
 /  Admin

You Wanted to Know...

A few of you have sent us questions you hope to have answered on our new blog. And even more of you have asked for our opinions on individual stocks. Unfortunately, we can't use the forum to discuss individual stoc... read more