Muhlenkamp Library

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May 24, 2018 Webcast

Join Tony Muhlenkamp as he hosts a chat with portfolio managers Ron and Jeff Muhlenkamp. Volatility has made a comeback in 2018. Ron and Jeff share their views of the recent market swings and their concern of investors’ margin debt. They will discuss their observations of the markets and the economy and what they feel is important to monitor. In addition to listening to the discussion, you will have the opportunity to ask questions.
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Archive of February 22, 2018 Webcast

Ron and Jeff Muhlenkamp explain that recent tax cuts and deregulation should help keep the economy moving. Asset markets, on the other hand, could be affected by monetary tightening as the Federal Reserve and other central banks reduce or reverse their easy money policies. Tightening of the money supply could cause bond yields to increase and some market disruptions.
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Quarterly Letter, January 2018

If you had told us a year ago that the market would rise 20% in 2017, we would have been skeptical. Yet, here we are at the end of the year and the S&P 500 Total Return Index was up 21.83% for 2017. The S&P 500 Index was up 19.42%.
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Muhlenkamp Memorandum Issue #125

In their quarterly letter, Ron and Jeff discuss two "big things" happening now: the rollback of anti-growth regulation and the tightening of monetary policies by major central banks. In "Don’t Let the IRS Define Your Investing," Tony explains why your spending money doesn't always need to come from income, it can come from capital gains as well. You can only spend what you get to keep after paying taxes; so pay attention to taxes, but don’t let IRS tax definitions drive your investment considerations and decisions.
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Muhlenkamp Marathon

There are many similarities between training for a marathon and creating a legacy of financial freedom—both take desire, time, effort, and discipline. Our "Muhlenkamp Marathon Financial Training Workbook" contains 26.2 “miles” of financial information to use as a reference guide to keep you on course, including best practices based on current tax rules and regulations, as well as words of wisdom based on experience, observation, and statistics.
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Working, Saving, and Investing

When Jeff's (co-manager's) teens started asking questions about Ron’s investing process, he found it difficult to answer them well because every question they asked required explaining at least three additional concepts. These concepts are both fundamental and critical to the exercise, so he organized his thoughts and tried to keep it very simple and clear.
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Announcements

Muhlenkamp & Company’s 40th Anniversary

2017 marks the 40th anniversary of the founding of Muhlenkamp and Company, Inc. We are pleased, proud, and grateful that...
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