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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 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 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 Wealth
Management
 /  Admin

Wait and See Attitudes

The World Bank may be driving markets lower today on its disappointing outlook for worldwide economic growth this year - down 2.9% - and a tepid outlook for 2010. The truth, of course, is that no one knows what's r... 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
blog Wealth
Management
 /  Admin

Technical, Practical, Theoretical; Observations on Bonds and Inflation

Long term treasury yields have backed up above 4% today, making a significant move off their lows in the 2's a number of months ago. While there are a number of folks claiming that this back up in yields reflects a... read more
blog Wealth
Management
 /  Admin

Milton Friedman by Stephen Moore and Phil Donahue

Stephen Moore wrote this excellent editorial today on Milton Friedman, a proud father of global capitalism, who passed away in 2006 at the age of 94. Friedman - like Reagan - had a way with words that helped capita... read more
blog Wealth
Management
 /  Admin

Consumer Staples and the Reflation Trade

Readers know that I'm intrigued by the prospects for consumer staples stocks. While we don't own anything in the space currently, this is largely because the area has tended to underperform during cyclical recoveri... read more
blog Wealth
Management
 /  Admin

Kids Say the Darndest Things - Art Linkletter on YouTube

A friend passed along the following YouTube clip of Art Linkletter interviewing children on his television show. Kids do indeed say some of the Darndest Things! This will make you laugh out loud! Art Linkletter on ... 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 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 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 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 Wealth
Management
 /  Admin

Pure Filth

The markets are enjoying a nice rally today likely spurred on by Citigroup's comment that they were profitable during the first two months of the quarter. Bank of America, JP Morgan and Wells Fargo made similar com... read more
blog Wealth
Management
 /  Admin

The Daily Show with Jon Stewart: A Humorous Rebuttal to Santelli and Cramer

In the past two weeks, I've posted comments made by Rick Santelli and Jim Cramer from CNBC. This segment by The Daily Show with Jon Stewart is a humorous rebuttal to their rants and a reminder to always be suspicio... read more
blog Wealth
Management
 /  Admin

Cramer's Response to White House

Jim Cramer published this letter this morning in response to White House criticism of comments he had made in this Today show interview on March 3rd. Whether you are liberal or conservative, it is worth reading. Cr... read more
blog Wealth
Management
 /  Admin

Messy

I took Friday off to go skiing in Western New York. When we arrived at Peak N Peak, it was about fifty degrees outside and raining cats and dogs, so we took a pass and continued to a friend's house on Chautauqua, w... read more
blog Wealth
Management
 /  Admin

A Tough Tape, Market Valuations, and More Thoughts on the Banks

After an extended three day weekend, the markets reopened yesterday and sold off aggressively, closing at the lowest levels since November 20th. There have been many reasons proposed for the recent declines, includ... read more