Economic Updates | Financial Planning

Balancing Short-Term and Long-Term Goals in Financial Planning

Economic Updates Wealth
Management Financial
Planning

Mar 26 2025 / Broadleaf Partners

Optimizing Your Portfolio with the STRIPs and BGEP

Each investor has unique financial goals, risk tolerance levels, and investment objectives. For some, managing risk through portfolio diversification is a top priority. Others may prefer to invest in a way that pri... read more

Economic Updates Financial
Planning

Dec 22 2014 / Admin

Broadleaf's 2015 Investment Playbook

It’s been a good year. read more

Economic Updates Financial
Planning

Apr 1 2014 / Admin

First Quarter 2014 Commentary & Performance

Our portfolio had a tough first quarter, declining nearly 2% in an otherwise positive market environment. The last ten or so trading days were particularly difficult for fundamentally strong, high growth companies,... read more