Broadleaf Partners, LLC

Wondering what differentiates the Strategic Investment Portfolios (STRIPs) from the Broadleaf Growth Equity Portfolio (BGEP)? Although they are both actively managed portfolios, they have distinct features to meet different goals. This blog describes how each portfolios works, and how they can be used together to create the right allocation for each client. Take a closer look: https://lnkd.in/eJ9S7Ygd #BroadleafPartners #WealthManagement

Employee spotlight! ?? Meet Lisa MacKay: Lisa is the Director of Finance at Broadleaf Partners, LLC. She is responsible for accounting and payroll. Lisa is a graduate of Miami University where she earned a marketing degree in Business Administration. She is the wife of Doug MacKay. They reside in Boston Heights and have four children. Say hello to Lisa in the comments! #EmployeeSpotlight #TeamHighlight #BroadleafPartners

It's time for March Madness! While you cheer on your favorite team, don't shoot an air ball with your finances. Gamble with sports but not on the stock market. Best of luck to the teams in the Big Dance! #BroadleafPartners #MarchMadness

As we look back at the last five years since the COVID-19 pandemic, the market has made a strong comeback. On the other hand, recent market activity draws concerns regarding tariffs, growth, and AI-driven disruptions. Check out our full review: https://lnkd.in/e6F8qHfJ

It's time for your monthly financial wellness tip! Today's topic is young professionals. No matter if you are a recent graduate or have been in your current position for a few years, young professionals have different financial goals than their more senior peers. Here are three ways working with a financial advisor can benefit young professionals ?? Determine your monthly essential expenses ?? Calculate what percentage of your paycheck can be saved ?? Learn about investment options that fit your financial situation #MonthlyFinancialWellnessTip #YoungProfessionals #BroadleafPartners

With a record number of Americans turning 65 this year and women's lifespans lengthening relative to men, more women are in charge of parceling out the family nest egg. Many women are taking over as financial managers of their household. Broadleaf Partners can help you plan for future financial management. Read the full article below to learn more about the unique approaches women are taking to handle their finances differently than men. https://lnkd.in/eaC2nthp #BroadleafPartners #BabyBoomers

If retirement is on the horizon for you, Broadleaf Partners can help you create a retirement plan so you can enjoy your post-career years with financial peace of mind. Reach out to learn more about our retirement planning services: https://lnkd.in/gWvQiKkg #BroadleafPartners #RetirementPlanning

Since 2020, retail investors have shown more detrimental trading behavior compared to prior years, including taking risky bets and trading more inefficiently by trying to time market tops and bottoms. While short term success can be achieved from timing the market right, it's hard to sustain that trend over the long term. As the old saying goes, "Time in the market is better than timing the market." For more on the subject, you can read the full article here: https://lnkd.in/gD8aQy3k Working with financial advisors, such as Broadleaf Partners, can help prevent these issues and give you peace of mind. #BroadleafPartners #MarketTiming

We always enjoy meeting with The University of Akron Investment Club! Check out Jared and Peter at Tuesday's speaking event.

Located in Hudson, Broadleaf Partners has been connected to the Northeast Ohio community for nearly 20 years. We see the strength of the people and businesses in Northeast Ohio, and invest in several of these companies within the Broadleaf Growth Equity Portfolio. Contact an advisor to learn more about the Broadleaf Growth Equity Portfolio: https://lnkd.in/eT6pTnGp #BroadleafPartners #NortheastOhio