Muhlenkamp Library

What’s New

Muhlenkamp Memorandum Issue #119

Changing investor psychology and potential recession, along with the problems of passive investing and a changing “retirement contract” – all this, and more, in this edition…
MORE ›
FacebookTwitterEmailShare

Quarterly Letter, July 2016

It seems like every quarter something big happens for us to talk about, this quarter was no exception. The UK voted itself out of the European Union on 23 June. The markets (currency markets, equity markets, commodity markets) reacted violently to the development on 24 June—a bunch of market participants must have been caught by surprise...
MORE ›

September 1, 2016 Conference Call

Join the conversation! Portfolio managers Ron and Jeff Muhlenkamp will discuss their economic and market outlook on Thursday, September 1, 2016 from 4:15 p.m ...
MORE ›

How Retirement Has Changed—Why Saving More and Working Longer will be Necessary

Ron addresses how the retirement plans of individuals and institutions have changed due to low GDP growth, productivity, and interest rates—what was thought to be temporary has lasted longer than expected, with no end in sight. The assumptions made while making retirement plans and decisions ten years ago are now obsolete. Jeff summarizes the implications for investors of every age and disposition.
MORE ›

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.
MORE ›

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.
MORE ›

Library Navigation

Announcements

Investment Seminar May 12, 2016

Visit our seminar page to view a video of the presentation, How Retirement Has Changed—Why Saving More and Working Longer...
More ›

Connect with Muhlenkamp

CLICK HERE TO Sign-Up for Our Newsletter and E-news Updates