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 UpdatesWealth Management
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Broadleaf Partners
Recession Looming?
Whether or not we're heading into a recession is certainly up for debate. What's not up for debate though, is that the stock market may be sending signals of that very possibility.read more
Economic UpdatesWealth Management
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Broadleaf Partners
Bad Weather or Bad Clothing?
We are no doubt living in uncertain times, the likes of which most in North America and around the globe haven’t seen in nearly a century. These risks and uncertainties are almost of biblical or medieval proportion...read more
Economic UpdatesWealth Management
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Admin
Third Quarter 2017 Commentary and Review
Growth stocks enjoyed strong third quarter results, bringing our year to date return on a net of fees basis to 24.2% for the Broadleaf Growth Equity Portfolio. After lagging the major indices considerably last year...read more
Economic UpdatesWealth Management
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Admin
Fourth Quarter 2015 Commentary and Performance Review
Our portfolio and the stock market bounced back aggressively in the fourth quarter following the Chinese Yuan induced swoon during the third. We finished the full year in positive territory, substantially ahead of ...read more
Economic UpdatesWealth Management
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Admin
Second Quarter 2011 Performance Commentary
The second quarter, unlike the first, was a rocky one for the stock market. While earnings season remained strong, a number of event driven factors including Japan, Greece, excessive rain in the U.S., and rising fo...read more
Economic UpdatesWealth Management
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Admin
Fourth Quarter Portfolio Review and Commentary
The financial markets finished 2008 on a tough note. In fact, it was the third worst year in the last century for investors. Fortunately, it won't take much to make 2009 better. For details on our portfolio's fourt...read more
