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blog Wealth
Management
 /  Admin

A Risky Time for Tax Increases

While we are bullish on the equity markets, particularly for growth investors, there are always risks. One of the primary risks for 2008 will likely be the Presidential election. Typically, it hasn't mattered a who... read more
blog Wealth
Management
 /  Admin

Volatility Anyone

The market continues to vacillate significantly approaching the lows we saw in August as we head into this holiday weekend. For instance, our portfolio has been up as much as one and half percent today and down as ... read more
blog Wealth
Management
 /  Admin

Engines & Brakes

Earnings season is almost officially over, which is good news to our ears as it has been a tough one for stocks. Since peaking at the end of October, the S&P 500 and Russell 1000 Growth Indices have declined 7% whi... read more
blog Wealth
Management
 /  Admin

Digging the Dollar (or Not)

Everyone loves to talk about the dollar these days. Even super models are in on the action. It's THE thing to do. Mention the dollar at a cocktail party and people will gather around and bob their heads up and down... read more
blog Wealth
Management
 /  Admin

Hammered

The markets are getting slammed again today and while all the indices are down like yesterday, some are more so than others. Technology, which has enjoyed a very strong run off the August lows is getting hit the ha... read more
blog Wealth
Management
 /  Admin

What's Lurking Around that Corner?

At about this time last quarter, folks were completely obsessed with what the Fed's next move would be. While folks certainly care this time around, the issue just doesn't seem to engender the same sense of urgency... read more
blog Wealth
Management
 /  Admin

Stress Test

Earlier this week, I had my first stress test. I'm not talking about the work, marriage, or children kind, but the good, old fashioned, "hop on a treadmill and stress your heart" kind. Oh, the joys of turning forty... read more
blog Wealth
Management
 /  Admin

My Neighbor's Candy

I read another surprising statistic yesterday, which was passed along by our salesman at ISI Group. According to Bloomberg, China has 106 billionaires this year, up from just 15 last year. A billion dollars is alot... read more
blog Wealth
Management
 /  Admin

Two Audits , Five Days, All Okay

We've been a little quieter this week than normal. And here's why. Believe it or not, I was not only audited by the Internal Revenue Service for the first time last week, but also the Ohio Securities Division just ... read more
blog Wealth
Management
 /  Admin

A Question on Future Bubbles, But First an Answer on Human Nature

A reader of our blog asks, "We 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 where is the next bubble, how can I... read more
blog Wealth
Management
 /  Admin

Lallapalooza!!! The Fed Cuts 50 in Unanimous Vote!

In a surprise move, the Fed cut the federal funds and discount rates by 50 basis points each this afternoon. I think most folks, including ourselves, were hoping for 25 basis points but fearful that they might actu... read more
blog Wealth
Management
 /  Admin

Broadleaf Partner's Economic Update Available: Looking Past the Fed and Towards 2008

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blog Wealth
Management
 /  Admin

Jobs, Jobs, and Fewer Jobs

Friday's weak employment report confirmed what the ADP and Challenger data earlier in the week had already shown. August payrolls fell for the first time in four years, with subsequent monthly revisions also weaker... read more
blog Wealth
Management
 /  Admin

Job Gains Weakening, Growth Stock Outlook Improving

Challenger and Gray and ADP both issued reports on employment which showed slower gains in new payrolls than had generally been expected and the highest level of layoffs since February. While the ADP data has been ... read more
blog Wealth
Management
 /  Admin

Shaking Trees

Sometimes the easiest way to pick apples is to shake the branches. I think that's what's happening in the market. There is very little volume on both the downside (yesterday) and the upside (today). We're all over ... read more
blog Wealth
Management
 /  Admin

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